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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
CGA
1051
Crescent Grove Advisors
Illinois
– -$229K -1,877 Closed
SGI
1052
Summit Global Investments
Utah
– -$201K -1,650 Closed
PHK
1053
Point72 Hong Kong
Hong Kong
– -$123K -920 Closed
FP
1054
Fiduciary Planning
Florida
– -$105K -865 Closed
PCM
1055
Pinz Capital Management
New York
– -$97K -800 Closed
CFN
1056
Cordasco Financial Network
Florida
– -$92K -757 Closed
AIM
1057
Axiom Investment Management
New York
– -$89K -720 Closed
VFA
1058
Valeo Financial Advisors
Indiana
– -$81K -669 Closed
MF
1059
Manchester Financial
California
– -$81K -668 Closed
PCIA
1060
Prime Capital Investment Advisors
Kansas
– -$40K -331 Closed
SLF
1061
Sun Life Financial
Ontario, Canada
– -$37K -301 Closed
MLFP
1062
MPS Loria Financial Planners
Illinois
– -$35K -290 Closed
IAIM
1063
International Assets Investment Management
Florida
– -$29K -245 Closed
FQ
1064
First Quadrant
California
– -$27K -222 Closed
CAC
1065
Certified Advisory Corp
Florida
– -$27K -220 Closed
APC
1066
Aspire Private Capital
North Carolina
– -$24K -197 Closed
SSC
1067
Syverson Strege & Co
Iowa
– -$22K -178 Closed
LF
1068
Lee Financial
Texas
– -$8K -67 Closed
TCM
1069
Tradewinds Capital Management
Washington
– -$6K -53 Closed
WCM
1070
Wealthcare Capital Management
Virginia
– -$6K -53 Closed
MWM
1071
Mascoma Wealth Management
New Hampshire
– -$6K -50 Closed
MWP
1072
Meridian Wealth Partners
Pennsylvania
– -$5K -49 Closed
HR
1073
Howe & Rusling
New York
– -$6K -48 Closed
VBCG
1074
Valley Brook Capital Group
Pennsylvania
– -$3K -32 Closed
CWM
1075
Cranbrook Wealth Management
Michigan
– -$3K -26 Closed
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