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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
FDCC
976
Foster Dykema Cabot & Co
Massachusetts
$166K +$171K +1,068 New
SSG
977
Summit Securities Group
New York
$163K +$135K +845 +408%
ASBI
978
American State Bank (Iowa)
Iowa
$161K – – –
CWP
979
Concord Wealth Partners
Virginia
$156K -$2.88K -18 -2%
PMFA
980
Plante Moran Financial Advisors
Michigan
$156K +$962 +6 +0.6%
DWA
981
Dougherty Wealth Advisers
Minnesota
$153K – – –
HCP
982
Hexagon Capital Partners
Arkansas
$152K +$7.05K +44 +5%
TF
983
TimeScale Financial
Massachusetts
$152K +$107K +668 +217%
SWM
984
Spire Wealth Management
Virginia
$150K -$86.9K -542 -36%
MPWT
985
MassMutual Private Wealth & Trust
Connecticut
$150K +$641 +4 +0.4%
BWM
986
BerganKDV Wealth Management
Minnesota
$147K – – –
CTC
987
Central Trust Company
Missouri
$144K +$21.6K +135 +17%
ARMC
988
American Research & Management Company
Massachusetts
$142K – – –
C
989
Covestor
United Kingdom
$142K – – –
RTC
990
Riverview Trust Company
Washington
$142K +$18.1K +113 +14%
KLWA
991
Kelly Lawrence W & Associates
California
$140K – – –
WB
992
Webster Bank
Connecticut
$139K – – –
PCG
993
Private Capital Group
Connecticut
$135K -$43.9K -274 -24%
FPS
994
Fieldpoint Private Securities
Connecticut
$134K -$1.51M -9,422 -92%
WTA
995
Washington Trust Advisors
Massachusetts
$133K – – –
FAM
996
Fred Alger Management
New York
$129K -$11.2K -70 -8%
CCM
997
Chilton Capital Management
Texas
$127K +$131K +818 New
KFS
998
Kelly Financial Services
Massachusetts
$127K – – –
GWM
999
Geneos Wealth Management
Colorado
$125K -$9.13K -57 -7%
HI
1000
Harbour Investments
Wisconsin
$122K +$126K +785 New
38 39
40
41 42