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Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
MRWM
1201
ML&R Wealth Management
Texas
– -$208K -1,219 Closed
JWCA
1202
J.W. Cole Advisors
Florida
– -$207K -1,215 Closed
CIA
1203
Choate Investment Advisors
Massachusetts
– -$207K -1,213 Closed
RPC
1204
Rossmore Private Capital
Connecticut
– -$207K -1,213 Closed
DWA
1205
Douglass Winthrop Advisors
New York
– -$205K -1,200 Closed
FIM
1206
Fernwood Investment Management
Massachusetts
– -$205K -1,200 Closed
NJBEST
1207
New Jersey Better Educational Savings Trust
New Jersey
– -$205K -1,200 Closed
PFA
1208
Pathway Financial Advisors
Vermont
– -$205K -1,200 Closed
PIM
1209
Perpetual Investment Management
Australia
– -$205K -1,200 Closed
VC
1210
Veracity Capital
Georgia
– -$204K -1,197 Closed
GWANC
1211
Guardian Wealth Advisors (North Carolina)
North Carolina
– -$203K -1,191 Closed
DWM
1212
Destination Wealth Management
California
– -$203K -1,189 Closed
APP
1213
Avantax Planning Partners
Iowa
– -$202K -1,186 Closed
MA
1214
Mutual Advisors
Nebraska
– -$202K -1,186 Closed
GVAG
1215
Great Valley Advisor Group
Delaware
– -$204K -1,175 Closed
BFC
1216
Bedel Financial Consulting
Indiana
– -$159K -933 Closed
NO
1217
Ninety One
South Africa
– -$126K -727 Closed
DBG
1218
De Burlo Group
Massachusetts
– -$102K -600 Closed
Koshinski Asset Management
1219
Koshinski Asset Management
Illinois
– -$78.2K -459 Closed
DC
1220
DeDora Capital
California
– -$74K -435 Closed
APP
1221
Alpha Paradigm Partners
Illinois
– -$71K -418 Closed
T
1222
TCWP
Ohio
– -$61K -363 Closed
MFA
1223
McClarren Financial Advisors
Pennsylvania
– -$55K -328 Closed
GAM
1224
Gemmer Asset Management
California
– -$55K -325 Closed
Group One Trading
1225
Group One Trading
Illinois
– -$50.8K -317 Closed
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