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Willis Towers Watson

Name Holding Trade Value Shares
Change
Change in
Stake
SFI
501
Siemens Fonds Invest
Germany
$399K +$27.4K +84 +8%
PWG
502
Portside Wealth Group
Utah
$399K +$112K +343 +41%
TAM
503
Trust Asset Management
Texas
$394K -$19.9K -61 -5%
SC
504
Syon Capital
California
$392K +$26.4K +81 +8%
KPWS
505
Kestra Private Wealth Services
Texas
$390K -$70.7K -217 -16%
AWAU
506
Alliance Wealth Advisors (Utah)
Utah
$389K +$64.2K +197 +21%
AIM
507
Alhambra Investment Management
Florida
$388K -$36.8K -113 -9%
Lido Advisors
508
Lido Advisors
California
$386K -$67.5K -207 -15%
CPIG
509
Chicago Partners Investment Group
Illinois
$386K +$22.8K +70 +6%
OF
510
Optimize Financial
California
$381K -$7.5K -23 -2%
OP
511
ORG Partners
Indiana
$375K
CIA
512
Concurrent Investment Advisors
Florida
$373K -$4.24K -13 -1%
FCP
513
Fidelis Capital Partners
Florida
$373K +$1.96K +6 +0.5%
FPL
514
Fortress Private Ledger
North Carolina
$372K +$359K +1,101 New
RS
515
R Squared
Hong Kong
$372K +$359K +1,100 New
MCM
516
MAI Capital Management
Ohio
$368K -$15K -46 -4%
MFG
517
Merit Financial Group
Georgia
$367K +$354K +1,087 New
TI
518
TrueMark Investments
Illinois
$364K +$351K +1,078 New
MFA
519
Mayflower Financial Advisors
Massachusetts
$364K -$19.6K -60 -5%
CWM
520
Connecticut Wealth Management
Connecticut
$361K
SIA
521
Schechter Investment Advisors
Michigan
$360K +$8.47K +26 +3%
ATI
522
Act Two Investors
California
$348K
TA
523
Tectonic Advisors
Texas
$348K +$111K +342 +50%
Walleye Capital
524
Walleye Capital
New York
$342K +$112K +344 +51%
CI
525
Cigna Investments
Connecticut
$342K -$11.4K -35 -3%