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Willis Towers Watson
WTW

Name Holding Trade Value Shares
Change 		Change in
Stake
RF
651
Rossby Financial
Florida
$10.5K +$2.95K +9 +39%
TM
652
Torren Management
California
$10.3K +$10.1K +31 New
MAM
653
Meeder Asset Management
Ohio
$9.53K +$327 +1 +4%
ST
654
Smithfield Trust
Pennsylvania
$9K – – –
BWA
655
Basecamp Wealth Advisors
Washington
$8.89K +$8.84K +27 New
CT
656
Clearstead Trust
Maine
$8.87K -$2.62K -8 -23%
SGK
657
Steigerwald Gordon & Koch
Virginia
$8.87K +$8.84K +27 New
AWM
658
Abound Wealth Management
Tennessee
$8.55K – – –
ACM
659
Anfield Capital Management
California
$8.54K – – –
GWM
660
Geneos Wealth Management
Colorado
$8.54K – – –
HI
661
Harbour Investments
Wisconsin
$8.54K +$1.96K +6 +30%
NRG
662
Nemes Rush Group
Michigan
$8.54K +$7.53K +23 +767%
WETS
663
Wealth Enhancement Trust Services
South Dakota
$8.54K +$8.51K +26 New
VEA
664
Virtus ETF Advisers
New York
$8.21K – – –
SC
665
SouthState Corp
Florida
$7.89K +$5.57K +17 +243%
EWP
666
Elevation Wealth Partners
California
$7.56K +$5.57K +17 +283%
KAS
667
Kemnay Advisory Services
New York
$7.56K +$7.53K +23 New
MA
668
MCF Advisors
Kentucky
$7.26K +$3.6K +11 +100%
HHMI
669
Howard Hughes Medical Institute
Maryland
$6.9K – – –
NWM
670
Nova Wealth Management
Florida
$6.9K – – –
RWM
671
Raffa Wealth Management
District of Columbia
$6.9K – – –
CT
672
Colonial Trust
South Carolina
$6.57K – – –
AFC
673
Ares Financial Consulting
California
$6.32K +$6.22K +19 New
FMP
674
Financial Management Professionals
Texas
$6.26K – – –
DPW
675
DiNuzzo Private Wealth
Pennsylvania
$6.11K +$327 +1 +4%
25 26
27
28 29