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Willis Towers Watson

Name Holding Trade Value Shares
Change
Change in
Stake
SMA
526
Sage Mountain Advisors
Georgia
$342K +$34.5K +106 +12%
BBHC
527
Brown Brothers Harriman & Co
New York
$340K -$86.4K -265 -21%
IIM
528
Intact Investment Management
Quebec, Canada
$338K -$587K -1,800 -64%
AWM
529
Apollon Wealth Management
South Carolina
$337K +$325K +998 New
WBC
530
Westpac Banking Corp
Australia
$337K -$9.45K -29 -3%
IGAM
531
iA Global Asset Management
Quebec, Canada
$328K +$317K +972 New
SWM
532
Seed Wealth Management
Illinois
$328K
WPC
533
Wedmont Private Capital
Pennsylvania
$326K +$23.5K +72 +8%
MPM
534
MBB Public Markets
Illinois
$321K +$310K +950 New
P
535
&Partners
Tennessee
$318K +$74.6K +229 +32%
CI
536
CX Institutional
Indiana
$314K +$43.3K +133 +17%
ERIC
537
Eagle Rock Investment Company
Georgia
$312K +$27.1K +83 +10%
CCWM
538
Cassaday & Co Wealth Management
Virginia
$312K
CCA
539
Checchi Capital Advisers
California
$301K +$1.96K +6 +0.7%
FFL
540
Financial Freedom LLC
Ohio
$301K +$652 +2 +0.2%
KeyBank National Association
541
KeyBank National Association
Ohio
$299K -$51.8K -159 -15%
GL
542
Graypoint LLC
New York
$286K -$16.6K -51 -6%
GT
543
Greenleaf Trust
Michigan
$285K -$3.58K -11 -1%
RDWM
544
Red Door Wealth Management
Tennessee
$284K
RCA
545
Resonant Capital Advisors
Wisconsin
$280K +$7.5K +23 +3%
CIA
546
Citadel Investment Advisory
Ohio
$279K
FCM
547
Fieldview Capital Management
Michigan
$278K +$268K +822 New
PAG
548
Private Advisor Group
New Jersey
$277K -$26.4K -81 -9%
MWM
549
Maridea Wealth Management
New York
$273K +$263K +807 New
ASN
550
Advisory Services Network
Georgia
$271K +$1.63K +5 +0.6%