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Willis Towers Watson
WTW

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
451
CX Institutional
Indiana
$5K +$4.48K +27 New
IFAM
452
Institutional & Family Asset Management
Colorado
$4K – – –
WTC
453
WhitTier Trust Company
Nevada
$4K – – –
CHP
454
Cable Hill Partners
Oregon
$4K +$3.98K +24 New
FC
455
Ferris Capital
Massachusetts
$3K – – –
SWM
456
SeaCrest Wealth Management
New York
$3K +$996 +6 +60%
GWS
457
Glassman Wealth Services
Virginia
$3K +$1.99K +12 +300%
MPWT
458
MassMutual Private Wealth & Trust
Connecticut
$2.99K +$2.82K +17 New
RWM
459
Raffa Wealth Management
District of Columbia
$2.28K – – –
WCG
460
Weaver Consulting Group
California
$2K +$1.66K +10 New
LWA
461
Lenox Wealth Advisors
New York
$2K +$1.99K +12 New
GAM
462
Gemmer Asset Management
California
$1K -$7.97K -48 -86%
PCG
463
Private Capital Group
Connecticut
$1K -$2.82K -17 -71%
WCM
464
WealthBridge Capital Management
Ohio
$1K – – –
BFEC
465
Benjamin F. Edwards & Company
Missouri
$1K +$830 +5 New
HIIFS
466
Harel Insurance Investments & Financial Services
Israel
$1K +$996 +6 New
PFGIA
467
Patriot Financial Group Insurance Agency
Massachusetts
$1K +$1.16K +7 New
PCP
468
Proficio Capital Partners
Massachusetts
$1K +$1.33K +8 New
AA
469
Advisory Alpha
Michigan
$525 +$498 +3 New
LAM
470
Lyrical Asset Management
New York
– -$248M -1,634,297 Closed
SM
471
Sunriver Management
Connecticut
– -$23M -151,750 Closed
LC
472
Loews Corp
New York
– -$13.8M -91,000 Closed
HI
473
Honeywell International
North Carolina
– -$11.9M -78,200 Closed
CF
474
CNA Financial
Illinois
– -$6.38M -42,000 Closed
RGI
475
River Global Investors
United Kingdom
– -$4.9M -32,245 Closed
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