We are live on ! Find out more
WTW icon

Willis Towers Watson
WTW

Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
451
Plante Moran Financial Advisors
Michigan
$8K -$26.5K -135 -75%
OSAM
452
O'Shaughnessy Asset Management
Connecticut
$7K -$699K -3,553 -99%
HIA
453
Harbor Investment Advisory
Maryland
$7K – – –
HPC
454
HM Payson & Co
Maine
$7K – – –
SIAS
455
Shine Investment Advisory Services
Colorado
$7K – – –
WAP
456
Wealthcare Advisory Partners
Pennsylvania
$7K – – –
CCA
457
Column Capital Advisors
Indiana
$7K +$7.67K +39 New
TCOV
458
Trust Company of Vermont
Vermont
$5K -$2.75K -14 -33%
BFEC
459
Benjamin F. Edwards & Company
Missouri
$5K -$786 -4 -12%
IFAM
460
Institutional & Family Asset Management
Colorado
$5K +$1.18K +6 +27%
VCM
461
Versant Capital Management
Arizona
$5K +$3.93K +20 +143%
VFA
462
Valeo Financial Advisors
Indiana
$5K +$5.31K +27 New
AA
463
Advisory Alpha
Michigan
$4.78K – – –
IAS
464
IMA Advisory Services
Colorado
$4K – – –
GWS
465
Glassman Wealth Services
Virginia
$4K +$983 +5 +26%
GAM
466
Gemmer Asset Management
California
$4K +$2.75K +14 +175%
EW
467
Evoke Wealth
California
$3.26K -$5.5K -28 -60%
RWM
468
Raffa Wealth Management
District of Columbia
$3.06K +$983 +5 +38%
WTC
469
WhitTier Trust Company
Nevada
$3K – – –
BL
470
Balentine LLC
Georgia
$3K +$2.36K +12 +400%
CIM
471
Contravisory Investment Management
Massachusetts
$3K +$3.74K +19 New
CI
472
CX Institutional
Indiana
$2K -$4.92K -25 -74%
CFGS
473
Concourse Financial Group Securities
Alabama
$2K -$1.38K -7 -35%
HWM
474
HighMark Wealth Management
Minnesota
$2K -$1.38K -7 -32%
EIP
475
Ellis Investment Partners
Pennsylvania
$2K – – –
17 18
19
20 21