We are live on ! Find out more
WTW icon

Willis Towers Watson

Name Holding Trade Value Shares
Change
Change in
Stake
PA
501
Profund Advisors
Maryland
$207K -$8.03K -30 -4%
TIA
502
Traphagen Investment Advisors
New Jersey
$204K -$269K -1,005 -56%
RBCM
503
Raub Brock Capital Management
California
$203K – – –
IFWM
504
Institute for Wealth Management
Colorado
$197K – – –
CSPIA
505
Cary Street Partners Investment Advisory
Virginia
$189K -$48.2K -180 -20%
AAP
506
Arax Advisory Partners
Colorado
$187K +$192K +717 New
AF
507
Allworth Financial
California
$176K -$72K -269 -29%
PA
508
Parallel Advisors
California
$173K +$25.4K +95 +17%
SAM
509
Smartleaf Asset Management
Massachusetts
$160K – – –
S
510
SignatureFD
Georgia
$150K +$61.3K +229 +67%
PCM
511
Penserra Capital Management
California
$144K +$803 +3 +0.5%
NS
512
NBC Securities
Alabama
$140K – – –
UB
513
UMB Bank
Missouri
$140K +$16.3K +61 +13%
SIA
514
Strategic Investment Advisors
Michigan
$130K +$3.75K +14 +3%
GWS
515
Greykasell Wealth Strategies
California
$123K – – –
Los Angeles Capital Management
516
Los Angeles Capital Management
California
$114K – – –
PJC
517
Phillip James Consulting
Minnesota
$112K – – –
TFA
518
Transamerica Financial Advisors
Florida
$111K -$20.6K -77 -15%
HWA
519
Heritage Wealth Advisors
Virginia
$106K – – –
PP
520
PFS Partners
New Jersey
$105K +$268 +1 +0.3%
VCM
521
Versant Capital Management
Arizona
$99.3K -$26.2K -98 -21%
JFA
522
JNBA Financial Advisors
Minnesota
$91.5K – – –
MPWT
523
MassMutual Private Wealth & Trust
Connecticut
$88.1K -$11.8K -44 -12%
LI
524
LRI Investments
Florida
$87.3K +$24.9K +93 +39%
WTA
525
Washington Trust Advisors
Massachusetts
$84.4K -$1.6K -6 -2%