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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
DWA
776
Dougherty Wealth Advisers
Minnesota
$110K
BFC
777
Bedel Financial Consulting
Indiana
$104K
WWM
778
Willingdon Wealth Management
North Carolina
$104K
CIM
779
Contravisory Investment Management
Massachusetts
$104K +$7.21K +69 +8%
HFM
780
Harvest Fund Management
China
$102K +$36.7K +351 +62%
OSAM
781
O'Shaughnessy Asset Management
Connecticut
$100K +$93.7K +897 +44,850%
SNT
782
Security National Trust
West Virginia
$98K -$3.13K -30 -3%
RWA
783
Ropes Wealth Advisors
Massachusetts
$96K
WB
784
Webster Bank
Connecticut
$96K
VAIA
785
Virtus Alternative Investment Advisers
Connecticut
$96K +$90K +862 New
KFS
786
Kelly Financial Services
Massachusetts
$90.8K
SIAS
787
Shine Investment Advisory Services
Colorado
$90K
Loomis, Sayles & Company
788
Loomis, Sayles & Company
Massachusetts
$90K +$7.31K +70 +10%
HIA
789
Harbor Investment Advisory
Maryland
$90K +$84.4K +808 New
JCM
790
Jacobi Capital Management
Pennsylvania
$84K
VC
791
Vestor Capital
Illinois
$81K
TFGT
792
TS Financial Group (TSFG)
Illinois
$80K
LC
793
Lindbrook Capital
California
$80K +$8.46K +81 +13%
FBT
794
First Bank & Trust
South Dakota
$79K
PGAM
795
Princeton Global Asset Management
New Jersey
$79K +$74.2K +710 New
IRAG
796
Investment Research & Advisory Group
Georgia
$78K +$72.8K +697 New
ICM
797
Islay Capital Management
Texas
$78K +$73.1K +700 New
MF
798
Manchester Financial
California
$74K +$69.8K +668 New
NO
799
Ninety One
South Africa
$70K
PI
800
PEAK6 Investments
Illinois
$70K +$65.9K +631 New