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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
AGWCA
1626
Annis Gardner Whiting Capital Advisors
Florida
– -$80.3K -463 Closed
GAA
1627
Global Assets Advisory
Florida
– -$77.5K -447 Closed
DI
1628
DAGCO Inc
Ohio
– -$65.8K -379 Closed
TPWA
1629
Twin Peaks Wealth Advisors
California
– -$59.5K -343 Closed
SIS
1630
Sound Income Strategies
Florida
– -$56.1K -326 Closed
WPA
1631
Wealth Preservation Advisors
Tennessee
– -$55K -317 Closed
AA
1632
Addison Advisors
Vermont
– -$42.5K -245 Closed
SA
1633
Scarborough Advisors
Maryland
– -$37.6K -217 Closed
CIR
1634
Clear Investment Research
Georgia
– -$30.2K -174 Closed
TGY2IT
1635
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
– -$30K -173 Closed
AIA
1636
Aventus Investment Advisors
Florida
– -$22.5K -130 Closed
LWMI
1637
Legacy Wealth Management (Idaho)
Idaho
– -$22.4K -129 Closed
CAM
1638
Chesapeake Asset Management
New York
– -$17.9K -103 Closed
BDPWM
1639
Barnes Dennig Private Wealth Management
Ohio
– -$17.5K -101 Closed
TC
1640
Truvestments Capital
Florida
– -$15.3K -88 Closed
FMB
1641
Field & Main Bank
Kentucky
– -$11.3K -65 Closed
GAAM
1642
Guinness Atkinson Asset Management
California
– -$8.04K -44 Closed
VR
1643
Vision Retirement
New Jersey
– -$7.39K -43 Closed
WCM
1644
Westend Capital Management
California
– -$6.59K -38 Closed
PWA
1645
Portus Wealth Advisors
North Carolina
– -$6.24K -36 Closed
RF
1646
RetireMitten Financial
Michigan
– -$5.55K -32 Closed
FWA
1647
Flagship Wealth Advisors
Massachusetts
– -$6.56K -30 Closed
NA
1648
Networth Advisors
Pennsylvania
– -$4.51K -26 Closed
EWM
1649
Evermay Wealth Management
Virginia
– -$4.16K -24 Closed
TLFA
1650
True Link Financial Advisors
California
– -$3.99K -23 Closed
63 64 65
66
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