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Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
NA
851
NewEdge Advisors
Louisiana
– -$359K -4,345 Closed
DAC
852
Dividend Assets Capital
South Carolina
– -$314K -3,800 Closed
SS
853
Simplicity Solutions
Minnesota
– -$309K -3,740 Closed
GCA
854
Gideon Capital Advisors
New York
– -$280K -3,386 Closed
GLA
855
Great Lakes Advisors
Illinois
– -$279K -3,368 Closed
WIP
856
Wellesley Investment Partners
Massachusetts
– -$264K -3,198 Closed
SPC
857
Sigma Planning Corp
Michigan
– -$256K -3,092 Closed
LSAG
858
Lake Street Advisors Group
New Hampshire
– -$249K -3,013 Closed
QAM
859
Quantres Asset Management
Cayman Islands
– -$248K -3,000 Closed
HCM
860
Hengehold Capital Management
Ohio
– -$244K -2,947 Closed
FIM
861
Freedom Investment Management
Connecticut
– -$226K -2,668 Closed
IAA
862
Independent Advisor Alliance
North Carolina
– -$214K -2,592 Closed
WA
863
Waverly Advisors
Alabama
– -$211K -2,548 Closed
WCM
864
Wallace Capital Management
Texas
– -$202K -2,443 Closed
AA
865
Ancora Advisors
Ohio
– -$133K -1,600 Closed
EDRH
866
Edmond de Rothschild Holding
Switzerland
– -$122K -1,476 Closed
CPH
867
C Partners Holding
Switzerland
– -$115K -1,386 Closed
SWP
868
Stratos Wealth Partners
Ohio
– -$75K -904 Closed
APP
869
Avantax Planning Partners
Iowa
– -$57K -692 Closed
RMAM
870
Raab & Moskowitz Asset Management
New Jersey
– -$55K -676 Closed
MUS
871
Mitsubishi UFJ Securities
Japan
– -$52K -630 Closed
ICM
872
IMS Capital Management
Oregon
– -$50K -600 Closed
SPIA
873
Steward Partners Investment Advisory
New York
– -$47K -572 Closed
IP
874
Intellectus Partners
California
– -$44K -531 Closed
GI
875
Gradient Investments
Minnesota
– -$28.3K -340 -100%
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