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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1676
Patron Partners
Texas
– -$216K -990 Closed
NA
1677
Nordwand Advisors
Pennsylvania
– -$216K -987 Closed
KA
1678
Klingman & Associates
New York
– -$215K -984 Closed
MCWA
1679
Meadow Creek Wealth Advisors
Georgia
– -$213K -976 Closed
AP
1680
Appleton Partners
Massachusetts
– -$213K -975 Closed
NG
1681
Norden Group
Utah
– -$212K -971 Closed
PL
1682
Plancorp LLC
Missouri
– -$212K -971 Closed
FP
1683
Fiduciary Planning
Florida
– -$211K -965 Closed
HTC
1684
Haverford Trust Company
Pennsylvania
– -$210K -961 Closed
APW
1685
Austin Private Wealth
Texas
– -$208K -950 Closed
BONST
1686
Bank of Nova Scotia Trust
Ontario, Canada
– -$207K -949 Closed
OFO
1687
OneAscent Family Office
Alabama
– -$207K -946 Closed
HIG
1688
Heritage Investment Group
Florida
– -$206K -941 Closed
AIA
1689
Alternative Investment Advisors
Florida
– -$204K -935 Closed
KFS
1690
Kelly Financial Services
Massachusetts
– -$204K -935 Closed
PWM
1691
Palumbo Wealth Management
New York
– -$204K -934 Closed
BHBT
1692
Burke & Herbert Bank & Trust
Virginia
– -$203K -928 Closed
PIA
1693
Pinion Investment Advisors
Kansas
– -$203K -928 Closed
OPWM
1694
Oxinas Partners Wealth Management
Indiana
– -$200K -915 Closed
NFSG
1695
Newbridge Financial Services Group
Florida
– -$191K -875 Closed
CCM
1696
Chilton Capital Management
Texas
– -$178K -815 Closed
OWA
1697
Opal Wealth Advisors
New York
– -$152K -694 Closed
WA
1698
Whipplewood Advisors
Colorado
– -$111K -508 Closed
SOW
1699
State of Wyoming
Wyoming
– -$111K -506 Closed
MPW
1700
MASECO Private Wealth
– -$106K -485 Closed
66 67
68
69 70