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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
LFG
1551
Lazard Frères Gestion
France
– -$377K -2,177 Closed
KA
1552
Kearns & Associates
California
– -$372K -2,145 Closed
AP
1553
Americana Partners
Texas
– -$370K -2,136 Closed
AWC
1554
Abundance Wealth Counselors
Pennsylvania
– -$354K -2,042 Closed
FFO
1555
Fiduciary Family Office
Florida
– -$354K -2,040 Closed
MIM
1556
Merrion Investment Management
New Jersey
– -$352K -2,031 Closed
VAG
1557
VisionPoint Advisory Group
Texas
– -$347K -2,001 Closed
GSEP
1558
Golden State Equity Partners
California
– -$324K -1,868 Closed
VCP
1559
Verus Capital Partners
Arizona
– -$322K -1,857 Closed
NWM
1560
Northwest Wealth Management
Iowa
– -$319K -1,842 Closed
TYCC
1561
Texas Yale Capital Corp
Florida
– -$314K -1,810 Closed
CCA
1562
Childress Capital Advisors
Texas
– -$314K -1,809 Closed
WC
1563
Waterloo Capital
Texas
– -$309K -1,781 Closed
SF
1564
Symphony Financial
Texas
– -$304K -1,752 Closed
LWA
1565
LifeGoal Wealth Advisors
New York
– -$296K -1,725 Closed
SAG
1566
SageView Advisory Group
California
– -$296K -1,706 Closed
SGCM
1567
Sanchez Gaunt Capital Management
Nevada
– -$293K -1,688 Closed
HWP
1568
Hibernia Wealth Partners
Louisiana
– -$290K -1,672 Closed
B
1569
Bailard
California
– -$289K -1,667 Closed
BWA
1570
BlueSky Wealth Advisors
North Carolina
– -$284K -1,635 Closed
EFG
1571
Everhart Financial Group
Ohio
– -$278K -1,602 Closed
FFP
1572
FourThought Financial Partners
Florida
– -$274K -1,580 Closed
AWM
1573
Ariadne Wealth Management
California
– -$271K -1,563 Closed
IA
1574
IFC Advisors
California
– -$271K -1,561 Closed
PFM
1575
Patton Fund Management
Texas
– -$270K -1,557 Closed
61 62
63
64 65