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Willis Towers Watson
WTW

Name Holding Trade Value Shares
Change 		Change in
Stake
MYAM
526
Meiji Yasuda Asset Management
Japan
$234K -$42.4K -131 -16%
PWG
527
Portside Wealth Group
Utah
$231K -$127K -392 -37%
QWM
528
Quadcap Wealth Management
Texas
$230K -$25.9K -80 -11%
ACA
529
Anchor Capital Advisors
Massachusetts
$228K – – –
JIC
530
Joel Isaacson & Co
New York
$227K – – –
PW
531
PUREfi Wealth
Massachusetts
$222K +$208K +642 New
DWM
532
Drive Wealth Management
Utah
$218K +$204K +629 New
MG
533
Mather Group
Illinois
$216K +$203K +626 New
AF
534
Allworth Financial
California
$216K +$29.5K +91 +17%
CFP
535
Catalyst Financial Partners
Massachusetts
$215K +$201K +622 New
KF
536
Krilogy Financial
Missouri
$214K +$214K +661 New
HW
537
Hancock Whitney
Mississippi
$210K +$197K +608 New
MNBTD
538
Moody National Bank Trust Division
Texas
$210K +$197K +607 New
BIG
539
Brooklyn Investment Group
New York
$209K +$972 +3 +0.4%
HA
540
Harbor Advisors
Florida
$209K +$196K +605 New
CC
541
Carlson Capital
Texas
$207K +$194K +600 New
CAG
542
Crestwood Advisors Group
Massachusetts
$202K +$189K +584 New
MFGM
543
Marshall Financial Group (Maryland)
Maryland
$201K +$189K +583 New
PP
544
PDS Planning
Ohio
$201K +$188K +581 New
CIA
545
Concurrent Investment Advisors
Florida
$201K +$188K +581 New
NS
546
NBC Securities
Alabama
$200K -$24.3K -75 -11%
UB
547
UMB Bank
Missouri
$198K +$972 +3 +0.5%
SAM
548
Smartleaf Asset Management
Massachusetts
$191K +$98.8K +305 +120%
PCM
549
Penserra Capital Management
California
$190K +$1.94K +6 +1%
PA
550
Parallel Advisors
California
$175K -$324 -1 -0.2%
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