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Willis Towers Watson

Name Holding Trade Value Shares
Change
Change in
Stake
NW
501
NewEdge Wealth
Pennsylvania
$297K +$296K +903 New
RBCM
502
Raub Brock Capital Management
California
$296K -$32.7K -100 -10%
AFG
503
Atomi Financial Group
New York
$295K +$49.8K +152 +20%
OCA
504
OpenArc Corporate Advisory
Georgia
$295K +$294K +897 New
NWAG
505
Net Worth Advisory Group
Utah
$291K -$5.89K -18 -2%
SL
506
Summitry LLC
California
$284K +$283K +865 New
TW
507
ticino wealth
California
$282K +$281K +858 New
RDWM
508
Red Door Wealth Management
Tennessee
$276K +$327 +1 +0.1%
MWM
509
Maridea Wealth Management
New York
$275K +$274K +838 New
BFG
510
Birch Financial Group
New Hampshire
$275K +$327 +1 +0.1%
GWM
511
Gibbs Wealth Management
Georgia
$275K -$51.7K -158 -16%
GWMR
512
GC Wealth Management RIA
Massachusetts
$274K -$348K -1,063 -56%
ACA
513
Aptus Capital Advisors
Alabama
$270K +$655 +2 +0.2%
CIA
514
Citadel Investment Advisory
Ohio
$268K
MYIA
515
Mount Yale Investment Advisors
Colorado
$265K +$263K +804 New
IIM
516
Intact Investment Management
Quebec, Canada
$263K
ASN
517
Advisory Services Network
Georgia
$263K -$101K -310 -28%
BG
518
Bollard Group
Massachusetts
$258K +$257K +785 New
LAM
519
Longboard Asset Management
Arizona
$257K
NAM
520
NorthCrest Asset Manangement
Minnesota
$253K +$247K +755 New
MGIA
521
Moneta Group Investment Advisors
Missouri
$252K +$251K +766 New
IFWM
522
Institute for Wealth Management
Colorado
$248K
ERIC
523
Eagle Rock Investment Company
Georgia
$246K
BAM
524
Blueshift Asset Management
New Jersey
$246K +$246K +750 New
Fisher Asset Management
525
Fisher Asset Management
Washington
$246K +$20.6K +63 +9%