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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
DWA
1101
Dougherty Wealth Advisers
Minnesota
$83.3K -$8.87K -50 -10%
TCOV
1102
Trust Company of Vermont
Vermont
$79K -$10.3K -58 -12%
CSC
1103
Caldwell Sutter Capital
California
$76.7K
CFGS
1104
Concourse Financial Group Securities
Alabama
$75.8K +$7.28K +41 +11%
AA
1105
Ancora Advisors
Ohio
$74.3K
VCM
1106
Versant Capital Management
Arizona
$72.8K
CAC
1107
Core Alternative Capital
Georgia
$71K
MCM
1108
MV Capital Management
Maryland
$70.7K +$1.06K +6 +2%
HDIM
1109
Hanson & Doremus Investment Management
Vermont
$68K
FA
1110
Fiduciary Alliance
South Carolina
$67.7K +$63.9K +360 New
SCM
1111
Silvant Capital Management
Georgia
$67.3K
KA
1112
Kozak & Associates
Colorado
$66.2K +$177 +1 +0.3%
Loomis, Sayles & Company
1113
Loomis, Sayles & Company
Massachusetts
$66K -$4.97K -28 -7%
RFA
1114
Resurgent Financial Advisors
Georgia
$63.4K +$355 +2 +0.6%
BCMLT
1115
Beacon Capital Management LLC (Tennessee)
Tennessee
$61.3K +$4.61K +26 +9%
MFA
1116
McClarren Financial Advisors
Pennsylvania
$61K
SSB
1117
Sandy Spring Bank
Maryland
$60.6K +$3.55K +20 +7%
GWM
1118
Geneos Wealth Management
Colorado
$60.4K +$2.66K +15 +5%
TIM
1119
Tortoise Investment Management
New York
$58.5K
HWM
1120
HighMark Wealth Management
Minnesota
$57.8K
DAC
1121
Dividend Assets Capital
South Carolina
$57K -$8.87K -50 -14%
PWMA
1122
Pension & Wealth Management Advisors
Massachusetts
$56.4K
CAS
1123
Coppell Advisory Solutions
Texas
$56.2K +$53.6K +302 New
LCM
1124
Logan Capital Management
Pennsylvania
$56K
WB
1125
Webster Bank
Connecticut
$55.9K