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Aon
AON

Name Holding Trade Value Shares
Change 		Change in
Stake
BIM
701
Baldwin Investment Management
Pennsylvania
$467K – – –
CC
702
Corton Capital
Ontario, Canada
$465K +$432K +1,392 New
WFI
703
West Family Investments
California
$464K +$4.65K +15 +1%
NSIM
704
North Star Investment Management
Illinois
$464K – – –
FPCP
705
Fort Point Capital Partners
California
$461K -$12.4K -40 -3%
AFO
706
Arrowroot Family Office
California
$460K – – –
SWM
707
SeaCrest Wealth Management
New York
$460K +$6.82K +22 +2%
FFM
708
Forum Financial Management
Illinois
$459K +$96.4K +311 +29%
SMA
709
Sage Mountain Advisors
Georgia
$454K +$62.6K +202 +17%
UB
710
UMB Bank
Missouri
$454K -$201K -649 -32%
AP
711
Americana Partners
Texas
$449K +$27.9K +90 +7%
NOI
712
Newton One Investments
Delaware
$446K – – –
GS
713
GTS Securities
Florida
$441K -$2.76M -8,907 -87%
PL
714
Perpetual Ltd
Australia
$438K -$6.2K -20 -2%
WFA
715
Wellspring Financial Advisors
Ohio
$435K -$8.06K -26 -2%
AWA
716
Amplius Wealth Advisors
Pennsylvania
$430K -$4.96K -16 -1%
GA
717
Geller Advisors
New York
$429K -$620 -2 -0.2%
GWM
718
Gibbs Wealth Management
Georgia
$427K +$397K +1,281 New
SFC
719
SYM Financial Corp
Indiana
$427K +$9.92K +32 +3%
AWM
720
AE Wealth Management
Kansas
$426K -$489K -1,577 -55%
BIG
721
Brooklyn Investment Group
New York
$424K -$4.03K -13 -1%
NDSI
722
Newman Dignan & Sheerar Inc
Rhode Island
$423K -$310 -1 -0.1%
PA
723
Pinnacle Associates
New York
$423K -$38.1K -123 -9%
RFN
724
RDA Financial Network
Iowa
$417K – – –
DMBA
725
Deseret Mutual Benefit Administrators
Utah
$416K +$31.3K +101 +9%
27 28
29
30 31