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Willis Towers Watson
WTW

Name Holding Trade Value Shares
Change 		Change in
Stake
BCWM
626
Bartlett & Co Wealth Management
Ohio
$15.7K +$310 +1 +2%
AT
627
Avalon Trust
New Mexico
$15.3K – – –
PMFA
628
Plante Moran Financial Advisors
Michigan
$15.3K – – –
NC
629
NewSquare Capital
Pennsylvania
$15.3K +$2.79K +9 +22%
TPWA
630
Twin Peaks Wealth Advisors
California
$15.1K +$14.3K +46 New
LFG
631
Larson Financial Group
Missouri
$14.4K -$18.6K -60 -56%
BGAI
632
Bruce G. Allen Investments
Colorado
$14.4K -$1.55K -5 -10%
DSC
633
Duncker Streett & Co
Missouri
$13.8K – – –
RAM
634
Riggs Asset Management
Pennsylvania
$13.8K +$14K +45 New
FFO
635
Fortitude Family Office
Arizona
$12K +$3.72K +12 +44%
NC
636
North Capital
Utah
$12K – – –
AA
637
Ancora Advisors
Ohio
$11K -$167K -540 -94%
WTC
638
WhitTier Trust Company
Nevada
$11K – – –
CFO
639
CVA Family Office
Colorado
$10.7K -$10.5K -34 -49%
PGAM
640
Princeton Global Asset Management
New Jersey
$10.7K +$10.9K +35 New
MMCM
641
Murphy & Mullick Capital Management
New York
$10.1K – – –
FWM
642
FSA Wealth Management
Massachusetts
$8.89K – – –
AP
643
Aspect Partners
Virginia
$8.58K – – –
ST
644
Smithfield Trust
Pennsylvania
$8K – – –
AWM
645
Abound Wealth Management
Tennessee
$7.97K – – –
ACM
646
Anfield Capital Management
California
$7.97K – – –
RF
647
Rossby Financial
Florida
$7.05K +$7.13K +23 New
MFT
648
Moisand Fitzgerald Tamayo
Florida
$6.44K – – –
RWM
649
Raffa Wealth Management
District of Columbia
$6.44K – – –
HHMI
650
Howard Hughes Medical Institute
Maryland
$6.44K +$6.51K +21 New
24 25
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