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Aon
AON

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
726
Conservest Capital Advisors
Pennsylvania
$516K +$528K +1,436 New
MMCM
727
Murphy & Mullick Capital Management
New York
$514K +$527K +1,432 New
SAM
728
Smartleaf Asset Management
Massachusetts
$513K +$172K +468 +48%
CFO
729
Callan Family Office
Pennsylvania
$506K +$518K +1,410 New
NO
730
Ninety One
South Africa
$506K – – –
GIM
731
Grassi Investment Management
California
$503K – – –
RZH
732
Relyea Zuckerberg Hanson
Connecticut
$503K +$6.25K +17 +1%
ECG
733
Edge Capital Group
Georgia
$501K -$504K -1,372 -99%
SWM
734
SeaCrest Wealth Management
New York
$501K +$57K +155 +13%
FCH
735
Freestone Capital Holdings
Washington
$499K -$54.8K -149 -10%
GIM
736
Goelzer Investment Management
Indiana
$498K -$21.7K -59 -4%
CAG
737
Csenge Advisory Group
Florida
$495K -$12.1K -33 -2%
IAA
738
Independent Advisor Alliance
North Carolina
$495K +$189K +513 +59%
PWA
739
Prairie Wealth Advisors
Nebraska
$491K – – –
NSIM
740
North Star Investment Management
Illinois
$490K +$368 +1 +0.1%
NAMP
741
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$485K – – –
GI
742
GAMMA Investing
California
$484K +$172K +467 +53%
CGL
743
Clarius Group LLC
Washington
$480K +$1.47K +4 +0.3%
NOI
744
Newton One Investments
Delaware
$480K – – –
ACA
745
Aptus Capital Advisors
Alabama
$475K +$106K +288 +28%
SOW
746
State of Wyoming
Wyoming
$473K +$3.68K +10 +0.8%
KPWS
747
Kestra Private Wealth Services
Texas
$471K +$101K +275 +27%
AWA
748
Amplius Wealth Advisors
Pennsylvania
$469K -$8.82K -24 -2%
MFA
749
Mayflower Financial Advisors
Massachusetts
$468K +$735 +2 +0.2%
WFA
750
Wellspring Financial Advisors
Ohio
$468K – – –
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30
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