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AON

Name Holding Trade Value Shares
Change 		Change in
Stake
MLA
576
My Legacy Advisors
Oregon
$781K -$18.3K -59 -2%
BRWA
577
B. Riley Wealth Advisors
Florida
$775K +$115K +370 +18%
FFP
578
FourThought Financial Partners
Florida
$774K -$8.36K -27 -1%
XT
579
XTX Topco
Cayman Islands
$767K +$46.7K +151 +7%
MNBTD
580
Moody National Bank Trust Division
Texas
$763K – – –
CGL
581
Clarius Group LLC
Washington
$755K -$929 -3 -0.1%
DADC
582
D.A. Davidson & Co
Montana
$751K -$22.3K -72 -3%
ACM
583
Acrisure Capital Management
Texas
$743K -$142K -458 -16%
TAM
584
Trust Asset Management
Texas
$741K -$15.8K -51 -2%
UB
585
UMB Bank
Missouri
$740K -$64.7K -209 -8%
PA
586
Parallel Advisors
California
$737K +$2.79K +9 +0.4%
KWM
587
KFG Wealth Management
Indiana
$737K – – –
LOAMS
588
Lombard Odier Asset Management (Switzerland)
Switzerland
$737K +$239K +772 +49%
KIA
589
KCM Investment Advisors
California
$733K +$3.4K +11 +0.5%
DEA
590
DoubleLine ETF Adviser
Florida
$732K -$184K -596 -20%
HBT
591
Hills Bank & Trust
Iowa
$731K – – –
VFA
592
Valeo Financial Advisors
Indiana
$723K +$138K +446 +24%
WW
593
Waterfront Wealth
Kansas
$721K +$34.4K +111 +5%
DAS
594
Dynamic Advisor Solutions
Arizona
$718K -$97.8K -316 -12%
SPIA
595
Steward Partners Investment Advisory
New York
$709K -$619 -2 -0.1%
WFC
596
Western Financial Corp
California
$705K +$18.6K +60 +3%
JIC
597
Joel Isaacson & Co
New York
$700K +$31K +100 +5%
CA
598
Cetera Advisors
Colorado
$693K +$310 +1 +0%
BPA
599
Beacon Pointe Advisors
California
$693K -$16.4K -53 -2%
TPA
600
Trivium Point Advisory
Connecticut
$690K -$20.1K -65 -3%
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