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Willis Towers Watson
WTW

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
601
Smartleaf Asset Management
Massachusetts
$150K -$3.26K -10 -2%
PP
602
PFS Partners
New Jersey
$135K – – –
AF
603
Allworth Financial
California
$134K -$3.91K -12 -3%
JFA
604
JNBA Financial Advisors
Minnesota
$127K -$40.7K -125 -25%
MPWT
605
MassMutual Private Wealth & Trust
Connecticut
$120K +$6.19K +19 +6%
WTA
606
Washington Trust Advisors
Massachusetts
$114K – – –
GAG
607
Goodman Advisory Group
Massachusetts
$110K +$106K +326 New
DMBA
608
Deseret Mutual Benefit Administrators
Utah
$108K – – –
DIP
609
DT Investment Partners
Pennsylvania
$95K – – –
PTC
610
Private Trust Company
Ohio
$92.9K +$652 +2 +0.7%
VCM
611
Versant Capital Management
Arizona
$92.6K +$32.6K +100 +57%
SIM
612
Sentry Investment Management
Wisconsin
$91K -$29.3K -90 -23%
SW
613
SVB Wealth
Massachusetts
$89.9K +$86.7K +266 New
TSMHT
614
Thurston Springer Miller Herd & Titak
Indiana
$88.5K +$5.87K +18 +7%
PFBT
615
Parkside Financial Bank & Trust
Missouri
$85.2K +$2.61K +8 +3%
LI
616
LRI Investments
Florida
$81.2K +$1.63K +5 +2%
GSWM
617
Golden State Wealth Management
California
$77.7K – – –
GCM
618
Gables Capital Management
Florida
$76.7K – – –
S
619
SignatureFD
Georgia
$74.8K -$1.96K -6 -3%
BCMLT
620
Beacon Capital Management LLC (Tennessee)
Tennessee
$71.8K +$326 +1 +0.5%
HCP
621
Hexagon Capital Partners
Arkansas
$71K +$20.2K +62 +42%
NMG
622
New Millennium Group
Utah
$70.3K – – –
ANBT
623
American National Bank & Trust
Texas
$67.6K – – –
CAL
624
Capital Advisors Ltd
Ohio
$60K – – –
SWIM
625
Smallwood Wealth Investment Management
New Jersey
$59.8K +$57.7K +177 New
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