We are live on ! Find out more
AON icon

Aon
AON

Name Holding Trade Value Shares
Change 		Change in
Stake
LSAG
626
Lake Street Advisors Group
New Hampshire
$676K +$25.1K +81 +4%
EWA
627
EP Wealth Advisors
California
$675K +$627K +2,024 New
HFAS
628
Hummer Financial Advisory Services
Illinois
$672K +$86.8K +280 +16%
GWM
629
Gitterman Wealth Management
New Jersey
$670K +$132K +426 +27%
TIM
630
Thompson Investment Management
Wisconsin
$667K – – –
GCC
631
Game Creek Capital
Massachusetts
$667K +$155K +500 +33%
SC
632
Saturna Capital
Washington
$664K – – –
BHWM
633
Bar Harbor Wealth Management
New Hampshire
$648K -$467K -1,506 -44%
AAM
634
Advisors Asset Management
Colorado
$647K -$252K -812 -30%
TA
635
Townsend & Associates
Colorado
$646K – – –
PMFA
636
Plante Moran Financial Advisors
Michigan
$645K -$3.72K -12 -0.6%
ATI
637
Act Two Investors
California
$644K +$95.8K +309 +19%
LAM
638
Lountzis Asset Management
Pennsylvania
$634K – – –
RW
639
Rede Wealth
Virginia
$633K – – –
TPWM
640
Twelve Points Wealth Management
Massachusetts
$628K +$34.7K +112 +6%
AWS
641
Atria Wealth Solutions
New York
$624K +$10.5K +34 +2%
SCA
642
Sandy Cove Advisors
Massachusetts
$624K +$131K +422 +29%
FAIM
643
Financial Advocates Investment Management
Washington
$624K -$16.4K -53 -3%
KWM
644
KFG Wealth Management
Indiana
$623K – – –
PWPS
645
Pinnacle Wealth Planning Services
Ohio
$620K +$1.86K +6 +0.3%
HT
646
Headlands Technologies
Illinois
$617K +$499K +1,611 +677%
AF
647
Allworth Financial
California
$615K +$192K +618 +50%
VSQM
648
V-Square Quantitative Management
Illinois
$614K +$271K +874 +90%
GSC
649
Grey Street Capital
Illinois
$609K +$565K +1,823 New
S
650
SignatureFD
Georgia
$607K -$102K -329 -15%
24 25
26
27 28