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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
NSIM
776
North Star Investment Management
Illinois
$4K – – –
SIM
777
Sonora Investment Management
Arizona
$4K – – –
CDIA
778
Capital Directions Investment Advisors
Georgia
$4K +$3.59K +44 New
CIA
779
CSat Investment Advisory
Michigan
$4K +$4K +49 New
SQA
780
Simon Quick Advisors
New Jersey
$3K -$8.65K -106 -69%
AWM
781
Avior Wealth Management
Nebraska
$3K -$1.23K -15 -29%
JAM
782
JCIC Asset Management
Ontario, Canada
$3K – – –
MCM
783
Mainstay Capital Management
Michigan
$3K – – –
SFM
784
Signet Financial Management
New Jersey
$3K – – –
FIA
785
FNY Investment Advisers
New York
$3K +$3.35K +41 New
TFA
786
Toth Financial Advisory
Virginia
$2K – – –
VIA
787
Vantage Investment Advisors
Pennsylvania
$2K – – –
SFG
788
SevenBridge Financial Group
Pennsylvania
$2K +$1.63K +20 New
LFG
789
LifePlan Financial Group
Ohio
$1K -$2.2K -27 -66%
HR
790
Howe & Rusling
New York
$1K -$490 -6 -26%
FGAM
791
Financial Gravity Asset Management
Texas
$1K -$82 -1 -6%
BWM
792
Baystate Wealth Management
Massachusetts
$1K – – –
BWA
793
BDO Wealth Advisors
Florida
$1K – – –
CC
794
Carlson Capital
Texas
– -$26.2M -317,106 Closed
H
795
Hexavest
Quebec, Canada
– -$18.1M -219,379 Closed
SIA
796
Sit Investment Associates
Minnesota
– -$14.5M -175,325 Closed
SC
797
Shellback Capital
Massachusetts
– -$14.4M -174,800 Closed
GC
798
Gillson Capital
Illinois
– -$14M -169,082 Closed
CM
799
Capital Management
Virginia
– -$7.39M -89,446 Closed
OAC
800
OMERS Administration Corp
Ontario, Canada
– -$7.02M -85,000 Closed
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