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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
QAM
751
QCI Asset Management
New York
$55K – – –
EFSCE
752
Enterprise Financial Services Corp (EFSC)
Missouri
$54K -$2.49K -26 -5%
GWM
753
Geneos Wealth Management
Colorado
$54K – – –
PCTC
754
Perkins Coie Trust Company
Washington
$51K – – –
VIM
755
Veritas Investment Management
United Kingdom
$50K – – –
IWA
756
IBEX Wealth Advisors
New Jersey
$49K +$47.2K +493 New
BWM
757
Baystate Wealth Management
Massachusetts
$48K -$1.91K -20 -4%
PFBT
758
Parkside Financial Bank & Trust
Missouri
$45K +$3.92K +41 +10%
BCA
759
Berman Capital Advisors
Georgia
$44K +$5.93K +62 +16%
SCM
760
Silvant Capital Management
Georgia
$43K – – –
VCM
761
Versant Capital Management
Arizona
$42K -$37.5K -392 -48%
JGIA
762
Jackson Grant Investment Advisers
Connecticut
$42K +$191 +2 +0.5%
SLF
763
Sun Life Financial
Ontario, Canada
$41K -$42.9K -448 -52%
BL
764
Balentine LLC
Georgia
$41K +$6.32K +66 +19%
ZB
765
Zions Bancorporation
Utah
$40K -$4.98K -52 -12%
AW
766
Alpha Windward
Massachusetts
$40K -$4.59K -48 -11%
AC
767
Avestar Capital
New York
$40K -$3.44K -36 -7%
GAM
768
Gemmer Asset Management
California
$40K – – –
RTC
769
Riverview Trust Company
Washington
$40K – – –
EIP
770
Ellis Investment Partners
Pennsylvania
$40K +$38.9K +406 New
GEA
771
Glen Eagle Advisors
New Jersey
$39.9K -$67K -700 -64%
TL
772
TrueWealth LLC
Georgia
$38K +$7.75K +81 +27%
BFEC
773
Benjamin F. Edwards & Company
Missouri
$37K +$20.8K +217 +139%
CH
774
Canton Hathaway
Rhode Island
$35K +$2.87K +30 +9%
CFB
775
Cullen/Frost Bankers
Texas
$35K +$32K +334 +2,386%
29 30
31
32 33