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Willis Towers Watson

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
501
Seed Wealth Management
Illinois
$286K – – –
Global Retirement Partners
502
Global Retirement Partners
California
$275K +$32.7K +117 +14%
Cassaday & Co Wealth Management
503
Cassaday & Co Wealth Management
Virginia
$272K -$560 -2 -0.2%
KeyBank National Association
504
KeyBank National Association
Ohio
$269K +$10.4K +37 +4%
GL
505
Graypoint LLC
New York
$265K +$22.1K +79 +10%
Bessemer Group
506
Bessemer Group
New Jersey
$263K +$6.43K +23 +3%
CCA
507
Checchi Capital Advisers
California
$262K -$1.12K -4 -0.4%
GCP
508
GSA Capital Partners
United Kingdom
$262K +$249K +891 New
&Partners
509
&Partners
Tennessee
$249K +$236K +845 New
Greenleaf Trust
510
Greenleaf Trust
Michigan
$248K – – –
ERIC
511
Eagle Rock Investment Company
Georgia
$248K – – –
RDWM
512
Red Door Wealth Management
Tennessee
$247K – – –
CIA
513
Citadel Investment Advisory
Ohio
$243K – – –
RIL
514
Rothschild Investment LLC
Illinois
$238K +$280 +1 +0.1%
PWPS
515
Pinnacle Wealth Planning Services
Ohio
$237K – – –
William Blair Investment Management
516
William Blair Investment Management
Illinois
$235K -$40.3K -144 -15%
QWM
517
Quadcap Wealth Management
Texas
$233K -$145K -518 -40%
Wedmont Private Capital
518
Wedmont Private Capital
Pennsylvania
$233K +$226K +809 New
RCA
519
Resonant Capital Advisors
Wisconsin
$232K +$220K +787 New
N
520
Numerai
California
$230K -$143K -511 -40%
Laurion Capital Management
521
Laurion Capital Management
New York
$228K -$5.32K -19 -2%
WCA
522
Waypoint Capital Advisors
Minnesota
$222K +$211K +754 New
Modera Wealth Management
523
Modera Wealth Management
New Jersey
$220K +$209K +746 New
CX Institutional
524
CX Institutional
Indiana
$216K +$206K +735 New
SMA
525
Sage Mountain Advisors
Georgia
$211K +$200K +716 New