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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
ACG
1251
Allen Capital Group
Nebraska
– -$569K -3,436 Closed
CBNLCF
1252
Cognios Beta Neutral Large Cap Fund
Kansas
– -$530K -3,203 Closed
RL
1253
Ruffer LLP
United Kingdom
– -$482K -2,900 Closed
WANY
1254
Wealthspire Advisors (New York)
New York
– -$418K -2,529 Closed
UPC
1255
Utah Peaks Capital
Utah
– -$362K -2,185 Closed
GLA
1256
Good Life Advisors
Pennsylvania
– -$347K -2,097 Closed
CC
1257
Cipher Capital
New York
– -$345K -2,084 Closed
LGWM
1258
Litman Gregory Wealth Management
California
– -$298K -1,800 Closed
EP
1259
Edgestream Partners
New Jersey
– -$297K -1,794 Closed
GCP
1260
GSA Capital Partners
United Kingdom
– -$277K -1,674 Closed
MC
1261
Machina Capital
France
– -$265K -1,600 Closed
RMC
1262
Resources Management Corp
Connecticut
– -$262K -1,573 -98%
RIM
1263
Rockbridge Investment Management
New York
– -$257K -1,551 Closed
IFG
1264
Independent Financial Group
California
– -$254K -1,537 Closed
GFP
1265
Gryphon Financial Partners
Ohio
– -$250K -1,509 Closed
SPA
1266
Sherbrooke Park Advisers
New York
– -$248K -1,500 Closed
RA
1267
RFG Advisory
Alabama
– -$244K -1,419 Closed
CCA
1268
Childress Capital Advisors
Texas
– -$233K -1,409 Closed
SPP
1269
Single Point Partners
Massachusetts
– -$220K -1,327 Closed
DBT
1270
Dubuque Bank & Trust
Iowa
– -$208K -1,256 Closed
IAIM
1271
International Assets Investment Management
Florida
– -$206K -1,245 Closed
CIA
1272
Choate Investment Advisors
Massachusetts
– -$201K -1,213 Closed
APA
1273
Astoria Portfolio Advisors
New York
– -$208K -1,202 Closed
DFCM
1274
Dark Forest Capital Management
Puerto Rico
– -$183K -1,106 Closed
RBC
1275
Romano Brothers & Co
Illinois
– -$151K -915 Closed
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