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Willis Towers Watson
WTW

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
526
Howard Capital Management
Georgia
$244K +$13.1K +40 +6%
UCFA
527
United Capital Financial Advisors
Texas
$240K -$14.4K -44 -6%
PFM
528
Patton Fund Management
Texas
$239K – – –
PWW
529
Pettyjohn Wood & White
Virginia
$238K +$14.1K +43 +6%
CCA
530
Checchi Capital Advisers
California
$237K -$5.57K -17 -2%
CA
531
Commerzbank Aktiengesellschaft
Germany
$236K -$10.5K -32 -4%
SFWC
532
Strategic Family Wealth Counselors
New Jersey
$235K +$239K +731 New
AF
533
Allworth Financial
California
$234K +$28.5K +87 +14%
PCA
534
Pallas Capital Advisors
Massachusetts
$233K -$2.29K -7 -1%
MYAM
535
Meiji Yasuda Asset Management
Japan
$230K +$7.86K +24 +4%
MWM
536
Modera Wealth Management
New Jersey
$230K -$2.62K -8 -1%
FFL
537
Financial Freedom LLC
Ohio
$230K -$235K -718 -51%
FFA
538
Farther Finance Advisors
California
$227K -$88.4K -270 -28%
FMI
539
Frec Markets Inc
California
$227K +$226K +691 New
CIM
540
Cambria Investment Management
California
$223K -$8.51K -26 -4%
PA
541
Parallel Advisors
California
$222K +$55K +168 +33%
SAM
542
Smartleaf Asset Management
Massachusetts
$219K +$31.8K +97 +17%
BC
543
Bayforest Capital
United Kingdom
$218K +$217K +663 New
WAS
544
Westco Advisory Services
New York
$217K +$216K +661 New
ACA
545
Anchor Capital Advisors
Massachusetts
$217K – – –
JIC
546
Joel Isaacson & Co
New York
$216K – – –
CAG
547
Crestwood Advisors Group
Massachusetts
$211K +$18.7K +57 +10%
PP
548
PDS Planning
Ohio
$209K +$18.3K +56 +10%
QWM
549
Quadcap Wealth Management
Texas
$209K -$10.1K -31 -5%
CFP
550
Catalyst Financial Partners
Massachusetts
$209K +$4.58K +14 +2%
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