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Willis Towers Watson
WTW

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
601
Avior Wealth Management
Nebraska
$8.25K +$7.1K +27 +900%
FWM
602
FSA Wealth Management
Massachusetts
$7.97K – – –
ST
603
Smithfield Trust
Pennsylvania
$7K – – –
RWM
604
Raffa Wealth Management
District of Columbia
$6.88K – – –
AWM
605
Abound Wealth Management
Tennessee
$6.6K -$263 -1 -4%
IFAM
606
Institutional & Family Asset Management
Colorado
$6.05K – – –
MFT
607
Moisand Fitzgerald Tamayo
Florida
$5.78K – – –
CT
608
Colonial Trust
South Carolina
$5.52K -$263 -1 -5%
WWP
609
WR Wealth Planners
Missouri
$5.5K +$5.26K +20 New
OLVIG
610
Oliver Lagore Vanvalin Investment Group
Michigan
$5.22K +$3.16K +12 +171%
FMP
611
Financial Management Professionals
Texas
$5K -$3.42K -13 -42%
QC
612
Quent Capital
New York
$4.71K – – –
CBT
613
CoreFirst Bank & Trust
Kansas
$4.67K – – –
WT
614
Washington Trust
Rhode Island
$4.67K – – –
CFO
615
CVA Family Office
Colorado
$4.4K – – –
NCM
616
Northwest Capital Management
Oregon
$4.4K – – –
VWM
617
Venturi Wealth Management
Texas
$4.4K +$263 +1 +7%
DPW
618
DiNuzzo Private Wealth
Pennsylvania
$4.28K -$263 -1 -4%
SSB
619
Sandy Spring Bank
Maryland
$4.13K – – –
SIC
620
SJS Investment Consulting
Ohio
$4.13K – – –
NMM
621
Naples Money Management
Florida
$4.13K +$3.95K +15 New
PWMG
622
Prestige Wealth Management Group
New Jersey
$3.86K -$6.05K -23 -62%
SC
623
SouthState Corp
Florida
$3.85K -$9.47K -36 -72%
CA
624
Continuum Advisory
Idaho
$3.83K +$3.95K +15 New
CA
625
CoreCap Advisors
Michigan
$3.58K +$3.42K +13 New
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25
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