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Willis Towers Watson
WTW

Name Holding Trade Value Shares
Change 		Change in
Stake
GWS
551
Greykasell Wealth Strategies
California
$162K – – –
MPWT
552
MassMutual Private Wealth & Trust
Connecticut
$152K +$15.5K +48 +12%
PP
553
PFS Partners
New Jersey
$138K – – –
JFA
554
JNBA Financial Advisors
Minnesota
$130K – – –
WTA
555
Washington Trust Advisors
Massachusetts
$112K -$3.56K -11 -3%
GAG
556
Goodman Advisory Group
Massachusetts
$110K -$2.92K -9 -3%
LI
557
LRI Investments
Florida
$102K +$8.74K +27 +10%
DIP
558
DT Investment Partners
Pennsylvania
$97.1K – – –
ZBNA
559
Zions Bancorporation, National Association
Utah
$96K +$22K +68 +32%
DMBA
560
Deseret Mutual Benefit Administrators
Utah
$94.3K -$15.5K -48 -15%
OL
561
OneFund LLC
Florida
$94.3K +$3.24K +10 +4%
PTC
562
Private Trust Company
Ohio
$90.2K +$1.62K +5 +2%
PS
563
Principal Securities
Iowa
$90.1K +$7.77K +24 +10%
JFGIW
564
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$89.7K +$83.9K +259 New
PFBT
565
Parkside Financial Bank & Trust
Missouri
$85.3K +$648 +2 +0.8%
GSWM
566
Golden State Wealth Management
California
$79.8K – – –
GCM
567
Gables Capital Management
Florida
$78.4K – – –
CIAM
568
Caitong International Asset Management
Hong Kong
$78.4K +$73.2K +226 +22,600%
S
569
SignatureFD
Georgia
$76.3K – – –
CB
570
Community Bank
New York
$76.3K +$71.6K +221 New
SIM
571
Sentry Investment Management
Wisconsin
$75K -$27.2K -84 -28%
ANBT
572
American National Bank & Trust
Texas
$69.1K – – –
RFP
573
Root Financial Partners
California
$67.7K +$63.5K +196 New
EP
574
Essential Partners
California
$62.5K – – –
VCM
575
Versant Capital Management
Arizona
$62.5K +$324 +1 +0.6%
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