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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
HFM
726
Harvest Fund Management
China
$53K – – –
EFSCE
727
Enterprise Financial Services Corp (EFSC)
Missouri
$53K +$2.21K +25 +5%
NFG
728
Next Financial Group
Texas
$53K +$21.7K +245 +77%
NFH
729
NEXT Financial Holdings
Texas
$53K +$49.8K +563 New
QAM
730
QCI Asset Management
New York
$52K – – –
PCP
731
Proficio Capital Partners
Massachusetts
$51K +$1.59K +18 +3%
GWM
732
Geneos Wealth Management
Colorado
$51K +$4.95K +56 +11%
PCTC
733
Perkins Coie Trust Company
Washington
$48K – – –
VIM
734
Veritas Investment Management
United Kingdom
$47K – – –
BWM
735
Baystate Wealth Management
Massachusetts
$47K +$1.77K +20 +4%
FC
736
Ferris Capital
Massachusetts
$45K – – –
ZB
737
Zions Bancorporation
Utah
$42K +$39.9K +451 New
AC
738
Avestar Capital
New York
$41K -$973 -11 -2%
AW
739
Alpha Windward
Massachusetts
$41K – – –
SCM
740
Silvant Capital Management
Georgia
$41K – – –
JGIA
741
Jackson Grant Investment Advisers
Connecticut
$39K -$1.33K -15 -3%
PFBT
742
Parkside Financial Bank & Trust
Missouri
$39K +$2.92K +33 +9%
ASN
743
Advisory Services Network
Georgia
$38K – – –
GAM
744
Gemmer Asset Management
California
$38K – – –
MFW
745
Mosaic Family Wealth
Missouri
$38K – – –
RTC
746
Riverview Trust Company
Washington
$38K – – –
LFA
747
Legacy Financial Advisors
Kentucky
$37K +$9.73K +110 +39%
TA
748
Thor Advisors
New York
$37K +$34.7K +392 New
OC
749
Oakworth Capital
Alabama
$36K – – –
BCA
750
Berman Capital Advisors
Georgia
$35K +$8.84K +100 +35%
28 29
30
31 32