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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
VI
1176
Versor Investments
New York
– -$533K -3,127 Closed
E
1177
Ergoteles
New York
– -$503K -2,953 Closed
BG
1178
Bollard Group
Massachusetts
– -$502K -2,948 Closed
CFAM
1179
Center For Asset Management
Florida
– -$466K -2,736 Closed
WWM
1180
Windsor Wealth Management
Indiana
– -$448K -2,594 Closed
FEG
1181
Fund Evaluation Group
Ohio
– -$411K -2,411 Closed
BFPW
1182
BOK Financial Private Wealth
Colorado
– -$399K -2,341 Closed
MHS
1183
M Holdings Securities
Oregon
– -$316K -1,852 Closed
QTM
1184
qPULA Trading Management
New York
– -$307K -1,800 Closed
FHA
1185
Flagship Harbor Advisors
Massachusetts
– -$296K -1,738 Closed
ACM
1186
Advisors Capital Management
New Jersey
– -$249K -1,462 Closed
AWS
1187
Atria Wealth Solutions
New York
– -$246K -1,442 Closed
FCBT
1188
First Citizens Bank & Trust
North Carolina
– -$245K -1,440 Closed
CWP
1189
Capital Wealth Planning
Florida
– -$239K -1,400 Closed
SMA
1190
Sage Mountain Advisors
Georgia
– -$238K -1,398 Closed
JSW
1191
Journey Strategic Wealth
New Jersey
– -$235K -1,379 Closed
AWA
1192
Arete Wealth Advisors
Illinois
– -$222K -1,304 Closed
TCMP
1193
Thrive Capital Management (Pennsylvania)
Pennsylvania
– -$222K -1,301 Closed
BCM
1194
Bayesian Capital Management
New York
– -$222K -1,300 Closed
AT
1195
Arvest Trust
Oklahoma
– -$220K -1,288 Closed
LA
1196
LVW Advisors
New York
– -$218K -1,281 Closed
SB
1197
Sunflower Bank
Texas
– -$215K -1,263 Closed
DHFB
1198
Dixon Hubard Feinour & Brown
Virginia
– -$215K -1,259 Closed
FFA
1199
First Foundation Advisors
California
– -$211K -1,241 Closed
CPO
1200
Cerity Partners OCIO
New York
– -$210K -1,235 Closed
46 47
48
49 50