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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
DWA
1001
Dougherty Wealth Advisers
Minnesota
$171K
ETC
1002
Exchange Traded Concepts
Oklahoma
$171K +$146K +876 +811%
BWM
1003
BerganKDV Wealth Management
Minnesota
$165K
AA
1004
AlphaCentric Advisors
Puerto Rico
$165K +$157K +948 New
BFC
1005
Bedel Financial Consulting
Indiana
$164K +$1.66K +10 +1%
CFA
1006
Carroll Financial Associates
North Carolina
$163K +$5.81K +35 +4%
HCP
1007
Hexagon Capital Partners
Arkansas
$162K
ARMC
1008
American Research & Management Company
Massachusetts
$159K
WTA
1009
Washington Trust Advisors
Massachusetts
$157K +$150K +900 New
KLWA
1010
Kelly Lawrence W & Associates
California
$156K
WB
1011
Webster Bank
Connecticut
$156K +$14.3K +86 +11%
BEI
1012
Benjamin Edwards Inc
Missouri
$150K +$86K +518 +151%
HNWAG
1013
High Net Worth Advisory Group
Florida
$150K +$143K +862 New
APF
1014
Alaska Permanent Fund
Alaska
$150K +$162K +974 New
GWM
1015
Geneos Wealth Management
Colorado
$149K -$9.14K -55 -6%
PWMG
1016
Prestige Wealth Management Group
New Jersey
$148K +$9.63K +58 +7%
CCM
1017
Chilton Capital Management
Texas
$142K +$136K +818 New
KFS
1018
Kelly Financial Services
Massachusetts
$142K
CTC
1019
Central Trust Company
Missouri
$141K -$5.65K -34 -4%
FAM
1020
Fred Alger Management
New York
$138K +$50.7K +305 +62%
SOW
1021
State of Wyoming
Wyoming
$135K +$44.4K +267 +52%
BCM
1022
Bourgeon Capital Management
Connecticut
$133K
Jones Financial Companies
1023
Jones Financial Companies
Missouri
$132K +$7.97K +48 +7%
VC
1024
Vestor Capital
Illinois
$130K
NO
1025
Ninety One
South Africa
$126K -$5.65K -34 -4%