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Willis Towers Watson

Name Holding Trade Value Shares
Change
Change in
Stake
CG
501
Caprock Group
Idaho
$243K -$102K -389 -31%
RDWM
502
Red Door Wealth Management
Tennessee
$233K
SWM
503
Seed Wealth Management
Illinois
$232K
GT
504
Greenleaf Trust
Michigan
$232K -$32.9K -125 -13%
ERIC
505
Eagle Rock Investment Company
Georgia
$231K
VT
506
Vise Technologies
New York
$230K -$17.1K -65 -7%
TC
507
TownSquare Capital
Utah
$228K +$218K +829 New
CIA
508
Citadel Investment Advisory
Ohio
$227K
WI
509
WBI Investments
New Jersey
$226K -$60.8K -231 -22%
Nomura Holdings
510
Nomura Holdings
Japan
$225K -$330K -1,255 -61%
CCM
511
Coldstream Capital Management
Washington
$223K -$10.5K -40 -5%
Bessemer Group
512
Bessemer Group
New Jersey
$223K +$8.94K +34 +4%
HCA
513
Harbour Capital Advisors
Virginia
$222K +$218K +830 New
PWPS
514
Pinnacle Wealth Planning Services
Ohio
$220K +$210K +800 New
CPC
515
Cookson Peirce & Co
Pennsylvania
$219K +$209K +795 New
CA
516
Commerzbank Aktiengesellschaft
Germany
$218K +$208K +792 New
KeyBank National Association
517
KeyBank National Association
Ohio
$217K +$207K +788 New
SAG
518
SageView Advisory Group
California
$215K +$4.05M +15,414 New
GL
519
Graypoint LLC
New York
$215K +$206K +783 New
RIL
520
Rothschild Investment LLC
Illinois
$215K
CA
521
Cetera Advisors
Colorado
$211K +$201K +766 New
RRA
522
Round Rock Advisors
Connecticut
$209K +$200K +760 New
GRP
523
Global Retirement Partners
California
$208K +$43.4K +165 +28%
WCA
524
Waypoint Capital Advisors
Minnesota
$207K +$198K +754 New
SW
525
SVB Wealth
Massachusetts
$207K +$198K +751 New