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Aon
AON

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
726
Allworth Financial
California
$405K -$49K -148 -11%
SFC
727
SYM Financial Corp
Indiana
$405K +$82.1K +248 +25%
CBNLCF
728
Cognios Beta Neutral Large Cap Fund
Kansas
$403K +$412K +1,244 New
LCWP
729
Legacy Capital Wealth Partners
Arkansas
$403K +$121K +365 +42%
KPWS
730
Kestra Private Wealth Services
Texas
$400K +$409K +1,235 New
BS
731
Bessemer Securities
New York
$400K -$278K -839 -40%
AC
732
Annandale Capital
Texas
$398K – – –
JWA
733
JFS Wealth Advisors
Pennsylvania
$392K – – –
BCM
734
Brookstone Capital Management
Illinois
$390K +$10.6K +32 +3%
HA
735
HC Advisors
Georgia
$389K – – –
PCIA
736
Prime Capital Investment Advisors
Kansas
$387K -$1.65K -5 -0.4%
SIM
737
Sentry Investment Management
Wisconsin
$380K -$94K -284 -20%
SMA
738
Sage Mountain Advisors
Georgia
$380K +$26.5K +80 +7%
ACP
739
Arcus Capital Partners
Georgia
$380K +$10.3K +31 +3%
MCM
740
Mattern Capital Management
Colorado
$379K – – –
AI
741
AdvisorShares Investments
Maryland
$376K -$8.6K -26 -2%
DIM
742
Delta Investment Management
California
$376K +$64.8K +196 +20%
WFA
743
Wellspring Financial Advisors
Ohio
$374K +$107K +324 +39%
LFA
744
Legacy Financial Advisors
Kentucky
$372K +$25.1K +76 +7%
OPPS
745
Obsidian Personal Planning Solutions
Maryland
$371K +$28.8K +87 +8%
NPF
746
Norris Perne & French
Michigan
$370K +$23.2K +70 +7%
BL
747
BFSG LLC
California
$369K – – –
GFP
748
Gryphon Financial Partners
Ohio
$369K -$43.3K -131 -10%
OBGC
749
O'Brien Greene & Co
Pennsylvania
$368K – – –
WWC
750
Waypoint Wealth Counsel
Georgia
$363K -$53.6K -162 -13%
28 29
30
31 32