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Aon
AON

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
651
Perigon Wealth Management
California
$855K +$223K +616 +35%
TPWM
652
Twelve Points Wealth Management
Massachusetts
$852K -$111K -306 -11%
TSW
653
Three Seasons Wealth
Utah
$852K +$232K +641 +37%
LWP
654
LeClair Wealth Partners
Ohio
$848K – – –
SIA
655
Soltis Investment Advisors
Utah
$845K +$5.43K +15 +0.6%
SAG
656
SageView Advisory Group
California
$840K +$59.7K +165 +8%
VFA
657
Valeo Financial Advisors
Indiana
$840K -$28.6K -79 -3%
CWM
658
Connecticut Wealth Management
Connecticut
$836K -$72.3K -200 -8%
SAM
659
Smartleaf Asset Management
Massachusetts
$834K +$446K +1,232 +110%
AWA
660
Arkadios Wealth Advisors
Georgia
$825K +$187K +518 +29%
HFO
661
Heritage Family Offices
Arizona
$823K +$12.7K +35 +2%
APM
662
a16z Perennial Management
California
$822K +$833K +2,304 New
AWA
663
Aaron Wealth Advisors
Illinois
$821K +$400K +1,106 +92%
AF
664
Allworth Financial
California
$817K +$65.8K +182 +9%
RWMG
665
Redwood Wealth Management Group
New Jersey
$814K -$724 -2 -0.1%
BSB
666
Bangor Savings Bank
Maine
$814K -$18.1K -50 -2%
ATI
667
Act Two Investors
California
$811K +$55.7K +154 +7%
VT
668
Vise Technologies
New York
$806K +$183K +507 +29%
GAM
669
Generali Asset Management
Italy
$802K -$2.17K -6 -0.3%
DADC
670
D.A. Davidson & Co
Montana
$796K -$1.81K -5 -0.2%
AF
671
Aviso Financial
Ontario, Canada
$788K +$4.7K +13 +0.6%
SW
672
Simplicity Wealth
New Jersey
$775K -$747K -2,066 -49%
PPA
673
Painted Porch Advisors
California
$773K -$56.4K -156 -7%
FFA
674
Founders Financial Alliance
North Carolina
$771K +$37.6K +104 +5%
HBT
675
Hills Bank & Trust
Iowa
$768K +$2.53K +7 +0.3%
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