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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
TFS
876
TrustCore Financial Services
Tennessee
– -$28K -337 Closed
AS
877
Altshuler Shaham
Israel
– -$24K -291 Closed
JFA
878
JNBA Financial Advisors
Minnesota
– -$15K -185 Closed
RFM
879
Royal Fund Management
Florida
– -$14K -173 Closed
WIM
880
Westside Investment Management
California
– -$12.9K -155 Closed
DBT
881
Dubuque Bank & Trust
Iowa
– -$10K -125 Closed
KJWM
882
Kiley Juergens Wealth Management
Washington
– -$9K -120 Closed
PAMG
883
Patton Albertson Miller Group
Tennessee
– -$9K -120 Closed
CCM
884
Cribstone Capital Management
Maine
– -$8K -100 Closed
KF
885
Krilogy Financial
Missouri
– -$8K -94 Closed
WC
886
Whitney & Co
New York
– -$6K -69 Closed
FAM
887
Fred Alger Management
New York
– -$6K -68 Closed
PFGIA
888
Patriot Financial Group Insurance Agency
Massachusetts
– -$6K -67 Closed
KL
889
KWMG LLC
Kansas
– -$5K -57 Closed
WC
890
Whitnell & Co
Illinois
– -$5K -56 Closed
AWM
891
Aevitas Wealth Management
Massachusetts
– -$4K -52 Closed
MCM
892
Mainstay Capital Management
Michigan
– -$3K -40 Closed
AWM
893
Avior Wealth Management
Nebraska
– -$3K -37 Closed
SFM
894
Signet Financial Management
New Jersey
– -$3K -36 Closed
ACM
895
Advent Capital Management
New York
– -$1K -15 Closed
FPB
896
First PREMIER Bank
South Dakota
– -$1K -13 Closed
GWA
897
Guidant Wealth Advisors
Illinois
– -$1K -12 Closed
LWM
898
Liberty Wealth Management
California
– +$834 +10 New
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