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Willis Towers Watson

Name Holding Trade Value Shares
Change
Change in
Stake
VI
401
Vestcor Inc
New Brunswick, Canada
$618K
BTI
402
Blue Trust Inc
Georgia
$617K +$132K +472 +25%
SI
403
Stephens Inc
Arkansas
$615K -$65.5K -234 -10%
S
404
SimplyRich
California
$613K -$42.8K -153 -7%
KAS
405
Kestra Advisory Services
Texas
$591K +$29.4K +105 +6%
IWC
406
Integrated Wealth Concepts
Massachusetts
$591K -$32.7K -117 -6%
GI
407
GAMMA Investing
California
$589K +$216K +773 +63%
MYAM
408
Meiji Yasuda Asset Management
Japan
$579K +$14.3K +51 +3%
OTL
409
Oak Thistle LLC
New York
$576K +$547K +1,956 New
QL
410
Quarry LP
New York
$571K +$446K +1,595 +462%
DAS
411
Dynamic Advisor Solutions
Arizona
$569K +$24.1K +86 +5%
RRCM
412
Rappaport Reiches Capital Management
Illinois
$566K +$280 +1 +0.1%
SI
413
Saxon Interests
Texas
$539K
EAM
414
Evanson Asset Management
California
$532K +$505K +1,806 New
WCM
415
Washington Capital Management
Washington
$530K
CAPTRUST Financial Advisors
416
CAPTRUST Financial Advisors
North Carolina
$528K -$19.6K -70 -4%
CL
417
Choreo LLC
Illinois
$522K +$839 +3 +0.2%
DFA
418
DHJJ Financial Advisors
Illinois
$515K
EGM
419
Engineers Gate Manager
New York
$514K -$8.74M -31,226 -95%
Empower Advisory Group
420
Empower Advisory Group
Colorado
$506K -$3.92K -14 -0.8%
TFF
421
The Family Firm
Maryland
$502K
SPIA
422
Steward Partners Investment Advisory
New York
$500K +$9.51K +34 +2%
JHP
423
James Hambro & Partners
United Kingdom
$494K -$42K -150 -8%
PA
424
Profund Advisors
Maryland
$494K +$53.7K +192 +13%
RG
425
Rathbones Group
United Kingdom
$491K