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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
BMO
1626
Beck Mack & Oliver
New York
– -$245K -1,100 Closed
PWP
1627
PrairieView Wealth Partners
Illinois
– -$237K -1,063 Closed
MC
1628
Middleton & Co
Massachusetts
– -$236K -1,060 Closed
VFA
1629
Voya Financial Advisors
Connecticut
– -$237K -1,060 Closed
COCM
1630
Charter Oak Capital Management
New Hampshire
– -$233K -1,045 Closed
NCFG
1631
New Century Financial Group
New Jersey
– -$233K -1,045 Closed
ABC
1632
Associated Banc-Corp
Wisconsin
– -$232K -1,042 Closed
ARC
1633
Advisor Resource Council
Texas
– -$232K -1,039 Closed
KWA
1634
Kingswood Wealth Advisors
California
– -$227K -1,019 Closed
APA
1635
Astoria Portfolio Advisors
New York
– -$227K -1,009 Closed
CW
1636
Code Waechter
Florida
– -$224K -1,003 Closed
WDC
1637
Woodward Diversified Capital
California
– -$222K -996 Closed
BONST
1638
Bank of Nova Scotia Trust
Ontario, Canada
– -$219K -980 Closed
HWP
1639
Hibernia Wealth Partners
Louisiana
– -$218K -977 Closed
VCM
1640
Virtue Capital Management
Tennessee
– -$217K -971 Closed
WA
1641
Wealthstream Advisors
New York
– -$213K -953 Closed
ST
1642
Sabal Trust
Florida
– -$212K -949 Closed
HIG
1643
Heritage Investment Group
Florida
– -$210K -941 Closed
HBS
1644
Howard Bailey Securities
Indiana
– -$207K -929 Closed
BHBT
1645
Burke & Herbert Bank & Trust
Virginia
– -$207K -928 Closed
ABTD
1646
Arvest Bank Trust Division
Oklahoma
– -$206K -923 Closed
BWP
1647
Baldwin Wealth Partners
Massachusetts
– -$206K -922 Closed
SIM
1648
SSI Investment Management
California
– -$205K -921 Closed
SP
1649
Stablepoint Partners
Massachusetts
– -$205K -920 Closed
CHP
1650
Cable Hill Partners
Oregon
– -$205K -918 Closed
64 65
66
67 68