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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
1076
Concord Wealth Partners
Virginia
$66.7K +$65.9K +403 New
AA
1077
Ancora Advisors
Ohio
$66K +$17.2K +105 +35%
HDIM
1078
Hanson & Doremus Investment Management
Vermont
$65K +$4.74K +29 +8%
VCM
1079
Versant Capital Management
Arizona
$62.6K – – –
SCM
1080
Silvant Capital Management
Georgia
$59.2K – – –
DAC
1081
Dividend Assets Capital
South Carolina
$59K – – –
KA
1082
Kozak & Associates
Colorado
$59K +$164 +1 +0.3%
SSB
1083
Sandy Spring Bank
Maryland
$58.6K +$8.83K +54 +18%
TWA
1084
TCI Wealth Advisors
Arizona
$57.6K -$1.96K -12 -3%
CAC
1085
Core Alternative Capital
Georgia
$57.5K +$818 +5 +1%
GI
1086
Gradient Investments
Minnesota
$55.9K +$19.3K +118 +54%
ETC
1087
Exchange Traded Concepts
Oklahoma
$55.4K -$56.7K -347 -51%
MFA
1088
McClarren Financial Advisors
Pennsylvania
$54K – – –
MCM
1089
MV Capital Management
Maryland
$53.8K +$6.87K +42 +15%
LCM
1090
Logan Capital Management
Pennsylvania
$53.6K -$2.41M -14,762 -98%
CT
1091
Colonial Trust
South Carolina
$52K +$51K +312 New
USCWA
1092
U.S. Capital Wealth Advisors
Texas
$52K +$51.3K +314 New
TIM
1093
Tortoise Investment Management
New York
$51.5K +$1.31K +8 +3%
CG
1094
Cutler Group
California
$51K – – –
HWM
1095
HighMark Wealth Management
Minnesota
$50.9K – – –
GWM
1096
Geneos Wealth Management
Colorado
$50.6K -$3.76K -23 -7%
FFA
1097
Farther Finance Advisors
California
$50.6K +$50K +306 New
BCMLT
1098
Beacon Capital Management LLC (Tennessee)
Tennessee
$49.6K – – –
PWMA
1099
Pension & Wealth Management Advisors
Massachusetts
$49.6K +$49.1K +300 New
PCTC
1100
Perkins Coie Trust Company
Washington
$47.3K -$8.99K -55 -16%
42 43
44
45 46