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Aon
AON

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
676
WealthSource Partners
California
$468K -$2.6K -8 -0.6%
AWE
677
Avidian Wealth Enterprises
Texas
$467K -$18.5K -57 -4%
NL
678
NWAM LLC
Washington
$465K +$437K +1,347 New
LCGC
679
Legacy Capital Group California
California
$464K +$14.9K +46 +4%
KCM
680
Kathmere Capital Management
Pennsylvania
$463K +$2.92K +9 +0.7%
NOI
681
Newton One Investments
Delaware
$461K – – –
BRWA
682
B. Riley Wealth Advisors
Florida
$458K -$367K -1,130 -46%
LJAC
683
L.J. Altfest & Co
New York
$457K – – –
AFO
684
Arrowroot Family Office
California
$457K -$33.5K -103 -7%
IB
685
Intrust Bank
Kansas
$453K +$27K +83 +7%
LCM
686
Landscape Capital Management
New Jersey
$453K +$426K +1,312 New
LA
687
LBP AM
France
$444K +$417K +1,285 New
WWC
688
Waypoint Wealth Counsel
Georgia
$443K -$325 -1 -0.1%
NDSI
689
Newman Dignan & Sheerar Inc
Rhode Island
$438K -$15.9K -49 -4%
GFP
690
Gryphon Financial Partners
Ohio
$438K -$50.7K -156 -11%
SCA
691
Sandy Cove Advisors
Massachusetts
$438K +$650 +2 +0.2%
AP
692
Americana Partners
Texas
$435K +$4.55K +14 +1%
GA
693
Geller Advisors
New York
$434K +$115K +355 +39%
FNBOH
694
First National Bank of Hutchinson
Kansas
$434K +$12K +37 +3%
FAIM
695
Financial Advocates Investment Management
Washington
$433K -$5.85K -18 -1%
MC
696
Maverick Capital
Texas
$432K -$111K -342 -21%
WSTAM
697
Wilbanks Smith & Thomas Asset Management
Virginia
$432K -$51K -157 -11%
RFN
698
RDA Financial Network
Iowa
$432K – – –
AC
699
Annandale Capital
Texas
$424K +$34.1K +105 +9%
DMBA
700
Deseret Mutual Benefit Administrators
Utah
$422K +$85.7K +264 +28%
26 27
28
29 30