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Willis Towers Watson

Name Holding Trade Value Shares
Change
Change in
Stake
CCWM
501
Cassaday & Co Wealth Management
Virginia
$289K
SMA
502
Sage Mountain Advisors
Georgia
$283K +$58K +189 +26%
PAG
503
Private Advisor Group
New Jersey
$282K -$91.1K -297 -25%
GL
504
Graypoint LLC
New York
$281K -$613 -2 -0.2%
Bessemer Group
505
Bessemer Group
New Jersey
$279K -$920 -3 -0.3%
FFL
506
Financial Freedom LLC
Ohio
$278K -$58K -189 -18%
CCA
507
Checchi Capital Advisers
California
$278K -$1.53K -5 -0.6%
GT
508
Greenleaf Trust
Michigan
$268K +$3.37K +11 +1%
JF
509
Jump Financial
Illinois
$264K -$2.22M -7,227 -90%
STA
510
Summit Trail Advisors
New York
$264K +$258K +840 New
ERIC
511
Eagle Rock Investment Company
Georgia
$263K
RDWM
512
Red Door Wealth Management
Tennessee
$263K
AWS
513
Atria Wealth Solutions
New York
$263K +$258K +840 New
PWG
514
Portside Wealth Group
Utah
$262K +$257K +837 New
CIA
515
Citadel Investment Advisory
Ohio
$259K
RIL
516
Rothschild Investment LLC
Illinois
$253K
RCA
517
Resonant Capital Advisors
Wisconsin
$253K +$5.21K +17 +2%
William Blair Investment Management
518
William Blair Investment Management
Illinois
$250K
ASN
519
Advisory Services Network
Georgia
$249K -$254K -828 -51%
CI
520
CX Institutional
Indiana
$249K +$18.4K +60 +8%
ACM
521
Aster Capital Management
United Arab Emirates
$246K +$241K +786 New
UCFA
522
United Capital Financial Advisors
Texas
$246K -$135K -440 -36%
LAM
523
Longboard Asset Management
Arizona
$245K +$240K +782 New
QWM
524
Quadcap Wealth Management
Texas
$240K -$8.28K -27 -3%
MWM
525
Modera Wealth Management
New Jersey
$238K +$4.6K +15 +2%