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Willis Towers Watson
WTW

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
676
Anchor Investment Management
South Carolina
$2.19K – – –
CFD
677
Creative Financial Designs
Indiana
$2.19K +$2.15K +7 New
CAC
678
Core Alternative Capital
Georgia
$1.88K – – –
TWC
679
TD Waterhouse Canada
Ontario, Canada
$1.88K – – –
CSWM
680
Cassady Schiller Wealth Management
Ohio
$1.88K +$1.84K +6 New
CWP
681
Clark Wealth Partners
Illinois
$1.88K +$1.84K +6 New
MAS
682
MPWM Advisory Solutions
Georgia
$1.88K +$1.84K +6 New
CA
683
CoreCap Advisors
Michigan
$1.57K -$2.76K -9 -64%
TPW
684
Talon Private Wealth
Florida
$1.57K – – –
CAS
685
Coppell Advisory Solutions
Texas
$1.57K +$1.53K +5 New
DRP
686
Decker Retirement Planning
Utah
$1.25K +$1.23K +4 New
FWM
687
FLP Wealth Management
Arkansas
$981 +$920 +3 New
VWA
688
Valued Wealth Advisors
Utah
$943 -$920 -3 -50%
PWMG
689
Prestige Wealth Management Group
New Jersey
$943 – – –
RTC
690
Riverview Trust Company
Washington
$940 – – –
TCA
691
Trifecta Capital Advisors
Illinois
$940 – – –
GFPC
692
Global Financial Private Client
Florida
$940 +$920 +3 New
LCM
693
Logan Capital Management
Pennsylvania
$940 +$920 +3 New
OSNBOA
694
Old Second National Bank of Aurora
Illinois
$940 +$920 +3 New
S
695
Sachetta
Massachusetts
$940 +$920 +3 New
CWC
696
Carolinas Wealth Consulting
North Carolina
$629 – – –
BFPW
697
BOK Financial Private Wealth
Colorado
$629 +$613 +2 New
WBC
698
West Branch Capital
Massachusetts
$627 – – –
NL
699
NVWM LLC
Pennsylvania
$626 – – –
RCM
700
Raleigh Capital Management
North Carolina
$626 – – –
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