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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
FLP
1701
Financial Life Planners
Arizona
– -$33K -155 Closed
CAS
1702
Coppell Advisory Solutions
Texas
– -$22K -104 Closed
AS
1703
Altshuler Shaham
Israel
– -$20K -94 Closed
B
1704
Birchbrook
Maine
– -$19.5K -92 Closed
VWM
1705
Valley Wealth Managers
New Jersey
– -$17K -80 Closed
GG
1706
Gleason Group
Kentucky
– -$16.1K -76 Closed
SVCP
1707
Silicon Valley Capital Partners
California
– -$15.2K -72 Closed
PIS
1708
POM Investment Strategies
North Carolina
– -$10.2K -48 Closed
WCM
1709
Westend Capital Management
California
– -$10.2K -48 Closed
WAS
1710
Winch Advisory Services
Wisconsin
– -$8.92K -42 Closed
RF
1711
Roxbury Financial
New Jersey
– -$8.88K -38 Closed
HI
1712
Human Investing
Oregon
– -$7.65K -36 Closed
CCMI
1713
Creative Capital Management Investments
California
– -$7.43K -35 Closed
OSNBOA
1714
Old Second National Bank of Aurora
Illinois
– -$6.58K -31 Closed
CJ
1715
Caitlin John
Michigan
– -$6.37K -30 Closed
NWWA
1716
New Wave Wealth Advisors
Arkansas
– -$5.52K -26 Closed
CF
1717
Conquis Financial
California
– -$5.31K -25 Closed
SC
1718
Stephens Consulting
Michigan
– -$4.67K -22 Closed
HCA
1719
Heck Capital Advisors
Wisconsin
– -$4.25K -20 Closed
TAM
1720
Tucker Asset Management
Colorado
– -$4.25K -20 Closed
LAM
1721
Lummis Asset Management
Texas
– -$1.7K -8 Closed
FG
1722
Fairman Group
Pennsylvania
– -$1.27K -6 Closed
CTB
1723
Country Trust Bank
Illinois
– -$1.06K -5 Closed
SMAM
1724
Sugar Maple Asset Management
Wisconsin
– -$1.06K -5 Closed
TC
1725
Truvestments Capital
Florida
– -$1.06K -5 Closed
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