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Willis Towers Watson
WTW

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
526
MV Capital Management
Maryland
$14.9K +$2.74K +12 +24%
JWA
527
JFS Wealth Advisors
Pennsylvania
$13.9K +$1.6K +7 +14%
C
528
Covestor
United Kingdom
$13K -$228 -1 -2%
SWM
529
Spire Wealth Management
Virginia
$13K – – –
SC
530
SouthState Corp
Florida
$12.2K – – –
UB
531
UMB Bank
Missouri
$12K -$1.14K -5 -9%
SC
532
Seldon Capital
California
$11.5K – – –
FWA
533
Freedom Wealth Alliance
Wisconsin
$11K +$10.3K +45 New
MPWT
534
MassMutual Private Wealth & Trust
Connecticut
$11K +$457 +2 +5%
AF
535
Advisornet Financial
Minnesota
$10.8K +$3.43K +15 +52%
MWM
536
Mascoma Wealth Management
New Hampshire
$10.5K – – –
CS
537
Comerica Securities
Michigan
$10.3K +$9.6K +42 New
DWP
538
Destiny Wealth Partners
Florida
$10.3K – – –
AFS
539
Annapolis Financial Services
Maryland
$10K – – –
SC
540
Schubert & Co
Texas
$9.29K – – –
CAC
541
Core Alternative Capital
Georgia
$9.07K – – –
FMP
542
Financial Management Professionals
Texas
$9K +$2.29K +10 +38%
PWMG
543
Prestige Wealth Management Group
New Jersey
$8.83K -$685 -3 -8%
QC
544
Quent Capital
New York
$7.37K – – –
MFT
545
Moisand Fitzgerald Tamayo
Florida
$6.85K +$1.6K +7 +33%
RWM
546
Raffa Wealth Management
District of Columbia
$6.12K – – –
ST
547
Smithfield Trust
Pennsylvania
$6K – – –
CT
548
Colonial Trust
South Carolina
$5.89K +$5.48K +24 New
TWA
549
TCI Wealth Advisors
Arizona
$5.63K – – –
IFAM
550
Institutional & Family Asset Management
Colorado
$5.38K – – –
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