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Willis Towers Watson
WTW

Name Holding Trade Value Shares
Change 		Change in
Stake
MGWA
476
Monument Group Wealth Advisors
Massachusetts
$357K – – –
GAM
477
Groupama Asset Management
France
$357K +$335K +1,033 New
IC
478
IEQ Capital
California
$357K -$3.23M -9,977 -91%
RBCM
479
Raub Brock Capital Management
California
$345K -$32.4K -100 -9%
EWA
480
EverSource Wealth Advisors
Alabama
$344K +$2.27K +7 +0.7%
CI
481
CX Institutional
Indiana
$344K +$72.9K +225 +29%
GWM
482
Gibbs Wealth Management
Georgia
$342K -$366K -1,129 -53%
RCA
483
Resonant Capital Advisors
Wisconsin
$340K +$15.9K +49 +5%
SWM
484
Seed Wealth Management
Illinois
$335K – – –
FFA
485
Farther Finance Advisors
California
$332K +$163K +502 +109%
CI
486
Cigna Investments
Connecticut
$332K -$10.4K -32 -3%
CCWM
487
Cassaday & Co Wealth Management
Virginia
$328K – – –
WPC
488
Wedmont Private Capital
Pennsylvania
$322K +$11K +34 +4%
NWAG
489
Net Worth Advisory Group
Utah
$312K +$293K +904 New
MAS
490
Meeder Advisory Services
Ohio
$311K +$43.4K +134 +17%
RDWM
491
Red Door Wealth Management
Tennessee
$290K – – –
BFG
492
Birch Financial Group
New Hampshire
$289K +$271K +836 New
GRP
493
Global Retirement Partners
California
$287K +$2.92K +9 +1%
QIM
494
Quantitative Investment Management
Virginia
$285K +$268K +826 New
ACA
495
Aptus Capital Advisors
Alabama
$283K -$232K -715 -47%
CIA
496
Citadel Investment Advisory
Ohio
$282K – – –
GT
497
Greenleaf Trust
Michigan
$282K – – –
IIM
498
Intact Investment Management
Quebec, Canada
$276K – – –
WA
499
Waverly Advisors
Alabama
$270K -$1.94K -6 -0.8%
LAM
500
Longboard Asset Management
Arizona
$270K – – –
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