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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
PCM
826
Penserra Capital Management
California
$155K +$23.7K +206 +19%
MPWT
827
MassMutual Private Wealth & Trust
Connecticut
$143K -$1.84K -16 -1%
PCG
828
Private Capital Group
Connecticut
$139K -$162K -1,404 -55%
HI
829
Harbour Investments
Wisconsin
$137K +$130K +1,125 New
SBSB
830
Sullivan, Bruyette, Speros & Blaney
Virginia
$135K -$12.6K -109 -9%
HIA
831
Harbor Investment Advisory
Maryland
$131K
GC
832
Garde Capital
Washington
$130K
CWP
833
Concord Wealth Partners
Virginia
$127K +$120K +1,038 +14,829%
ASBI
834
American State Bank (Iowa)
Iowa
$126K
EP
835
Eudaimonia Partners
Tennessee
$125K +$2.88K +25 +3%
SSB
836
Sandy Spring Bank
Maryland
$120K -$27.5K -239 -20%
DWA
837
Dougherty Wealth Advisers
Minnesota
$120K
PMFA
838
Plante Moran Financial Advisors
Michigan
$119K -$2.07K -18 -2%
CCM
839
Covington Capital Management
California
$118K
BWM
840
BerganKDV Wealth Management
Minnesota
$115K
BFC
841
Bedel Financial Consulting
Indiana
$114K
PHK
842
Point72 Hong Kong
Hong Kong
$112K -$790K -6,861 -88%
MA
843
MUFG Americas
New York
$111K -$6.22K -54 -6%
KLWA
844
Kelly Lawrence W & Associates
California
$110K +$104K +900 New
HCP
845
Hexagon Capital Partners
Arkansas
$109K -$461 -4 -0.4%
Jones Financial Companies
846
Jones Financial Companies
Missouri
$105K -$31.6K -274 -24%
FP
847
Fiduciary Planning
Florida
$105K +$346 +3 +0.3%
KFS
848
Kelly Financial Services
Massachusetts
$99.3K
WB
849
Webster Bank
Connecticut
$97K
PA
850
Perennial Advisors
New York
$97K +$23K +200 +34%