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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
ARMC
876
American Research & Management Company
Massachusetts
$129K +$123K +916 New
KLWA
877
Kelly Lawrence W & Associates
California
$127K
CFA
878
Carroll Financial Associates
North Carolina
$126K -$72.9K -544 -38%
MAM
879
Magellan Asset Management
Australia
$124K +$24.5K +183 +26%
MA
880
MUFG Americas
New York
$122K -$6.3K -47 -5%
CTC
881
Central Trust Company
Missouri
$119K +$19.8K +148 +21%
KFS
882
Kelly Financial Services
Massachusetts
$115K
PA
883
Perennial Advisors
New York
$112K
WB
884
Webster Bank
Connecticut
$112K
BCM
885
Bourgeon Capital Management
Connecticut
$108K
VC
886
Vestor Capital
Illinois
$105K
PCH
887
PGIM Custom Harvest
New Jersey
$102K
Jones Financial Companies
888
Jones Financial Companies
Missouri
$100K -$20.4K -152 -18%
TFGT
889
TS Financial Group (TSFG)
Illinois
$97K +$402 +3 +0.4%
EAM
890
Eukles Asset Management
Ohio
$96K +$91.3K +681 New
PWMG
891
Prestige Wealth Management Group
New Jersey
$91K +$61.8K +461 +251%
KFI
892
Key Financial Inc
Pennsylvania
$90K +$79.6K +594 +3,126%
EBA
893
Eagle Bay Advisors
New York
$85K +$79.1K +590 New
AS
894
Altshuler Shaham
Israel
$82K +$77.9K +581 New
SNT
895
Security National Trust
West Virginia
$77K -$18.1K -135 -20%
PFBT
896
Parkside Financial Bank & Trust
Missouri
$76K +$2.82K +21 +4%
First Manhattan
897
First Manhattan
New York
$75K
BWL
898
Bogart Wealth LLC
Virginia
$74K
TI
899
tru Independence
Oregon
$73K -$186K -1,387 -73%
CCA
900
Column Capital Advisors
Indiana
$72K