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Willis Towers Watson

Name Holding Trade Value Shares
Change
Change in
Stake
TAM
451
Trust Asset Management
Texas
$296K
KPWS
452
Kestra Private Wealth Services
Texas
$296K +$5.09K +22 +2%
Envestnet Portfolio Solutions
453
Envestnet Portfolio Solutions
Illinois
$293K +$37.9K +164 +16%
OTPPB
454
Ontario Teachers' Pension Plan Board
Ontario, Canada
$291K +$279K +1,205 New
SFI
455
Siemens Fonds Invest
Germany
$289K +$277K +1,200 New
DT
456
Diversified Trust
Tennessee
$282K +$271K +1,170 New
FFM
457
Forum Financial Management
Illinois
$277K +$265K +1,148 New
Lido Advisors
458
Lido Advisors
California
$276K +$33.8K +146 +15%
FHB
459
First Hawaiian Bank
Hawaii
$276K -$70.3K -304 -21%
LNWWM
460
Laird Norton Wetherby Wealth Management
California
$275K -$3.93K -17 -1%
GT
461
Glenmede Trust
Pennsylvania
$271K +$260K +1,125 New
CI
462
Cigna Investments
Connecticut
$270K -$12.7K -55 -5%
LC
463
Landaas & Company
Wisconsin
$268K
D.E. Shaw & Co
464
D.E. Shaw & Co
New York
$265K
FCP
465
Fidelis Capital Partners
Florida
$265K +$25.7K +111 +11%
PTC
466
Petrus Trust Company
Texas
$263K +$252K +1,090 New
CWM
467
Connecticut Wealth Management
Connecticut
$262K +$5.32K +23 +2%
BFEC
468
Benjamin F. Edwards & Company
Missouri
$261K +$249K +1,079 +53,950%
WI
469
WBI Investments
New Jersey
$254K +$244K +1,054 New
AGM
470
Alpine Global Management
New York
$250K +$239K +1,035 New
Cohen & Steers
471
Cohen & Steers
New York
$247K -$87.9K -380 -27%
EWA
472
EP Wealth Advisors
California
$240K +$925 +4 +0.4%
JF
473
Jump Financial
Illinois
$237K +$227K +983 New
SC
474
Syon Capital
California
$237K +$227K +982 New
GT
475
Greenleaf Trust
Michigan
$233K +$224K +968 New