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Willis Towers Watson

Name Holding Trade Value Shares
Change
Change in
Stake
RBCM
476
Raub Brock Capital Management
California
$337K -$77.5K -250 -19%
SCM
477
SCS Capital Management
Massachusetts
$336K +$339K +1,094 New
Bessemer Group
478
Bessemer Group
New Jersey
$334K -$36.3K -117 -10%
MFA
479
Mayflower Financial Advisors
Massachusetts
$329K -$620 -2 -0.2%
CWM
480
Connecticut Wealth Management
Connecticut
$328K
PWG
481
Portside Wealth Group
Utah
$325K -$37.2K -120 -10%
MGWA
482
Monument Group Wealth Advisors
Massachusetts
$317K -$57.1K -184 -15%
ATI
483
Act Two Investors
California
$315K
TA
484
Tectonic Advisors
Texas
$315K
AG
485
Ascent Group
Virginia
$308K -$1.62M -5,238 -84%
LNWWM
486
Laird Norton Wetherby Wealth Management
California
$308K +$311K +1,004 New
CI
487
Cigna Investments
Connecticut
$305K -$5.27K -17 -2%
Envestnet Portfolio Solutions
488
Envestnet Portfolio Solutions
Illinois
$304K -$113K -363 -27%
EWA
489
EverSource Wealth Advisors
Alabama
$303K +$127K +411 +71%
WBC
490
Westpac Banking Corp
Australia
$303K -$2.79K -9 -0.9%
SWM
491
Seed Wealth Management
Illinois
$297K
JSSH
492
J. Safra Sarasin Holding
$295K +$298K +962 New
SMF
493
Scott Marsh Financial
Utah
$291K +$295K +950 New
CCWM
494
Cassaday & Co Wealth Management
Virginia
$291K +$8.68K +28 +3%
RCA
495
Resonant Capital Advisors
Wisconsin
$287K +$32.9K +106 +13%
ERIC
496
Eagle Rock Investment Company
Georgia
$283K
KeyBank National Association
497
KeyBank National Association
Ohio
$278K +$7.13K +23 +3%
IIC
498
Integrated Investment Consultants
Michigan
$278K +$282K +908 New
FFL
499
Financial Freedom LLC
Ohio
$274K +$930 +3 +0.3%
WPC
500
Wedmont Private Capital
Pennsylvania
$273K -$40K -129 -13%