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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
1326
LGT Financial Advisors
Texas
– -$257K -1,364 Closed
USCWA
1327
U.S. Capital Wealth Advisors
Texas
– -$244K -1,298 Closed
OWP
1328
Obermeyer Wealth Partners
Colorado
– -$243K -1,290 Closed
VWA
1329
V Wealth Advisors
Kansas
– -$241K -1,279 Closed
FCM
1330
Fourpath Capital Management
Oklahoma
– -$220K -1,171 Closed
FFA
1331
Founders Financial Alliance
North Carolina
– -$209K -1,111 Closed
AIA
1332
Angeles Investment Advisors
California
– -$204K -1,082 Closed
AAM
1333
Aureus Asset Management
Massachusetts
– -$201K -1,068 Closed
WP
1334
WealthPLAN Partners
Nebraska
– -$185K -981 Closed
CFO
1335
CVA Family Office
Colorado
– -$179K -954 Closed
PIAS
1336
PCA Investment Advisory Services
Ohio
– -$142K -753 Closed
TAIM
1337
TD Ameritrade Investment Management
Nebraska
– -$120K -639 Closed
MME
1338
Meag Munich Ergo
Germany
– -$101K -538 Closed
FA
1339
Fiduciary Alliance
South Carolina
– -$67.7K -360 Closed
CAS
1340
Coppell Advisory Solutions
Texas
– -$56.2K -302 Closed
SOW
1341
State of Wyoming
Wyoming
– -$38.2K -203 Closed
NFSG
1342
Newbridge Financial Services Group
Florida
– -$37K -197 Closed
RI
1343
Ridgewood Investments
New Jersey
– -$36.3K -193 Closed
TFP
1344
Tilia Fiduciary Partners
North Carolina
– -$34.6K -184 Closed
GFPC
1345
Global Financial Private Client
Florida
– -$32.4K -175 Closed
MRCM
1346
M&R Capital Management
New Jersey
– -$21.4K -114 Closed
EDRH
1347
Edmond de Rothschild Holding
Switzerland
– -$19.7K -105 Closed
BG
1348
Bollard Group
Massachusetts
– -$12K -65 Closed
TCM
1349
TD Capital Management
Tennessee
– -$10.4K -55 Closed
FCG
1350
Financial Connections Group
California
– -$9K -51 Closed
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