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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
GCA
1601
Genesee Capital Advisors
New York
-$214K -1,232 Closed
SFGM
1602
Stonebridge Financial Group (Missouri)
Missouri
-$213K -1,230 Closed
EP
1603
Edgestream Partners
New Jersey
-$212K -1,224 Closed
FWP
1604
Falcon Wealth Planning
California
-$212K -1,224 Closed
SWASL
1605
Spartan Wealth Advisory Services LLC
Michigan
-$212K -1,222 Closed
PPWM
1606
Paragon Private Wealth Management
Kentucky
-$212K -1,221 Closed
RFP
1607
Root Financial Partners
California
-$211K -1,218 Closed
CA
1608
COFG Advisors
Illinois
-$210K -1,211 Closed
ACC
1609
Acorn Creek Capital
Colorado
-$209K -1,204 Closed
TWM
1610
TRB Wealth Management
Texas
-$208K -1,200 Closed
TWP
1611
Tyche Wealth Partners
Texas
-$208K -1,199 Closed
NFG
1612
Nations Financial Group
Iowa
-$208K -1,197 Closed
CC
1613
Courier Capital
New York
-$206K -1,190 Closed
PWM
1614
Palumbo Wealth Management
New York
-$205K -1,183 Closed
AFGAS
1615
Allegiance Financial Group Advisory Services
Virginia
-$204K -1,179 Closed
CWM
1616
Cahaba Wealth Management
Georgia
-$204K -1,174 Closed
WDC
1617
Woodward Diversified Capital
California
-$205K -1,167 Closed
BMWS
1618
Brady Martz Wealth Solutions
North Dakota
-$202K -1,163 Closed
RMC
1619
Resources Management Corp
Connecticut
-$195K -1,125 Closed
PAM
1620
Paradigm Asset Management
New York
-$173K -1,000 Closed
CFG
1621
Clayton Financial Group
Missouri
-$139K -801 Closed
KC
1622
Knuff & Co
California
-$135K -780 Closed
DWP
1623
Destiny Wealth Partners
Florida
-$130K -748 Closed
Optiver Holding
1624
Optiver Holding
Netherlands
-$127K -732 Closed
WSFG
1625
Wall Street Financial Group
Illinois
-$93.7K -540 Closed