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Willis Towers Watson
WTW

Name Holding Trade Value Shares
Change 		Change in
Stake
HGA
576
Hobbs Group Advisors
South Carolina
$7K +$6.71K +29 New
RWM
577
Raffa Wealth Management
District of Columbia
$6.03K – – –
ST
578
Smithfield Trust
Pennsylvania
$6K – – –
LIWM
579
Long Island Wealth Management
New York
$6K +$5.55K +24 New
AWM
580
Abound Wealth Management
Tennessee
$5.92K -$231 -1 -4%
IFAM
581
Institutional & Family Asset Management
Colorado
$5.31K – – –
MFT
582
Moisand Fitzgerald Tamayo
Florida
$5.07K -$1.62K -7 -25%
CT
583
Colonial Trust
South Carolina
$5.03K – – –
BWM
584
BKM Wealth Management
Wisconsin
$4.58K +$4.39K +19 New
SAM
585
Smartleaf Asset Management
Massachusetts
$4.54K +$4.39K +19 New
QC
586
Quent Capital
New York
$4.13K – – –
AT
587
Arlington Trust
Alabama
$4.1K -$77K -333 -95%
WT
588
Washington Trust
Rhode Island
$4.1K -$462 -2 -11%
CBT
589
CoreFirst Bank & Trust
Kansas
$4.1K – – –
CFO
590
CVA Family Office
Colorado
$3.86K +$3.7K +16 New
NCM
591
Northwest Capital Management
Oregon
$3.86K +$3.7K +16 New
DPW
592
DiNuzzo Private Wealth
Pennsylvania
$3.84K +$5.55K +24 New
SSB
593
Sandy Spring Bank
Maryland
$3.62K – – –
SIC
594
SJS Investment Consulting
Ohio
$3.62K +$694 +3 +25%
VWM
595
Venturi Wealth Management
Texas
$3.62K +$925 +4 +36%
FFO
596
Fortitude Family Office
Arizona
$2.89K +$2.77K +12 New
MA
597
MCF Advisors
Kentucky
$2.65K – – –
PPC
598
Park Place Capital
Alabama
$2.65K – – –
HI
599
Harbour Investments
Wisconsin
$2.65K +$2.31K +10 +1,000%
SFA
600
Semmax Financial Advisors
North Carolina
$2.46K – – –
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