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Willis Towers Watson

Name Holding Trade Value Shares
Change
Change in
Stake
TI
426
Tidal Investments
Wisconsin
$224K +$219K +1,062 New
NEGWA
427
New England Guild Wealth Advisors
Connecticut
$222K
NAM
428
NorthCoast Asset Management
Connecticut
$221K -$412 -2 -0.2%
Carson Wealth (CWM LLC)
429
Carson Wealth (CWM LLC)
Nebraska
$221K
EI
430
Ethic Inc
New York
$217K +$9.68K +47 +5%
PGFC
431
Peapack-Gladstone Financial Corp
New Jersey
$212K +$1.44K +7 +0.7%
Los Angeles Capital Management
432
Los Angeles Capital Management
California
$209K
Victory Capital Management
433
Victory Capital Management
Texas
$208K -$9.68K -47 -5%
CCM
434
Carlson Capital Management
Minnesota
$207K
SIM
435
SSI Investment Management
California
$204K
GAM
436
Garrison Asset Management
Arkansas
$202K -$113K -550 -36%
Brown Advisory
437
Brown Advisory
Maryland
$201K -$3.5K -17 -2%
4WM
438
44 Wealth Management
Oregon
$200K +$196K +951 New
SBSB
439
Sullivan, Bruyette, Speros & Blaney
Virginia
$186K
Fifth Third Bancorp
440
Fifth Third Bancorp
Ohio
$186K +$10.5K +51 +6%
Lazard Asset Management
441
Lazard Asset Management
New York
$177K
ICOM
442
Investment Counselors of Maryland
Maryland
$153K
SPIA
443
Steward Partners Investment Advisory
New York
$134K -$3.29K -16 -2%
BDWM
444
Brewin Dolphin Wealth Management
Ireland
$131K +$74.1K +360 +138%
EFSCE
445
Enterprise Financial Services Corp (EFSC)
Missouri
$126K +$824 +4 +0.7%
MAM
446
Meeder Asset Management
Ohio
$119K +$28.6K +139 +33%
Federated Hermes
447
Federated Hermes
Pennsylvania
$102K -$18.1K -88 -15%
PWPS
448
Pinnacle Wealth Planning Services
Ohio
$91K +$89.4K +434 New
PA
449
Parallel Advisors
California
$87K -$47.4K -230 -36%
RWB
450
RMR Wealth Builders
New Jersey
$85K +$83.2K +404 New