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Willis Towers Watson

Name Holding Trade Value Shares
Change
Change in
Stake
LCM
701
Logan Capital Management
Pennsylvania
$920 – – –
NRG
702
Nemes Rush Group
Michigan
$920 – – –
TCA
703
Trifecta Capital Advisors
Illinois
$920 – – –
WA
704
WestEnd Advisors
North Carolina
$920 – – –
HIA
705
HFM Investment Advisors
New Jersey
$920 +$310 +1 +50%
PWA
706
Principia Wealth Advisory
Texas
$920 +$310 +1 +50%
RWM
707
Rialto Wealth Management
New York
$920 +$310 +1 +50%
CIAS
708
CBIZ Investment Advisory Services
Ohio
$615 +$620 +2 New
CFD
709
Creative Financial Designs
Indiana
$613 – – –
NL
710
NVWM LLC
Pennsylvania
$613 – – –
PWM
711
Parkworth Wealth Management
California
$613 – – –
WBC
712
West Branch Capital
Massachusetts
$613 – – –
ACA
713
American Capital Advisory
Idaho
$613 +$310 +1 +100%
QWM
714
Quaker Wealth Management
New Jersey
$613 +$620 +2 New
RS
715
Rakuten Securities
Japan
$613 +$620 +2 New
SWA
716
SOA Wealth Advisors
New York
$307 -$2.17K -7 -88%
PWAM
717
Private Wealth Asset Management
Iowa
$307 – – –
LFA
718
LGT Financial Advisors
Texas
$307 +$310 +1 New
SS
719
SBI Securities
Japan
$307 +$310 +1 New
SC
720
Stephens Consulting
Michigan
$307 +$310 +1 New
CIAM
721
Caitong International Asset Management
Hong Kong
$306 -$213K -686 -100%
YDMI
722
Y.D. More Investments
Israel
$84 -$15.5K -50 -35%
Adage Capital Partners
723
Adage Capital Partners
Massachusetts
– -$73M -216,088 Closed
Capital Research Global Investors
724
Capital Research Global Investors
California
– -$61.7M -182,572 Closed
WP
725
Woodline Partners
California
– -$60.4M -178,694 Closed