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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
EHC
1201
Everett Harris & Co
California
-$202K -1,300 Closed
FA
1202
Fermata Advisors
California
-$202K -1,298 Closed
CCMG
1203
Clark Capital Management Group
Pennsylvania
-$201K -1,297 Closed
OWP
1204
Obermeyer Wealth Partners
Colorado
-$200K -1,290 Closed
PFS
1205
Prospera Financial Services
Texas
-$191K -1,225 Closed
SSG
1206
Summit Securities Group
New York
-$163K -1,052 Closed
CWP
1207
Concord Wealth Partners
Virginia
-$156K -1,006 Closed
CCM
1208
Chilton Capital Management
Texas
-$127K -818 Closed
HFS
1209
Heritage Financial Services
Massachusetts
-$108K -700 Closed
PFGIA
1210
Patriot Financial Group Insurance Agency
Massachusetts
-$68K -435 Closed
OIS
1211
Okabena Investment Services
Minnesota
-$47K -303 Closed
FBT
1212
First Bank & Trust
South Dakota
-$31K -201 Closed
CA
1213
CoreCap Advisors
Michigan
-$30K -196 Closed
SIC
1214
Salem Investment Counselors
North Carolina
-$24K -155 Closed
M
1215
MOTCO
Texas
-$13K -84 Closed
GKIM
1216
GW&K Investment Management
Massachusetts
-$10K -64 Closed
FCG
1217
Financial Connections Group
California
-$7K -51 Closed
CP
1218
Castleview Partners
Texas
-$6.8K -50 Closed
TCWA
1219
Ten Capital Wealth Advisors
Washington
-$7K -46 Closed
SFG
1220
Steward Financial Group
Texas
-$6K -45 Closed
FPB
1221
First PREMIER Bank
South Dakota
-$5K -35 Closed
COCM
1222
Charter Oak Capital Management
New Hampshire
-$4K -25 Closed
Loomis, Sayles & Company
1223
Loomis, Sayles & Company
Massachusetts
-$3K -22 Closed
GWMIA
1224
Global Wealth Management Investment Advisory
Florida
-$3K -17 Closed
AIP
1225
Ahrens Investment Partners
Louisiana
-$2K -14 Closed