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Aon
AON

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
701
SVB Wealth
Massachusetts
$567K +$580K +1,578 New
GHAM
702
Gilman Hill Asset Management
Connecticut
$567K – – –
AWE
703
Avidian Wealth Enterprises
Texas
$567K +$9.56K +26 +2%
FB
704
Fulton Bank
Pennsylvania
$565K +$71K +193 +14%
AWS
705
Atria Wealth Solutions
New York
$561K -$115K -312 -17%
SWA
706
Stratos Wealth Advisors
Ohio
$560K -$22.8K -62 -4%
LW
707
Linscomb Wealth
Texas
$558K +$572K +1,555 New
HFAS
708
Hummer Financial Advisory Services
Illinois
$551K -$73.5K -200 -12%
LF
709
Lantz Financial
Illinois
$546K -$123K -334 -18%
GCC
710
Game Creek Capital
Massachusetts
$539K – – –
WA
711
Waverly Advisors
Alabama
$539K +$158K +430 +40%
GL
712
Graypoint LLC
New York
$538K +$36.4K +99 +7%
TA
713
Tectonic Advisors
Texas
$538K – – –
VPI
714
Value Partners Investments
Manitoba, Canada
$533K +$10.3K +28 +2%
PFPT
715
Pinnacle Financial Partners (Tennessee)
Tennessee
$533K -$2.94K -8 -0.5%
II
716
Impact Investors
California
$532K +$545K +1,481 New
AWA
717
Arete Wealth Advisors
Illinois
$531K – – –
MW
718
MBL Wealth
North Carolina
$529K – – –
FPCP
719
Fort Point Capital Partners
California
$528K -$3.68K -10 -0.7%
WFI
720
West Family Investments
California
$527K -$6.99K -19 -1%
IA
721
IFG Advisors
Missouri
$527K – – –
SWP
722
Sagespring Wealth Partners
Tennessee
$525K +$538K +1,463 New
PCM
723
Penserra Capital Management
California
$525K +$193K +526 +56%
NRS
724
Neville Rodie & Shaw
New York
$521K – – –
AFO
725
Arrowroot Family Office
California
$519K – – –
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