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Aon
AON

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
626
Allworth Financial
California
$779K +$1.47K +4 +0.2%
FFA
627
Founders Financial Alliance
North Carolina
$777K +$2.21K +6 +0.3%
VFA
628
Valeo Financial Advisors
Indiana
$776K -$14.3K -39 -2%
HBT
629
Hills Bank & Trust
Iowa
$773K -$1.84K -5 -0.2%
FCP
630
Fidelis Capital Partners
Florida
$766K +$4.78K +13 +0.6%
AWAU
631
Alliance Wealth Advisors (Utah)
Utah
$765K -$11K -30 -1%
JF
632
Jump Financial
Illinois
$764K +$59.6K +162 +8%
ATI
633
Act Two Investors
California
$762K – – –
LSAG
634
Lake Street Advisors Group
New Hampshire
$758K +$18.4K +50 +2%
GFP
635
Gryphon Financial Partners
Ohio
$756K -$3.31K -9 -0.4%
DS
636
DRW Securities
Illinois
$754K +$772K +2,100 New
GAM
637
Generali Asset Management
Italy
$754K +$772K +2,100 New
AWM
638
Apollon Wealth Management
South Carolina
$746K +$54.1K +147 +8%
CT
639
Chicago Trust
Illinois
$740K – – –
CCA
640
Checchi Capital Advisers
California
$738K -$1.1K -3 -0.1%
SVWAG
641
Sound View Wealth Advisors Group
Georgia
$735K +$25K +68 +3%
RI
642
Ridgewood Investments
New Jersey
$733K – – –
GWM
643
Gitterman Wealth Management
New Jersey
$731K +$520K +1,413 +227%
AP
644
Americana Partners
Texas
$729K -$7.72K -21 -1%
COI
645
Connable Office Inc
Michigan
$728K -$489K -1,330 -40%
TA
646
Townsend & Associates
Colorado
$727K -$14.3K -39 -2%
CCA
647
Criterion Capital Advisors
Tennessee
$723K – – –
SIM
648
Sentry Investment Management
Wisconsin
$721K -$51.5K -140 -7%
CI
649
Cigna Investments
Connecticut
$720K -$6.62K -18 -0.9%
TIM
650
Thompson Investment Management
Wisconsin
$718K – – –
24 25
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