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Willis Towers Watson

Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
551
Jones Financial Companies
Missouri
$163K +$36.5K +119 +30%
IA
552
IFP Advisors
Florida
$158K -$3.68K -12 -2%
JFA
553
JNBA Financial Advisors
Minnesota
$157K
EWA
554
EverSource Wealth Advisors
Alabama
$145K +$2.15K +7 +2%
AF
555
Allworth Financial
California
$144K +$25.5K +83 +23%
SAM
556
Smartleaf Asset Management
Massachusetts
$143K +$35K +114 +33%
PP
557
PFS Partners
New Jersey
$125K -$17.5K -57 -12%
SIM
558
Sentry Investment Management
Wisconsin
$123K -$19.6K -64 -14%
LDB
559
Lee, Danner & Bass
Tennessee
$114K +$112K +365 New
MPWT
560
MassMutual Private Wealth & Trust
Connecticut
$106K +$11.7K +38 +13%
WTA
561
Washington Trust Advisors
Massachusetts
$105K
FFA
562
Farther Finance Advisors
California
$102K +$26.7K +87 +37%
DMBA
563
Deseret Mutual Benefit Administrators
Utah
$101K -$8.28K -27 -8%
QCG
564
Quadrant Capital Group
Ohio
$92.7K -$1.23K -4 -1%
DIP
565
DT Investment Partners
Pennsylvania
$88K -$52.1K -170 -38%
BC
566
Bayforest Capital
United Kingdom
$87.1K +$85.3K +278 New
PTC
567
Private Trust Company
Ohio
$85.5K +$5.21K +17 +7%
PFBT
568
Parkside Financial Bank & Trust
Missouri
$76.6K
TSMHT
569
Thurston Springer Miller Herd & Titak
Indiana
$76.4K +$74.8K +244 New
LI
570
LRI Investments
Florida
$73.7K
GSWM
571
Golden State Wealth Management
California
$72K +$70.5K +230 New
GCM
572
Gables Capital Management
Florida
$71.1K
S
573
SignatureFD
Georgia
$71K +$1.84K +6 +3%
BCMLT
574
Beacon Capital Management LLC (Tennessee)
Tennessee
$66.4K
NMG
575
New Millennium Group
Utah
$65K