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Willis Towers Watson
WTW

Name Holding Trade Value Shares
Change 		Change in
Stake
DF
626
Dunhill Financial
United Kingdom
$3.61K -$268 -1 -7%
CCMI
627
Creative Capital Management Investments
California
$3.4K +$3.48K +13 New
JFGIW
628
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.15K -$27.3K -102 -89%
RWM
629
Rialto Wealth Management
New York
$3.14K +$1.6K +6 +100%
MIM
630
Marshall Investment Management
Colorado
$3.14K +$3.21K +12 New
OAJ
631
Ogorek Anthony Joseph
New York
$3K – – –
SWM
632
Spire Wealth Management
Virginia
$2.88K -$16.3K -61 -85%
TWC
633
TD Waterhouse Canada
Ontario, Canada
$2.75K – – –
SIM
634
Synergy Investment Management
Florida
$2.53K +$1.6K +6 +300%
TF
635
Tompkins Financial
New York
$2.35K – – –
GA
636
GoalVest Advisory
New York
$2.35K +$2.41K +9 New
JSAM
637
J. Safra Asset Management
New York
$2.35K +$2.41K +9 New
HCM
638
Hollencrest Capital Management
California
$2.09K – – –
WA
639
WPG Advisers
Maryland
$2.09K +$803 +3 +60%
HIA
640
HFM Investment Advisors
New Jersey
$2.09K +$1.34K +5 +167%
HNW
641
High Note Wealth
Minnesota
$2.09K +$1.34K +5 +167%
PS
642
Planning Strategies
Pennsylvania
$2.09K +$2.14K +8 New
AIM
643
Anchor Investment Management
South Carolina
$1.83K – – –
BWM
644
Benson Wealth Management
Tennessee
$1.83K – – –
AWM
645
Abound Wealth Management
Tennessee
$1.77K -$6.42K -24 -77%
OAG
646
Oakmont Advisory Group
New Mexico
$1.71K +$1.87K +7 New
WA
647
Westfuller Advisors
New York
$1.7K -$2.67K -10 -63%
BFPW
648
BOK Financial Private Wealth
Colorado
$1.57K +$1.6K +6 New
JWM
649
JPL Wealth Management
Colorado
$1.57K +$1.34K +5 +500%
PUI
650
Purpose Unlimited Inc
$1.57K -$1.34K -5 -45%
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