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Willis Towers Watson
WTW

Name Holding Trade Value Shares
Change 		Change in
Stake
AW
676
Avion Wealth
Texas
$6K -$2.29K -7 -26%
ADL
677
Asset Dedication LLC
California
$5.92K – – –
IWM
678
IMG Wealth Management
Florida
$5.92K +$5.89K +18 New
KBFS
679
Kohmann Bosshard Financial Services
Ohio
$5.75K +$5.89K +18 New
SWM
680
SHP Wealth Management
Massachusetts
$5.74K +$5.57K +17 New
AWM
681
Activest Wealth Management
Florida
$5.59K -$982 -3 -15%
WA
682
Westfuller Advisors
New York
$5.41K – – –
SIC
683
SJS Investment Consulting
Ohio
$4.93K +$2.62K +8 +114%
LB
684
Legacy Bridge
Iowa
$4.6K +$4.58K +14 New
HFS
685
Hughes Financial Services
Virginia
$4.6K -$327 -1 -7%
BLC
686
Brown, Lisle/Cummings
Rhode Island
$4.6K – – –
HWP
687
Highline Wealth Partners
California
$4.27K – – –
CFM
688
Cornerstone Financial Management
Massachusetts
$4.27K +$4.26K +13 New
OAJ
689
Ogorek Anthony Joseph
New York
$4K -$2.95K -9 -41%
BHWM
690
Bay Harbor Wealth Management
Maryland
$3.95K +$1.31K +4 +50%
BW
691
Bravera Wealth
North Dakota
$3.94K +$3.93K +12 New
WWA
692
Wealth Watch Advisors
Colorado
$3.62K -$1.31K -4 -27%
DF
693
Dunhill Financial
United Kingdom
$3.39K +$327 +1 +11%
OC
694
Optima Capital
Oregon
$3.29K +$3.27K +10 New
SFCL
695
Strengthening Families & Communities LLC
Massachusetts
$3.29K – – –
WAG
696
Wilkerson Advisory Group
Missouri
$3.29K +$3.27K +10 New
TWD
697
True Wealth Design
Ohio
$2.96K -$5.57K -17 -65%
TF
698
Tompkins Financial
New York
$2.96K – – –
HCM
699
Hollencrest Capital Management
California
$2.63K – – –
SIS
700
Sound Income Strategies
Florida
$2.31K +$2.29K +7 New
26 27
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