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Willis Towers Watson
WTW

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
651
Activest Wealth Management
Florida
$6.91K +$5.51K +17 +567%
CIA
652
Cape Investment Advisory
Georgia
$6.91K +$6.48K +20 New
JSAM
653
J. Safra Asset Management
New York
$6.91K +$6.48K +20 New
SIC
654
Salem Investment Counselors
North Carolina
$6.58K – – –
FMP
655
Financial Management Professionals
Texas
$6.58K – – –
ADL
656
Asset Dedication LLC
California
$6.22K – – –
CCM
657
Cloud Capital Management
Washington
$6K +$5.83K +18 New
DPW
658
DiNuzzo Private Wealth
Pennsylvania
$5.98K -$324 -1 -4%
WA
659
Westfuller Advisors
New York
$5.67K +$5.18K +16 New
BCWM
660
Bartlett & Co Wealth Management
Ohio
$5.54K -$11.3K -35 -69%
JWM
661
JPL Wealth Management
Colorado
$5.53K +$5.18K +16 New
WWA
662
Wealth Watch Advisors
Colorado
$5.18K +$4.86K +15 New
BLC
663
Brown, Lisle/Cummings
Rhode Island
$4.84K – – –
HFS
664
Hughes Financial Services
Virginia
$4.82K +$648 +2 +15%
HWP
665
Highline Wealth Partners
California
$4.49K – – –
KFI
666
Key Financial Inc
Pennsylvania
$4.13K +$972 +3 +33%
MA
667
MCF Advisors
Kentucky
$3.81K +$3.56K +11 New
TCOT
668
Trust Company of Toledo
Ohio
$3.8K -$1.29K -4 -27%
MAM
669
Marquette Asset Management
Minnesota
$3.8K +$3.56K +11 New
GBT
670
Grove Bank & Trust
Florida
$3.46K – – –
PB
671
Pinnacle Bancorp
Nebraska
$3.46K – – –
CA
672
CoreCap Advisors
Michigan
$3.46K +$1.94K +6 +150%
HHGA
673
Halbert Hargrove Global Advisors
California
$3.46K +$3.24K +10 New
SFCL
674
Strengthening Families & Communities LLC
Massachusetts
$3.45K – – –
DF
675
Dunhill Financial
United Kingdom
$3.16K – – –
25 26
27
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