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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
MAG
1701
Members Advisory Group
New York
– -$204K -1,010 Closed
RWRC
1702
R.W. Roge & Company
New York
– -$203K -1,009 Closed
BOM
1703
Bank of Marin
California
– -$203K -1,008 Closed
TCM
1704
Traub Capital Management
Massachusetts
– -$203K -1,007 Closed
MPPW
1705
Mitchell & Pahl Private Wealth
Oklahoma
– -$203K -1,006 Closed
AFT
1706
Alpha Family Trust
California
– -$203K -1,005 Closed
CC
1707
Carlson Capital
Texas
– -$202K -1,000 Closed
CCG
1708
Cypress Capital Group
Florida
– -$202K -1,000 Closed
FHC
1709
First Heartland Consultants
Missouri
– -$202K -1,000 Closed
PWG
1710
Portside Wealth Group
Utah
– -$202K -1,000 Closed
UW
1711
Unique Wealth
Florida
– -$201K -998 Closed
CT
1712
Chicago Trust
Illinois
– -$201K -996 Closed
MAM
1713
McLean Asset Management
Virginia
– -$200K -994 Closed
PPA
1714
Painted Porch Advisors
California
– -$164K -814 Closed
CIAM
1715
Caitong International Asset Management
Hong Kong
– -$154K -763 Closed
BC
1716
Bayforest Capital
United Kingdom
– -$139K -688 Closed
BP
1717
BNP Paribas
France
– -$120K -594 Closed
AAG
1718
Armstrong Advisory Group
Massachusetts
– -$107K -529 Closed
CCA
1719
Catalyst Capital Advisors
New York
– -$87.5K -434 Closed
SCA
1720
Stuart Chaussee & Associates
California
– -$75.4K -374 Closed
AT
1721
Arlington Trust
Alabama
– -$65.9K -327 Closed
RA
1722
Rise Advisors
New York
– -$58K -288 Closed
CIR
1723
Clear Investment Research
Georgia
– -$35.1K -173 Closed
JWM
1724
JPL Wealth Management
Colorado
– -$34.9K -173 Closed
TCM
1725
TruNorth Capital Management
Michigan
– -$31.8K -158 Closed
67 68
69
70 71