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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
726
Covington Capital Management
California
$96K – – –
SNT
727
Security National Trust
West Virginia
$93K -$17.9K -187 -17%
PO
728
Private Ocean
California
$93K +$75.1K +785 +503%
RWA
729
Ropes Wealth Advisors
Massachusetts
$90K – – –
BFC
730
Bedel Financial Consulting
Indiana
$88K – – –
CIA
731
CSat Investment Advisory
Michigan
$87K +$76.3K +797 +1,123%
WB
732
Webster Bank
Connecticut
$86K – – –
YWP
733
YorkBridge Wealth Partners
New York
$86K +$53.7K +561 +187%
ASN
734
Advisory Services Network
Georgia
$85K +$43.1K +450 +111%
VFA
735
Valeo Financial Advisors
Indiana
$82K +$4.4K +46 +6%
KFS
736
Kelly Financial Services
Massachusetts
$81.3K – – –
SIAS
737
Shine Investment Advisory Services
Colorado
$80K – – –
NIM
738
NuWave Investment Management
New Jersey
$77K +$66.1K +691 +886%
RA
739
Rational Advisors
New York
$77K +$66.1K +691 +886%
JCM
740
Jacobi Capital Management
Pennsylvania
$75K -$10.1K -106 -12%
CIM
741
Contravisory Investment Management
Massachusetts
$74K +$67.4K +704 +1,717%
VC
742
Vestor Capital
Illinois
$73K -$12.4K -130 -15%
TFGT
743
TS Financial Group (TSFG)
Illinois
$72K – – –
PCP
744
Proficio Capital Partners
Massachusetts
$71K +$16.3K +170 +31%
FBT
745
First Bank & Trust
South Dakota
$71K +$60.3K +630 +759%
MF
746
Manchester Financial
California
$67K +$63.9K +668 New
OC
747
Oakworth Capital
Alabama
$66K +$26.5K +277 +71%
LC
748
Lindbrook Capital
California
$65K +$2.1K +22 +3%
PMFA
749
Plante Moran Financial Advisors
Michigan
$60K +$33.8K +353 +141%
HFM
750
Harvest Fund Management
China
$56K – – –
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30
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