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Aon
AON

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
626
Stratos Wealth Partners
Ohio
$891K -$170K -527 -16%
CAMG
627
CWA Asset Management Group
Florida
$885K +$369K +1,145 +75%
SFC
628
SYM Financial Corp
Indiana
$884K +$368K +1,141 +75%
BAAM
629
Baker Avenue Asset Management
California
$878K +$343K +1,064 +67%
WFA
630
Websterrogers Financial Advisors
South Carolina
$878K – – –
KPWS
631
Kestra Private Wealth Services
Texas
$871K -$50K -155 -6%
CWM
632
Circle Wealth Management
New Jersey
$870K -$30K -93 -3%
MFGM
633
Marshall Financial Group (Maryland)
Maryland
$857K +$834K +2,585 New
ZBNA
634
Zions Bancorporation, National Association
Utah
$857K +$34.8K +108 +4%
JIC
635
Joel Isaacson & Co
New York
$842K -$63.2K -196 -7%
SLA
636
Silver Lake Advisory
Utah
$842K -$350K -1,085 -30%
PAS
637
Park Avenue Securities
New York
$841K +$27.1K +84 +3%
EWA
638
EverSource Wealth Advisors
Alabama
$837K -$37.4K -116 -4%
BCM
639
Bayesian Capital Management
New York
$832K +$809K +2,508 New
HA
640
Harbor Advisors
Florida
$829K – – –
TPWM
641
Twelve Points Wealth Management
Massachusetts
$823K +$332K +1,029 +71%
GA
642
Greenspring Advisors
Maryland
$815K +$72.6K +225 +10%
SWP
643
Sagespring Wealth Partners
Tennessee
$809K +$95.8K +297 +14%
JTWM
644
Jackson Thornton Wealth Management
Alabama
$808K +$534K +1,655 +212%
OC
645
Oppenheimer & Co
New York
$805K -$1.14M -3,527 -59%
CWA
646
Crux Wealth Advisors
California
$797K -$4.84K -15 -0.6%
TAM
647
Trust Asset Management
Texas
$793K – – –
EGM
648
Engineers Gate Manager
New York
$788K -$8.77M -27,174 -92%
LWP
649
LeClair Wealth Partners
Ohio
$788K +$420K +1,301 +121%
SAG
650
SageView Advisory Group
California
$786K -$30.6K -95 -4%
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