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Willis Towers Watson
WTW

Name Holding Trade Value Shares
Change 		Change in
Stake
NSIM
651
North Star Investment Management
Illinois
$1.57K -$268 -1 -14%
NSG
652
Nalls Sherbakoff Group
Tennessee
$1.57K – – –
APW
653
Aventura Private Wealth
Florida
$1.31K – – –
EFMH
654
E Fund Management (HK)
Hong Kong
$1.31K – – –
ANBT
655
American National Bank & Trust
Texas
$1.31K +$1.34K +5 New
ACA
656
American Capital Advisory
Idaho
$1.05K – – –
TFM
657
TFC Financial Management
Massachusetts
$1.05K +$1.07K +4 New
EP
658
Essential Partners
California
$1.04K -$9.36K -35 -90%
PWA
659
Principia Wealth Advisory
Texas
$1.04K -$535 -2 -33%
BH
660
Burk Holdings
Oklahoma
$1.04K – – –
GEA
661
Glen Eagle Advisors
New Jersey
$1.04K – – –
CIAM
662
Caitong International Asset Management
Hong Kong
$1.04K +$535 +2 +100%
BAM
663
Bellevue Asset Management
Washington
$1.04K +$1.07K +4 New
MWM
664
Mosley Wealth Management
California
$1.04K +$1.07K +4 New
POIA
665
Pin Oak Investment Advisors
Texas
$1K +$535 +2 New
PWMG
666
Prestige Wealth Management Group
New Jersey
$787 – – –
VWA
667
Valued Wealth Advisors
Utah
$787 – – –
SC
668
SouthState Corp
Florida
$785 +$535 +2 +200%
WA
669
Whipplewood Advisors
Colorado
$784 -$2.41K -9 -75%
1CP
670
1015 Capital Partners
Pennsylvania
$784 -$535 -2 -40%
BFS
671
Bare Financial Services
Pennsylvania
$784 – – –
SEP
672
Signature Equity Partners
Ohio
$784 – – –
SFS
673
Sunrise Financial Services
Washington
$784 – – –
WA
674
WestEnd Advisors
North Carolina
$784 – – –
CIA
675
Cape Investment Advisory
Georgia
$784 +$803 +3 New
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