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Willis Towers Watson
WTW

Name Holding Trade Value Shares
Change 		Change in
Stake
OSAM
426
O'Shaughnessy Asset Management
Connecticut
$93K +$81.9K +428 +973%
EI
427
Ellevest Inc
New York
$81K +$35K +183 +80%
S
428
SignatureFD
Georgia
$80K +$13.8K +72 +21%
MAM
429
Meeder Asset Management
Ohio
$78K +$60.5K +316 +385%
QCG
430
Quadrant Capital Group
Ohio
$75K -$219K -1,145 -75%
IA
431
IFP Advisors
Florida
$67K -$3.45K -18 -5%
GCM
432
Gables Capital Management
Florida
$67K – – –
OPS
433
Orion Portfolio Solutions
Nebraska
$66K +$52.3K +273 +427%
CFA
434
Carroll Financial Associates
North Carolina
$56K +$42.5K +222 +342%
PCG
435
Private Capital Group
Connecticut
$41K -$30.1K -157 -43%
PCM
436
Penserra Capital Management
California
$41K +$6.89K +36 +21%
AI
437
ArchPoint Investors
Florida
$40K – – –
BDWM
438
Brewin Dolphin Wealth Management
Ireland
$39.4K +$38.3K +200 New
BCA
439
Berman Capital Advisors
Georgia
$39K -$5.74K -30 -13%
CFG
440
Citizens Financial Group
Rhode Island
$39K – – –
CAN
441
Cetera Advisor Networks
California
$38K +$36.8K +192 New
ACA
442
Atlas Capital Advisors
Wyoming
$35.1K -$5.55K -29 -14%
PFBT
443
Parkside Financial Bank & Trust
Missouri
$34K +$4.21K +22 +14%
IRC
444
Investors Research Corp
Georgia
$30K – – –
LC
445
Lindbrook Capital
California
$28K +$574 +3 +2%
RWB
446
RMR Wealth Builders
New Jersey
$27K +$26.6K +139 New
HWA
447
Heritage Wealth Advisors
Virginia
$25K -$57.4K -300 -70%
SFS
448
Sowell Financial Services
Arkansas
$25K -$6.32K -33 -20%
AIL
449
AGF Investments LLC
Ontario, Canada
$25K +$24.5K +128 New
HR
450
Howe & Rusling
New York
$22K +$957 +5 +5%
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18
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