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Willis Towers Watson

Name Holding Trade Value Shares
Change
Change in
Stake
NEGWA
451
New England Guild Wealth Advisors
Connecticut
$208K
IIC
452
Integrated Investment Consultants
Michigan
$203K -$112K -524 -34%
TWM
453
Tradition Wealth Management
Minnesota
$201K
BFM
454
Boothbay Fund Management
New York
$201K +$219K +1,020 New
DMBA
455
Deseret Mutual Benefit Administrators
Utah
$198K +$1.72K +8 +0.8%
CCM
456
Copeland Capital Management
Pennsylvania
$194K +$68K +317 +47%
Federated Hermes
457
Federated Hermes
Pennsylvania
$181K +$126K +588 +179%
JFA
458
JNBA Financial Advisors
Minnesota
$178K -$16.1K -75 -8%
SIM
459
Sentry Investment Management
Wisconsin
$172K -$36.4K -170 -16%
FHA
460
First Horizon Advisors
Tennessee
$161K -$3.43K -16 -2%
SOW
461
State of Wyoming
Wyoming
$150K +$12.4K +58 +8%
MIM
462
Meridiem Investment Management
United Kingdom
$112K
S
463
SignatureFD
Georgia
$109K +$4.93K +23 +4%
PCM
464
Penserra Capital Management
California
$104K -$17.2K -80 -13%
TCWM
465
Total Clarity Wealth Management
Illinois
$100K +$109K +508 New
LFA
466
Level Financial Advisors
New York
$99K +$107K +500 New
DCM
467
Dupont Capital Management
Delaware
$91K +$98.4K +459 New
PP
468
PFS Partners
New Jersey
$90.2K
QCG
469
Quadrant Capital Group
Ohio
$84K +$10.7K +50 +13%
NMG
470
New Millennium Group
Utah
$81K +$88.3K +412 New
WTA
471
Washington Trust Advisors
Massachusetts
$78K -$44.2K -206 -34%
SWM
472
Spire Wealth Management
Virginia
$73K +$67.3K +314 +571%
IA
473
IFP Advisors
Florida
$66K
EI
474
Ellevest Inc
New York
$55K +$39.7K +185 +197%
PTC
475
Private Trust Company
Ohio
$52K +$56.6K +264 New