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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1001
Bourgeon Capital Management
Connecticut
$119K
PFBT
1002
Parkside Financial Bank & Trust
Missouri
$113K +$16.3K +102 +16%
HNWAG
1003
High Net Worth Advisory Group
Florida
$111K
HFS
1004
Heritage Financial Services
Massachusetts
$108K +$112K +700 New
TFGT
1005
TS Financial Group (TSFG)
Illinois
$107K
VC
1006
Vestor Capital
Illinois
$106K
MA
1007
MCF Advisors
Kentucky
$102K +$99K +618 +1,545%
Q
1008
QVR
California
$101K +$104K +649 New
CFO
1009
CVA Family Office
Colorado
$100K -$49.7K -310 -32%
BWL
1010
Bogart Wealth LLC
Virginia
$97K
TF
1011
Tompkins Financial
New York
$96K
MHR
1012
Matthew Hamilton Rosenberg
$92K
JSAM
1013
J. Safra Asset Management
New York
$88K
GI
1014
Gradient Investments
Minnesota
$87K +$20.8K +130 +30%
SBL
1015
Sargent Bickham Lagudis
Colorado
$84K +$29K +181 +50%
TSWM
1016
Tyler-Stone Wealth Management
Ohio
$83K
PAI
1017
Pittenger & Anderson Inc
Nebraska
$78K
SC
1018
Solstein Capital
California
$78K
IAMOG
1019
Investors Asset Management of Georgia
Georgia
$78K +$80.1K +500 New
IRC
1020
Investors Research Corp
Georgia
$77K +$46K +287 +139%
EBA
1021
Eagle Bay Advisors
New York
$75K +$77.4K +483 New
AA
1022
Ancora Advisors
Ohio
$74K +$76.3K +476 New
AA
1023
Addison Advisors
Vermont
$70K
ICM
1024
Islay Capital Management
Texas
$70K
JGIA
1025
Jackson Grant Investment Advisers
Connecticut
$69K +$321 +2 +0.5%