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Willis Towers Watson
WTW

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
601
SHP Wealth Management
Massachusetts
$6.4K – – –
QC
602
Quent Capital
New York
$6.05K -$16.3K -61 -73%
RF
603
Rossby Financial
Florida
$6.01K -$3.21K -12 -34%
TWD
604
True Wealth Design
Ohio
$6.01K -$2.94K -11 -32%
MAM
605
Meeder Asset Management
Ohio
$6.01K +$803 +3 +15%
ADL
606
Asset Dedication LLC
California
$5.49K +$803 +3 +17%
GSWM
607
Golden State Wealth Management
California
$5.23K -$54.8K -205 -91%
AFC
608
Ares Financial Consulting
California
$5.04K – – –
FMP
609
Financial Management Professionals
Texas
$4.98K – – –
AT
610
Arlington Trust
Alabama
$4.97K – – –
DPW
611
DiNuzzo Private Wealth
Pennsylvania
$4.79K – – –
BWA
612
Basecamp Wealth Advisors
Washington
$4.71K -$6.15K -23 -56%
BHWM
613
Bay Harbor Wealth Management
Maryland
$4.71K +$1.34K +5 +38%
EWP
614
Elevation Wealth Partners
California
$4.18K -$1.87K -7 -30%
PWA
615
Physician Wealth Advisors
Utah
$4.18K +$3.48K +13 +433%
AW
616
Avion Wealth
Texas
$4K +$1.07K +4 +33%
TM
617
Torren Management
California
$3.93K – – –
KG
618
Kilter Group
New York
$3.92K +$1.6K +6 +67%
BWL
619
Bogart Wealth LLC
Virginia
$3.92K +$2.94K +11 +275%
S
620
Sachetta
Massachusetts
$3.66K +$1.34K +5 +56%
GBT
621
Grove Bank & Trust
Florida
$3.66K -$11K -41 -75%
HFS
622
Hughes Financial Services
Virginia
$3.66K +$2.41K +9 +180%
DF
623
Dunhill Financial
United Kingdom
$3.61K -$268 -1 -7%
CCMI
624
Creative Capital Management Investments
California
$3.4K +$3.48K +13 New
JFGIW
625
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.15K -$27.3K -102 -89%
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