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Willis Towers Watson

Name Holding Trade Value Shares
Change
Change in
Stake
BPA
476
Beacon Pointe Advisors
California
$359K +$357K +1,092 New
Vontobel Holding
477
Vontobel Holding
Switzerland
$358K -$470K -1,436 -57%
CWM
478
Connecticut Wealth Management
Connecticut
$351K
EFG
479
Everhart Financial Group
Ohio
$348K +$347K +1,060 New
CSPIA
480
Cary Street Partners Investment Advisory
Virginia
$342K -$16.4K -50 -5%
AC
481
AlphaCore Capital
California
$342K +$340K +1,040 New
MGWA
482
Monument Group Wealth Advisors
Massachusetts
$340K
IC
483
IEQ Capital
California
$339K +$327 +1 +0.1%
FCG
484
Fielder Capital Group
Tennessee
$339K -$22.6K -69 -6%
JSW
485
Journey Strategic Wealth
New Jersey
$334K -$66.1K -202 -17%
GT
486
Greenleaf Trust
Michigan
$331K +$62.9K +192 +24%
FC
487
Farringdon Capital
United Kingdom
$330K +$329K +1,004 New
PA
488
Profund Advisors
Maryland
$328K -$111K -340 -25%
SWM
489
Seed Wealth Management
Illinois
$319K
PCM
490
Prelude Capital Management
New York
$319K +$318K +970 New
EPW
491
Evolve Private Wealth
California
$315K +$313K +957 New
CCWM
492
Cassaday & Co Wealth Management
Virginia
$312K
CI
493
Cigna Investments
Connecticut
$309K -$6.88K -21 -2%
GAM
494
Groupama Asset Management
France
$308K -$31.4K -96 -9%
EWA
495
EverSource Wealth Advisors
Alabama
$307K -$20K -61 -6%
HCPC
496
Hamilton Capital Partners (Canada)
$306K -$541K -1,652 -64%
CFM
497
Catalyst Funds Management
Australia
$302K -$157K -480 -34%
WAM
498
Wakefield Asset Management
Colorado
$302K +$65.5K +200 +28%
CIM
499
Confluence Investment Management
Missouri
$299K -$845K -2,581 -74%
WPC
500
Wedmont Private Capital
Pennsylvania
$299K -$5.24K -16 -2%