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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
MSWM
1526
McGlone Suttner Wealth Management
Wisconsin
– -$207K -1,005 Closed
ABC
1527
Associated Banc-Corp
Wisconsin
– -$203K -986 Closed
WA
1528
Wealthstream Advisors
New York
– -$202K -979 Closed
NCTC
1529
New Covenant Trust Company
Indiana
– -$187K -906 Closed
MME
1530
Meag Munich Ergo
Germany
– -$102K -494 Closed
BSC
1531
Brown Shipley & Co
United Kingdom
– -$84.8K -416 Closed
DMIC
1532
Dixon Mitchell Investment Counsel
British Columbia, Canada
– -$35K -170 Closed
CA
1533
CoreCap Advisors
Michigan
– -$32.5K -158 Closed
HT
1534
Headlands Technologies
Illinois
– -$26.6K -129 Closed
GAA
1535
Global Assets Advisory
Florida
– -$13K -64 Closed
PAM
1536
Palisade Asset Management
Minnesota
– -$11.7K -57 Closed
LF
1537
LifeSteps Financial
California
– -$9.47K -46 Closed
WCM
1538
Westend Capital Management
California
– -$8.86K -43 Closed
FPB
1539
First PREMIER Bank
South Dakota
– -$7K -36 Closed
FFC
1540
First Financial Corp
Indiana
– -$5.77K -28 Closed
WPWM
1541
Western Pacific Wealth Management
Illinois
– -$3.3K -16 Closed
GA
1542
GoalVest Advisory
New York
– -$1.65K -8 Closed
FSWA
1543
Financial Synergies Wealth Advisors
Texas
– -$1.03K -5 Closed
MAWCM
1544
Mine & Arao Wealth Creation & Management
California
– -$618 -3 Closed
TWP
1545
TFO Wealth Partners
Ohio
– -$206 -1 Closed
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