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Willis Towers Watson
WTW

Name Holding Trade Value Shares
Change 		Change in
Stake
NIC
501
Northwest Investment Counselors
Oregon
$13K – – –
TFM
502
TFC Financial Management
Massachusetts
$13K – – –
UB
503
UMB Bank
Missouri
$10K -$1.29K -6 -11%
FF
504
FourThought Financial
Florida
$10K – – –
SC
505
SouthState Corp
Florida
$10K – – –
AW
506
ACG Wealth
Georgia
$10K +$10.7K +50 New
PFS
507
Prospera Financial Services
Texas
$9K -$1.29K -6 -12%
SC
508
Seldon Capital
California
$9K – – –
HR
509
Howe & Rusling
New York
$9K +$2.14K +10 +26%
ZB
510
Zions Bancorporation
Utah
$8K -$6.43K -30 -43%
AFS
511
Annapolis Financial Services
Maryland
$8K – – –
MWM
512
Mascoma Wealth Management
New Hampshire
$8K – – –
MCM
513
MV Capital Management
Maryland
$8K +$643 +3 +8%
SBL
514
Sargent Bickham Lagudis
Colorado
$8K +$8.36K +39 New
CA
515
Crewe Advisors
Utah
$8K +$9.22K +43 New
LWCFA
516
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$8K +$9.22K +43 New
CAC
517
Core Alternative Capital
Georgia
$7K -$20.2K -94 -72%
PWMG
518
Prestige Wealth Management Group
New Jersey
$7K -$1.29K -6 -15%
DWP
519
Destiny Wealth Partners
Florida
$7K +$7.08K +33 New
BIA
520
Bell Investment Advisors
California
$7K +$7.5K +35 New
JWA
521
JFS Wealth Advisors
Pennsylvania
$6K -$10.1K -47 -63%
QC
522
Quent Capital
New York
$6K – – –
FPS
523
Fieldpoint Private Securities
Connecticut
$6K +$2.79K +13 +76%
FMP
524
Financial Management Professionals
Texas
$5K -$858 -4 -13%
AF
525
Advisornet Financial
Minnesota
$5K – – –
19 20
21
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