We are live on ! Find out more
AON icon

Aon
AON

Name Holding Trade Value Shares
Change 		Change in
Stake
SFC
626
SYM Financial Corp
Indiana
$884K +$368K +1,141 +75%
BAAM
627
Baker Avenue Asset Management
California
$878K +$343K +1,064 +67%
WFA
628
Websterrogers Financial Advisors
South Carolina
$878K – – –
KPWS
629
Kestra Private Wealth Services
Texas
$871K -$50K -155 -6%
CWM
630
Circle Wealth Management
New Jersey
$870K -$30K -93 -3%
MFGM
631
Marshall Financial Group (Maryland)
Maryland
$857K +$834K +2,585 New
ZBNA
632
Zions Bancorporation, National Association
Utah
$857K +$34.8K +108 +4%
JIC
633
Joel Isaacson & Co
New York
$842K -$63.2K -196 -7%
SLA
634
Silver Lake Advisory
Utah
$842K -$350K -1,085 -30%
PAS
635
Park Avenue Securities
New York
$841K +$27.1K +84 +3%
EWA
636
EverSource Wealth Advisors
Alabama
$837K -$37.4K -116 -4%
BCM
637
Bayesian Capital Management
New York
$832K +$809K +2,508 New
HA
638
Harbor Advisors
Florida
$829K – – –
TPWM
639
Twelve Points Wealth Management
Massachusetts
$823K +$332K +1,029 +71%
GA
640
Greenspring Advisors
Maryland
$815K +$72.6K +225 +10%
SWP
641
Sagespring Wealth Partners
Tennessee
$809K +$95.8K +297 +14%
JTWM
642
Jackson Thornton Wealth Management
Alabama
$808K +$534K +1,655 +212%
OC
643
Oppenheimer & Co
New York
$805K -$1.14M -3,527 -59%
CWA
644
Crux Wealth Advisors
California
$797K -$4.84K -15 -0.6%
TAM
645
Trust Asset Management
Texas
$793K – – –
EGM
646
Engineers Gate Manager
New York
$788K -$8.77M -27,174 -92%
LWP
647
LeClair Wealth Partners
Ohio
$788K +$420K +1,301 +121%
SAG
648
SageView Advisory Group
California
$786K -$30.6K -95 -4%
GAM
649
Griffin Asset Management
New York
$775K – – –
SL
650
Sentinus LLC
Illinois
$769K +$336K +1,041 +81%
24 25
26
27 28