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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
776
Centiva Capital
New York
$212K -$546K -4,764 -72%
RMC
777
Resources Management Corp
Connecticut
$212K – – –
SPC
778
Sigma Planning Corp
Michigan
$211K +$210K +1,835 New
WWM
779
Windsor Wealth Management
Indiana
$207K -$51K -445 -19%
LGWM
780
Litman Gregory Wealth Management
California
$206K – – –
AC
781
Abbrea Capital
California
$206K +$206K +1,800 New
GA
782
Geller Advisors
New York
$204K -$18.7K -163 -8%
PCA
783
Personal Capital Advisors
California
$204K -$16.4K -143 -7%
RMCM
784
Reynders McVeigh Capital Management
Massachusetts
$202K -$40.1K -350 -17%
SSB
785
Sandy Spring Bank
Maryland
$201K – – –
T
786
TRUADVICE
Florida
$200K +$200K +1,747 New
T
787
TOBAM
France
$199K +$199K +1,734 New
CIA
788
CSat Investment Advisory
Michigan
$193K +$16.8K +147 +10%
CA
789
Clearstead Advisors
Ohio
$188K – – –
BWL
790
Bogart Wealth LLC
Virginia
$179K +$179K +1,565 New
PCM
791
Penserra Capital Management
California
$178K +$3.21K +28 +2%
RIM
792
Rockbridge Investment Management
New York
$177K +$118K +1,031 +203%
HIIFS
793
Harel Insurance Investments & Financial Services
Israel
$174K +$174K +1,520 New
MCM
794
Manchester Capital Management
Vermont
$171K -$174K -1,521 -50%
TI
795
tru Independence
Oregon
$166K +$119K +1,036 +252%
TF
796
Tompkins Financial
New York
$165K – – –
AF
797
Advisornet Financial
Minnesota
$152K -$11.5K -100 -7%
MPWT
798
MassMutual Private Wealth & Trust
Connecticut
$148K +$6.88K +60 +5%
FMII
799
Farmers & Merchants Investments Inc
Nebraska
$147K – – –
NC
800
Nicholas Company
Wisconsin
$138K -$22.9K -200 -14%
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