We are live on ! Find out more
WTW icon

Willis Towers Watson

Name Holding Trade Value Shares
Change
Change in
Stake
TIA
501
Traphagen Investment Advisors
New Jersey
$204K -$269K -1,005 -56%
RBCM
502
Raub Brock Capital Management
California
$203K
IFWM
503
Institute for Wealth Management
Colorado
$197K
CSPIA
504
Cary Street Partners Investment Advisory
Virginia
$189K -$48.2K -180 -20%
AAP
505
Arax Advisory Partners
Colorado
$187K +$192K +717 New
AF
506
Allworth Financial
California
$176K -$72K -269 -29%
PA
507
Parallel Advisors
California
$173K +$25.4K +95 +17%
SAM
508
Smartleaf Asset Management
Massachusetts
$160K
S
509
SignatureFD
Georgia
$150K +$61.3K +229 +67%
PCM
510
Penserra Capital Management
California
$144K +$803 +3 +0.5%
NS
511
NBC Securities
Alabama
$140K
UB
512
UMB Bank
Missouri
$140K +$16.3K +61 +13%
SIA
513
Strategic Investment Advisors
Michigan
$130K +$3.75K +14 +3%
GWS
514
Greykasell Wealth Strategies
California
$123K
Los Angeles Capital Management
515
Los Angeles Capital Management
California
$114K
PJC
516
Phillip James Consulting
Minnesota
$112K
TFA
517
Transamerica Financial Advisors
Florida
$111K -$20.6K -77 -15%
HWA
518
Heritage Wealth Advisors
Virginia
$106K
PP
519
PFS Partners
New Jersey
$105K +$268 +1 +0.3%
VCM
520
Versant Capital Management
Arizona
$99.3K -$26.2K -98 -21%
JFA
521
JNBA Financial Advisors
Minnesota
$91.5K
MPWT
522
MassMutual Private Wealth & Trust
Connecticut
$88.1K -$11.8K -44 -12%
LI
523
LRI Investments
Florida
$87.3K +$24.9K +93 +39%
WTA
524
Washington Trust Advisors
Massachusetts
$84.4K -$1.6K -6 -2%
BG
525
Bollard Group
Massachusetts
$81K