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Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
USCWA
1676
U.S. Capital Wealth Advisors
Texas
– -$217K -992 Closed
DE
1677
Diversified Enterprises
Delaware
– -$216K -990 Closed
PP
1678
Patron Partners
Texas
– -$216K -990 Closed
NA
1679
Nordwand Advisors
Pennsylvania
– -$216K -987 Closed
KA
1680
Klingman & Associates
New York
– -$215K -984 Closed
MCWA
1681
Meadow Creek Wealth Advisors
Georgia
– -$213K -976 Closed
AP
1682
Appleton Partners
Massachusetts
– -$213K -975 Closed
NG
1683
Norden Group
Utah
– -$212K -971 Closed
PL
1684
Plancorp LLC
Missouri
– -$212K -971 Closed
FP
1685
Fiduciary Planning
Florida
– -$211K -965 Closed
HTC
1686
Haverford Trust Company
Pennsylvania
– -$210K -961 Closed
APW
1687
Austin Private Wealth
Texas
– -$208K -950 Closed
BONST
1688
Bank of Nova Scotia Trust
Ontario, Canada
– -$207K -949 Closed
OFO
1689
OneAscent Family Office
Alabama
– -$207K -946 Closed
HIG
1690
Heritage Investment Group
Florida
– -$206K -941 Closed
AIA
1691
Alternative Investment Advisors
Florida
– -$204K -935 Closed
KFS
1692
Kelly Financial Services
Massachusetts
– -$204K -935 Closed
PWM
1693
Palumbo Wealth Management
New York
– -$204K -934 Closed
BHBT
1694
Burke & Herbert Bank & Trust
Virginia
– -$203K -928 Closed
PIA
1695
Pinion Investment Advisors
Kansas
– -$203K -928 Closed
OPWM
1696
Oxinas Partners Wealth Management
Indiana
– -$200K -915 Closed
NFSG
1697
Newbridge Financial Services Group
Florida
– -$191K -875 Closed
CCM
1698
Chilton Capital Management
Texas
– -$178K -815 Closed
OWA
1699
Opal Wealth Advisors
New York
– -$152K -694 Closed
WA
1700
Whipplewood Advisors
Colorado
– -$111K -508 Closed
66 67
68
69 70