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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
926
Plante Moran Financial Advisors
Michigan
$148K +$302 +2 +0.2%
BWM
927
BerganKDV Wealth Management
Minnesota
$143K
HCP
928
Hexagon Capital Partners
Arkansas
$141K -$605 -4 -0.4%
BFC
929
Bedel Financial Consulting
Indiana
$141K
GWM
930
Geneos Wealth Management
Colorado
$140K
ARMC
931
American Research & Management Company
Massachusetts
$139K
CFA
932
Carroll Financial Associates
North Carolina
$137K +$1.21K +8 +0.9%
KLWA
933
Kelly Lawrence W & Associates
California
$136K
CTC
934
Central Trust Company
Missouri
$128K
KFS
935
Kelly Financial Services
Massachusetts
$123K
WB
936
Webster Bank
Connecticut
$123K +$2.12K +14 +2%
PWMG
937
Prestige Wealth Management Group
New Jersey
$121K +$22.7K +150 +23%
CPC
938
Consolidated Planning Corp
Georgia
$118K +$118K +777 New
NO
939
Ninety One
South Africa
$117K +$44.2K +292 +62%
BCM
940
Bourgeon Capital Management
Connecticut
$116K
VC
941
Vestor Capital
Illinois
$113K
Jones Financial Companies
942
Jones Financial Companies
Missouri
$108K
TFGT
943
TS Financial Group (TSFG)
Illinois
$104K
PFBT
944
Parkside Financial Bank & Trust
Missouri
$104K +$22.7K +150 +28%
TF
945
Tompkins Financial
New York
$98K +$98.2K +649 New
BWL
946
Bogart Wealth LLC
Virginia
$95K +$15.3K +101 +19%
ARIS
947
Advanced Research Investment Solutions
California
$91.2K +$91K +602 New
TAIM
948
TD Ameritrade Investment Management
Nebraska
$84K -$40.5K -268 -27%
First Manhattan
949
First Manhattan
New York
$80K
JCM
950
Jacobi Capital Management
Pennsylvania
$79K +$3.18K +21 +4%