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Aon
AON

Name Holding Trade Value Shares
Change 		Change in
Stake
GL
726
Graypoint LLC
New York
$484K +$155K +475 +51%
SPIA
727
Steward Partners Investment Advisory
New York
$484K +$73.3K +224 +19%
GIM
728
Grassi Investment Management
California
$484K – – –
EW
729
Elyxium Wealth
California
$481K +$454K +1,389 New
ECG
730
Edge Capital Group
Georgia
$480K – – –
RZH
731
Relyea Zuckerberg Hanson
Connecticut
$479K -$86K -263 -16%
TWM
732
Tanager Wealth Management
United Kingdom
$479K +$452K +1,383 New
FB
733
Fulton Bank
Pennsylvania
$477K +$130K +397 +40%
PWA
734
Prairie Wealth Advisors
Nebraska
$473K – – –
NSIM
735
North Star Investment Management
Illinois
$472K – – –
NAMP
736
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$467K – – –
WEG
737
World Equity Group
Illinois
$463K +$65.4K +200 +18%
NOI
738
Newton One Investments
Delaware
$462K – – –
AAM
739
Advisors Asset Management
Colorado
$461K -$140K -429 -24%
AWA
740
Amplius Wealth Advisors
Pennsylvania
$460K +$10.1K +31 +2%
CGL
741
Clarius Group LLC
Washington
$457K -$10.5K -32 -2%
EFS
742
Essex Financial Services
Connecticut
$455K +$40.2K +123 +11%
PL
743
Perpetual Ltd
Australia
$454K +$8.83K +27 +2%
SOW
744
State of Wyoming
Wyoming
$452K +$123K +377 +41%
WFA
745
Wellspring Financial Advisors
Ohio
$451K -$981 -3 -0.2%
MFA
746
Mayflower Financial Advisors
Massachusetts
$450K +$6.22K +19 +1%
AFG
747
Atomi Financial Group
New York
$438K +$414K +1,266 New
VWA
748
Visionary Wealth Advisors
Illinois
$438K -$6.54K -20 -2%
CPA
749
Cardiff Park Advisors
California
$438K +$414K +1,266 New
SFC
750
SYM Financial Corp
Indiana
$435K +$1.64K +5 +0.4%
28 29
30
31 32