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Willis Towers Watson

Name Holding Trade Value Shares
Change
Change in
Stake
EI
501
Ellevest Inc
New York
$30K +$4.73K +20 +19%
GEA
502
Glen Eagle Advisors
New Jersey
$27.3K – – –
FFA
503
Freedman Financial Associates
Massachusetts
$26K – – –
SWM
504
Spire Wealth Management
Virginia
$24K +$10.9K +46 +84%
RP
505
Repertoire Partners
New York
$24K +$23.7K +100 New
HIA
506
Harbor Investment Advisory
Maryland
$22K – – –
EWA
507
EverSource Wealth Advisors
Alabama
$22K +$21.8K +92 New
AWA
508
Amplius Wealth Advisors
Pennsylvania
$22K +$22K +93 New
FMII
509
Farmers & Merchants Investments Inc
Nebraska
$20K – – –
TCOV
510
Trust Company of Vermont
Vermont
$20K +$19.9K +84 New
CCM
511
Cribstone Capital Management
Maine
$18K – – –
HCM
512
Highlander Capital Management
New Jersey
$18K – – –
Optiver Holding
513
Optiver Holding
Netherlands
$18K – – –
SWA
514
SOA Wealth Advisors
New York
$17K – – –
EARNEST Partners
515
EARNEST Partners
Georgia
$16K – – –
ZB
516
Zions Bancorporation
Utah
$16K +$6.86K +29 +76%
NIC
517
Northwest Investment Counselors
Oregon
$16K +$15.6K +66 New
EBA
518
Eagle Bay Advisors
New York
$15K -$11.6K -49 -43%
TFM
519
TFC Financial Management
Massachusetts
$15K +$15.4K +65 New
JWM
520
Janiczek Wealth Management
Colorado
$14K – – –
TFO
521
Tarbox Family Office
California
$14K – – –
AF
522
Allworth Financial
California
$13K – – –
TWA
523
TCI Wealth Advisors
Arizona
$13K +$1.18K +5 +10%
FF
524
FourThought Financial
Florida
$12K – – –
SC
525
SouthState Corp
Florida
$12K – – –