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Willis Towers Watson
WTW

Name Holding Trade Value Shares
Change 		Change in
Stake
CPIG
401
Chicago Partners Investment Group
Illinois
$608K +$23K +75 +4%
CAM
402
Cresset Asset Management
Illinois
$605K +$206K +670 +48%
FIM
403
FWL Investment Management
Texas
$594K +$627K +2,045 New
IIC
404
Ironwood Investment Counsel
Arizona
$581K -$18.4K -60 -3%
SC
405
SummitTX Capital
Texas
$578K -$1.01M -3,306 -62%
S
406
SimplyRich
California
$573K -$12.9K -42 -2%
VI
407
Vestcor Inc
New Brunswick, Canada
$571K – – –
AUB
408
Atlantic Union Bankshares
Virginia
$571K +$87.1K +284 +17%
HT
409
Headlands Technologies
Illinois
$567K +$599K +1,951 New
CCM
410
Coldstream Capital Management
Washington
$545K +$2.15K +7 +0.4%
SI
411
Saxon Interests
Texas
$535K +$3.38K +11 +0.6%
KAS
412
Kestra Advisory Services
Texas
$532K -$91.7K -299 -14%
LNWTC
413
Laird Norton Wetherby Trust Company
Washington
$531K -$32.2K -105 -5%
SI
414
Stephens Inc
Arkansas
$529K +$23.9K +78 +4%
FAM
415
Formidable Asset Management
Ohio
$522K -$74.9K -244 -13%
BTI
416
Blue Trust Inc
Georgia
$519K +$920 +3 +0.2%
TIA
417
Traphagen Investment Advisors
New Jersey
$519K – – –
CG
418
Caprock Group
Idaho
$514K -$90.5K -295 -14%
BIA
419
Bell Investment Advisors
California
$510K – – –
PCM
420
Polymer Capital Management
New York
$506K +$534K +1,742 New
HCA
421
Harbour Capital Advisors
Virginia
$499K -$9.21K -30 -2%
MGWM
422
Marks Group Wealth Management
Minnesota
$494K -$749K -2,441 -59%
BIG
423
Brooklyn Investment Group
New York
$481K +$175K +569 +52%
GS
424
GTS Securities
Florida
$479K +$81.9K +267 +19%
GWM
425
Gibbs Wealth Management
Georgia
$479K +$250K +815 +98%
15 16
17
18 19