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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
SSB
751
Sandy Spring Bank
Maryland
$188K
CA
752
Clearstead Advisors
Ohio
$176K
CIA
753
CSat Investment Advisory
Michigan
$165K +$24.7K +244 +19%
PCM
754
Penserra Capital Management
California
$163K -$11.2K -111 -7%
IA
755
IndexIQ Advisors
New York
$160K +$133K +1,317 +748%
TF
756
Tompkins Financial
New York
$154K
AF
757
Advisornet Financial
Minnesota
$153K -$19.6K -194 -12%
NIT
758
NumerixS Investment Technologies
British Columbia, Canada
$150K -$60.7K -600 -30%
NC
759
Nicholas Company
Wisconsin
$150K
KPW
760
Kore Private Wealth
New York
$148K -$25.7K -254 -16%
EP
761
Eudaimonia Partners
Tennessee
$138K -$32.2K -318 -20%
FMII
762
Farmers & Merchants Investments Inc
Nebraska
$137K +$1.72K +17 +1%
MPWT
763
MassMutual Private Wealth & Trust
Connecticut
$132K +$911 +9 +0.7%
SBSB
764
Sullivan, Bruyette, Speros & Blaney
Virginia
$129K -$7.59K -75 -6%
KLWA
765
Kelly Lawrence W & Associates
California
$129K
Twin Tree Management
766
Twin Tree Management
Texas
$127K -$624K -6,166 -84%
CI Investments Inc
767
CI Investments Inc
Ontario, Canada
$119K -$14.2M -140,738 -99%
DWA
768
Dougherty Wealth Advisers
Minnesota
$106K
CCM
769
Covington Capital Management
California
$104K
PMFA
770
Plante Moran Financial Advisors
Michigan
$104K +$70.4K +695 +257%
MA
771
MUFG Americas
New York
$102K -$9.41K -93 -9%
PWP
772
Principle Wealth Partners
Connecticut
$102K +$96.2K +950 New
BFC
773
Bedel Financial Consulting
Indiana
$100K -$506 -5 -0.5%
VFA
774
Valeo Financial Advisors
Indiana
$98K +$36.8K +364 +66%
RWA
775
Ropes Wealth Advisors
Massachusetts
$92K