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Aon
AON

Name Holding Trade Value Shares
Change 		Change in
Stake
WFI
676
West Family Investments
California
$708K +$244K +755 +55%
CCA
677
Checchi Capital Advisers
California
$691K +$2.26K +7 +0.3%
FTWA
678
Fifth Third Wealth Advisors
Ohio
$688K -$129K -399 -16%
AIP
679
Almanack Investment Partners
Pennsylvania
$687K +$668K +2,072 New
WBC
680
Westpac Banking Corp
Australia
$685K -$8.71K -27 -1%
PA
681
Pinnacle Associates
New York
$682K +$176K +545 +36%
BAM
682
Belpointe Asset Management
Nevada
$680K +$8.71K +27 +1%
S
683
SimplyRich
California
$680K +$110K +340 +20%
BCP
684
Blue Chip Partners
Michigan
$677K – – –
HBT
685
Hills Bank & Trust
Iowa
$672K -$11.9K -37 -2%
TIM
686
Thompson Investment Management
Wisconsin
$663K – – –
VVP
687
Venture Visionary Partners
Ohio
$660K +$645 +2 +0.1%
SC
688
Saturna Capital
Washington
$660K – – –
CI
689
Cigna Investments
Connecticut
$656K – – –
DADC
690
D.A. Davidson & Co
Montana
$647K – – –
AWE
691
Avidian Wealth Enterprises
Texas
$646K +$63.9K +198 +11%
ASN
692
Advisory Services Network
Georgia
$646K -$120K -373 -16%
FFA
693
Fi3 Financial Advisors
Indiana
$645K +$271K +839 +107%
FWMM
694
Foundation Wealth Management (Missouri)
Missouri
$641K -$231K -717 -27%
SAM
695
Smartleaf Asset Management
Massachusetts
$637K – – –
SVWAG
696
Sound View Wealth Advisors Group
Georgia
$635K +$15.5K +48 +3%
FB
697
Fulton Bank
Pennsylvania
$635K +$1.61K +5 +0.3%
BCM
698
Brookstone Capital Management
Illinois
$633K +$27.4K +85 +5%
LFA
699
Legacy Financial Advisors
Kentucky
$632K +$195K +604 +46%
LAM
700
Lountzis Asset Management
Pennsylvania
$630K – – –
26 27
28
29 30