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Willis Towers Watson
WTW

Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
476
Valeo Financial Advisors
Indiana
$6K +$1.15K +6 +22%
ST
477
Smithfield Trust
Pennsylvania
$5K -$160K -834 -97%
AF
478
Advisornet Financial
Minnesota
$5K -$41.4K -216 -89%
IAS
479
IMA Advisory Services
Colorado
$5K – – –
PFGIA
480
Patriot Financial Group Insurance Agency
Massachusetts
$5K +$3.64K +19 +380%
FMP
481
Financial Management Professionals
Texas
$5K +$4.98K +26 New
IFAM
482
Institutional & Family Asset Management
Colorado
$4K -$1.15K -6 -21%
EW
483
Evoke Wealth
California
$4K – – –
GAM
484
Gemmer Asset Management
California
$4K – – –
WTC
485
WhitTier Trust Company
Nevada
$4K – – –
CTC
486
Central Trust Company
Missouri
$4K +$3.45K +18 New
EWA
487
Evolution Wealth Advisors
Florida
$4K +$3.83K +20 New
PW
488
Price Wealth
Texas
$4K +$3.83K +20 New
RWM
489
Raffa Wealth Management
District of Columbia
$3.54K – – –
TWA
490
TCI Wealth Advisors
Arizona
$3K -$9.38K -49 -79%
HWM
491
HighMark Wealth Management
Minnesota
$3K – – –
CFD
492
Creative Financial Designs
Indiana
$3K +$2.87K +15 New
PA
493
Procyon Advisors
Connecticut
$2K -$64.3K -336 -97%
M
494
MOTCO
Texas
$2K – – –
WCG
495
Weaver Consulting Group
California
$2K – – –
JCM
496
Jacobi Capital Management
Pennsylvania
$2K +$1.53K +8 New
AWM
497
Apollon Wealth Management
South Carolina
$2K +$1.72K +9 New
SWA
498
Sutton Wealth Advisors
Florida
$1.18K – – –
CFFP
499
Center for Financial Planning
Michigan
$1K -$10.7K -56 -95%
CWC
500
Carolinas Wealth Consulting
North Carolina
$1K +$574 +3 New
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