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Willis Towers Watson

Name Holding Trade Value Shares
Change
Change in
Stake
Cohen & Steers
776
Cohen & Steers
New York
– -$320K -1,022 Closed
CAG
777
Csenge Advisory Group
Florida
– -$306K -976 Closed
DS
778
DRW Securities
Illinois
– -$297K -948 Closed
AWS
779
Atria Wealth Solutions
New York
– -$263K -840 Closed
HCM
780
Howard Capital Management
Georgia
– -$202K -646 Closed
CM
781
Crestline Management
Texas
– -$202K -645 Closed
DWT
782
Dorsey & Whitney Trust
South Dakota
– -$201K -642 Closed
TSWM
783
Triangle Securities Wealth Management
North Carolina
– -$200K -640 Closed
TFA
784
Transamerica Financial Advisors
Florida
– -$178K -567 Closed
LDB
785
Lee, Danner & Bass
Tennessee
– -$114K -365 Closed
RFS
786
Richardson Financial Services
Massachusetts
– -$37.9K -121 Closed
GM
787
GeoWealth Management
Illinois
– -$36K -115 Closed
AS
788
Altshuler Shaham
Israel
– -$20.4K -65 Closed
CFGS
789
Concourse Financial Group Securities
Alabama
– -$20.5K -64 Closed
NSIM
790
North Star Investment Management
Illinois
– -$19.7K -63 Closed
ITIM
791
Indiana Trust & Investment Management
Indiana
– -$13.5K -43 Closed
VWM
792
Venturi Wealth Management
Texas
– -$13.5K -43 Closed
KBFS
793
Kohmann Bosshard Financial Services
Ohio
– -$11K -35 Closed
SVCP
794
Silicon Valley Capital Partners
California
– -$10.6K -34 Closed
AWM
795
Avior Wealth Management
Nebraska
– -$7.2K -23 Closed
MA
796
MCF Advisors
Kentucky
– -$3.45K -11 Closed
TH
797
TCTC Holdings
Texas
– -$2.82K -9 Closed
EBA
798
Eagle Bay Advisors
New York
– -$2.51K -8 Closed
SSB
799
Sandy Spring Bank
Maryland
– -$2.51K -8 Closed
CAS
800
Coppell Advisory Solutions
Texas
– -$1.57K -5 Closed