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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
PCG
976
Private Capital Group
Connecticut
$195K +$1.58K +10 +0.9%
BEI
977
Benjamin Edwards Inc
Missouri
$190K +$39.6K +251 +29%
RBC
978
Roble Belko & Company
Pennsylvania
$186K +$172K +1,090 New
CCM
979
Covington Capital Management
California
$182K – – –
GC
980
Garde Capital
Washington
$182K – – –
ASBI
981
American State Bank (Iowa)
Iowa
$176K – – –
CWP
982
Concord Wealth Partners
Virginia
$175K +$2.84K +18 +2%
PMFA
983
Plante Moran Financial Advisors
Michigan
$171K -$22.9K -145 -13%
DWA
984
Dougherty Wealth Advisers
Minnesota
$168K – – –
APF
985
Alaska Permanent Fund
Alaska
$168K +$1.73K +11 +1%
MPWT
986
MassMutual Private Wealth & Trust
Connecticut
$164K -$18.4K -117 -11%
CFO
987
CVA Family Office
Colorado
$163K +$78K +495 +108%
BWM
988
BerganKDV Wealth Management
Minnesota
$161K – – –
HCP
989
Hexagon Capital Partners
Arkansas
$160K +$631 +4 +0.4%
BFC
990
Bedel Financial Consulting
Indiana
$159K -$1.58K -10 -1%
PI
991
PEAK6 Investments
Illinois
$159K +$147K +932 New
PWMG
992
Prestige Wealth Management Group
New Jersey
$157K +$10.7K +68 +8%
ETC
993
Exchange Traded Concepts
Oklahoma
$156K -$10.7K -68 -7%
ARMC
994
American Research & Management Company
Massachusetts
$156K – – –
C
995
Covestor
United Kingdom
$155K +$66.2K +420 +85%
FAM
996
Fred Alger Management
New York
$154K +$16.9K +107 +13%
KLWA
997
Kelly Lawrence W & Associates
California
$153K – – –
WB
998
Webster Bank
Connecticut
$153K – – –
WTA
999
Washington Trust Advisors
Massachusetts
$146K -$6.94K -44 -5%
GWM
1000
Geneos Wealth Management
Colorado
$146K – – –
38 39
40
41 42