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Willis Towers Watson

Name Holding Trade Value Shares
Change
Change in
Stake
WIA
501
World Investment Advisors
California
$269K +$11.3K +35 +5%
UCFA
502
United Capital Financial Advisors
Texas
$268K +$6.15K +19 +3%
CPBTD
503
Central Pacific Bank - Trust Division
Hawaii
$268K +$40.5K +125 +19%
IIC
504
Integrated Investment Consultants
Michigan
$264K -$46.3K -143 -16%
IA
505
IFP Advisors
Florida
$262K +$7.77K +24 +3%
William Blair Investment Management
506
William Blair Investment Management
Illinois
$261K -$2.92K -9 -1%
IFWM
507
Institute for Wealth Management
Colorado
$261K +$245K +755 New
CA
508
Commerzbank Aktiengesellschaft
Germany
$260K
ERIC
509
Eagle Rock Investment Company
Georgia
$259K -$56.4K -174 -19%
Focus Partners Wealth
510
Focus Partners Wealth
Massachusetts
$259K -$311K -960 -56%
PAG
511
Private Advisor Group
New Jersey
$258K -$31.4K -97 -11%
AFG
512
Atomi Financial Group
New York
$258K +$19.1K +59 +9%
CCA
513
Checchi Capital Advisers
California
$255K -$30.4K -94 -11%
CFG
514
Chapman Financial Group
Hawaii
$253K -$16.2K -50 -6%
PFM
515
Patton Fund Management
Texas
$251K
WAM
516
Wakefield Asset Management
Colorado
$249K
SWGC
517
Summit Wealth Group (Colorado)
Colorado
$248K +$371K +1,147 New
SIG
518
Stonegate Investment Group
Alabama
$247K
PCA
519
Pallas Capital Advisors
Massachusetts
$247K +$324 +1 +0.1%
MWM
520
Modera Wealth Management
New Jersey
$244K +$5.51K +17 +2%
HCM
521
Howard Capital Management
Georgia
$243K +$5.83K +18 +3%
CIM
522
Cambria Investment Management
California
$243K +$228K +704 New
PCS
523
Personal CFO Solutions
New Jersey
$241K +$226K +697 New
Fisher Asset Management
524
Fisher Asset Management
Washington
$237K +$222K +686 New
PWW
525
Pettyjohn Wood & White
Virginia
$235K