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Aon
AON

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
751
SeaCrest Wealth Management
New York
$222K -$978 -4 -0.4%
SW
752
SVB Wealth
Massachusetts
$221K +$3.67K +15 +2%
IIC
753
Integrated Investment Consultants
Michigan
$221K +$8.31K +34 +4%
GL
754
Graypoint LLC
New York
$221K +$227K +927 New
AIA
755
Angeles Investment Advisors
California
$220K +$225K +922 New
6M
756
6 Meridian
Kansas
$219K -$7.58K -31 -3%
PTB
757
Pioneer Trust Bank
Oregon
$219K – – –
RCM
758
Radnor Capital Management
Pennsylvania
$219K – – –
RHBC
759
R.H. Bluestein & Co
Michigan
$219K – – –
SWP
760
Strategic Wealth Partners
Ohio
$219K +$224K +918 New
MG
761
Mather Group
Illinois
$218K -$733 -3 -0.3%
MCM
762
Mainstay Capital Management
Michigan
$218K – – –
HTHT
763
Hemenway Trust Hemenway Trust
New Hampshire
$215K – – –
KPWS
764
Kestra Private Wealth Services
Texas
$214K -$2.93K -12 -1%
JF
765
Jump Financial
Illinois
$211K -$244K -999 -53%
AUB
766
Atlantic Union Bankshares
Virginia
$206K +$211K +862 New
CFA
767
Carroll Financial Associates
North Carolina
$205K +$244 +1 +0.1%
KBFS
768
Kohmann Bosshard Financial Services
Ohio
$205K +$210K +859 New
CFFP
769
Center for Financial Planning
Michigan
$204K – – –
CTA
770
Colonial Trust Advisors
South Carolina
$203K +$208K +850 New
VVP
771
Venture Visionary Partners
Ohio
$203K +$208K +852 New
XT
772
XTX Topco
Cayman Islands
$202K +$207K +848 New
WWM
773
Windsor Wealth Management
Indiana
$201K +$206K +842 New
CCM
774
Covington Capital Management
California
$200K +$32.5K +133 +19%
OC
775
Oppenheimer & Co
New York
$200K +$204K +836 New
29 30
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