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Willis Towers Watson
WTW

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
626
Rialto Wealth Management
New York
$3.14K +$1.6K +6 +100%
MIM
627
Marshall Investment Management
Colorado
$3.14K +$3.21K +12 New
OAJ
628
Ogorek Anthony Joseph
New York
$3K – – –
SWM
629
Spire Wealth Management
Virginia
$2.88K -$16.3K -61 -85%
TWC
630
TD Waterhouse Canada
Ontario, Canada
$2.75K – – –
SIM
631
Synergy Investment Management
Florida
$2.53K +$1.6K +6 +300%
TF
632
Tompkins Financial
New York
$2.35K – – –
GA
633
GoalVest Advisory
New York
$2.35K +$2.41K +9 New
JSAM
634
J. Safra Asset Management
New York
$2.35K +$2.41K +9 New
HCM
635
Hollencrest Capital Management
California
$2.09K – – –
WA
636
WPG Advisers
Maryland
$2.09K +$803 +3 +60%
HIA
637
HFM Investment Advisors
New Jersey
$2.09K +$1.34K +5 +167%
HNW
638
High Note Wealth
Minnesota
$2.09K +$1.34K +5 +167%
PS
639
Planning Strategies
Pennsylvania
$2.09K +$2.14K +8 New
BWM
640
Benson Wealth Management
Tennessee
$1.83K – – –
AWM
641
Abound Wealth Management
Tennessee
$1.77K -$6.42K -24 -77%
OAG
642
Oakmont Advisory Group
New Mexico
$1.71K +$1.87K +7 New
WA
643
Westfuller Advisors
New York
$1.7K -$2.67K -10 -63%
BFPW
644
BOK Financial Private Wealth
Colorado
$1.57K +$1.6K +6 New
JWM
645
JPL Wealth Management
Colorado
$1.57K +$1.34K +5 +500%
PUI
646
Purpose Unlimited Inc
$1.57K -$1.34K -5 -45%
NSIM
647
North Star Investment Management
Illinois
$1.57K -$268 -1 -14%
NSG
648
Nalls Sherbakoff Group
Tennessee
$1.57K – – –
APW
649
Aventura Private Wealth
Florida
$1.31K – – –
EFMH
650
E Fund Management (HK)
Hong Kong
$1.31K – – –
24 25
26
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