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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
XSC
1551
X-Square Capital
Puerto Rico
– -$623K -2,957 Closed
JFG
1552
Jefferies Financial Group
New York
– -$621K -2,946 Closed
HOWA
1553
Heritage Oak Wealth Advisors
Florida
– -$564K -2,677 Closed
VI
1554
Versor Investments
New York
– -$421K -1,998 Closed
AC
1555
Allstate Corporation
Illinois
– -$399K -1,894 Closed
AA
1556
Apriem Advisors
California
– -$376K -1,786 Closed
AWA
1557
Arete Wealth Advisors
Illinois
– -$345K -1,637 Closed
GA
1558
Gateway Advisory
New Jersey
– -$331K -1,572 Closed
AAS
1559
Ameritas Advisory Services
Nebraska
– -$322K -1,526 Closed
HTC
1560
Haverford Trust Company
Pennsylvania
– -$298K -1,414 Closed
FIM
1561
Fernwood Investment Management
Massachusetts
– -$291K -1,382 Closed
FWIA
1562
Fort Washington Investment Advisors
Ohio
– -$272K -1,291 Closed
AHC
1563
Anderson Hoagland & Co
Missouri
– -$271K -1,280 Closed
TC
1564
TradeLink Capital
Illinois
– -$253K -1,200 Closed
MIA
1565
MainStreet Investment Advisors
Illinois
– -$247K -1,171 Closed
IWA
1566
IBEX Wealth Advisors
New Jersey
– -$237K -1,127 Closed
CGA
1567
Crescent Grove Advisors
Illinois
– -$230K -1,092 Closed
WF
1568
Wayfinding Financial
Washington
– -$215K -1,021 Closed
EC
1569
EntryPoint Capital
New York
– -$210K -995 Closed
AG
1570
AlTi Global
New York
– -$207K -982 Closed
TWP
1571
Triad Wealth Partners
Kansas
– -$182K -865 Closed
TFF
1572
The Family Firm
Maryland
– -$167K -794 Closed
GI
1573
Gradient Investments
Minnesota
– -$155K -735 Closed
OWA
1574
Opal Wealth Advisors
New York
– -$147K -698 Closed
BC
1575
Belmont Capital
California
– -$47.4K -225 Closed
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