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Willis Towers Watson

Name Holding Trade Value Shares
Change
Change in
Stake
CA
501
Crewe Advisors
Utah
$12K +$3.51K +17 +40%
SWM
502
Spire Wealth Management
Virginia
$11K -$64.8K -314 -85%
UB
503
UMB Bank
Missouri
$11K +$1.03K +5 +10%
C
504
Covestor
United Kingdom
$11K +$9.08K +44 +400%
FF
505
FourThought Financial
Florida
$10K
SC
506
SouthState Corp
Florida
$10K
MCM
507
MV Capital Management
Maryland
$10K +$1.65K +8 +20%
JWA
508
JFS Wealth Advisors
Pennsylvania
$10K +$4.54K +22 +79%
MWM
509
Mascoma Wealth Management
New Hampshire
$9K
SC
510
Seldon Capital
California
$9K
ZB
511
Zions Bancorporation
Utah
$9K +$825 +4 +10%
AFS
512
Annapolis Financial Services
Maryland
$8K
PWMG
513
Prestige Wealth Management Group
New Jersey
$8K +$1.24K +6 +18%
DWP
514
Destiny Wealth Partners
Florida
$8K +$1.86K +9 +27%
SC
515
Schubert & Co
Texas
$8K +$2.27K +11 +41%
MPWT
516
MassMutual Private Wealth & Trust
Connecticut
$8K +$5.16K +25 +147%
CAC
517
Core Alternative Capital
Georgia
$7K
QC
518
Quent Capital
New York
$6K
AF
519
Advisornet Financial
Minnesota
$6K +$413 +2 +7%
RWM
520
Raffa Wealth Management
District of Columbia
$5.02K
SBL
521
Sargent Bickham Lagudis
Colorado
$5K -$2.68K -13 -33%
FMP
522
Financial Management Professionals
Texas
$5K
ST
523
Smithfield Trust
Pennsylvania
$5K
TWA
524
TCI Wealth Advisors
Arizona
$5K +$1.24K +6 +35%
IFAM
525
Institutional & Family Asset Management
Colorado
$4K