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Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
GAAM
1651
Guinness Atkinson Asset Management
California
– -$8.04K -44 Closed
VR
1652
Vision Retirement
New Jersey
– -$7.39K -43 Closed
WCM
1653
Westend Capital Management
California
– -$6.59K -38 Closed
PWA
1654
Portus Wealth Advisors
North Carolina
– -$6.24K -36 Closed
RF
1655
RetireMitten Financial
Michigan
– -$5.55K -32 Closed
FWA
1656
Flagship Wealth Advisors
Massachusetts
– -$6.56K -30 Closed
NA
1657
Networth Advisors
Pennsylvania
– -$4.51K -26 Closed
EWM
1658
Evermay Wealth Management
Virginia
– -$4.16K -24 Closed
TLFA
1659
True Link Financial Advisors
California
– -$3.99K -23 Closed
GWSA
1660
Global Wealth Strategies & Associates
Colorado
– -$3.34K -19 Closed
YP
1661
YANKCOM Partnership
South Dakota
– -$3.3K -19 Closed
VWM
1662
Vermillion Wealth Management
Minnesota
– -$3.12K -18 Closed
IWS
1663
Intentional Wealth Strategies
Colorado
– -$2.95K -17 Closed
NF
1664
Napier Financial
Massachusetts
– -$1.39K -8 Closed
TWM
1665
TopTier Wealth Management
Wisconsin
– -$1.21K -7 Closed
BHWM
1666
Beaird Harris Wealth Management
Texas
– -$1.04K -6 Closed
MWC
1667
MBM Wealth Consultants
Missouri
– -$1.04K -6 Closed
BWM
1668
Benson Wealth Management
Tennessee
– -$867 -5 Closed
CW
1669
Curio Wealth
Maryland
– -$520 -3 Closed
ECM
1670
Estabrook Capital Management
New York
– -$520 -3 Closed
SIS
1671
Strategic Investment Solutions
Illinois
– -$347 -2 Closed
T
1672
Tidemark
California
– -$347 -2 Closed
3FI
1673
3 Factor Indexing
California
– -$174 -1 Closed
EA
1674
Evolution Advisers
Virginia
– +$501 +3 New
NWM
1675
Navigoe Wealth Management
California
– +$501 +3 New
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