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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
YIA
1651
YHB Investment Advisors
Connecticut
– -$233K -1,256 Closed
TFCP
1652
Twin Focus Capital Partners
Massachusetts
– -$233K -1,253 Closed
TC
1653
TownSquare Capital
Utah
– -$232K -1,249 Closed
CL
1654
CSS LLC
Illinois
– -$230K -1,240 Closed
SWA
1655
Stratos Wealth Advisors
Ohio
– -$226K -1,219 Closed
KA
1656
Kovack Advisors
Florida
– -$223K -1,202 Closed
PFA
1657
Pathway Financial Advisors
Vermont
– -$223K -1,200 Closed
PCM
1658
Pointe Capital Management
Michigan
– -$222K -1,197 Closed
RPC
1659
Rossmore Private Capital
Connecticut
– -$221K -1,193 Closed
BBA
1660
Braun-Bostich & Associates
Pennsylvania
– -$219K -1,180 Closed
PFG
1661
Prosperity Financial Group
California
– -$218K -1,176 Closed
WCA
1662
Westover Capital Advisors
Delaware
– -$218K -1,174 Closed
ICP
1663
Interchange Capital Partners
Pennsylvania
– -$214K -1,155 Closed
SVWAG
1664
Sound View Wealth Advisors Group
Georgia
– -$211K -1,139 Closed
WB
1665
WesBanco Bank
West Virginia
– -$211K -1,136 Closed
AWM
1666
Angeles Wealth Management
California
– -$209K -1,126 Closed
KWA
1667
Kingswood Wealth Advisors
California
– -$209K -1,126 Closed
AAMC
1668
Asset Allocation & Management Company
Illinois
– -$206K -1,111 Closed
RDWM
1669
Red Door Wealth Management
Tennessee
– -$205K -1,105 Closed
BFO
1670
Biltmore Family Office
North Carolina
– -$204K -1,097 Closed
BHBT
1671
Burke & Herbert Bank & Trust
Virginia
– -$204K -1,097 Closed
TIA
1672
Tandem Investment Advisors
South Carolina
– -$203K -1,096 Closed
FOA
1673
Five Oceans Advisors
California
– -$203K -1,092 Closed
FHA
1674
Flagship Harbor Advisors
Massachusetts
– -$194K -1,044 Closed
QL
1675
Quarry LP
New York
– -$167K -902 Closed
65 66
67
68 69