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Aon
AON

Name Holding Trade Value Shares
Change 		Change in
Stake
DIM
751
Delta Investment Management
California
$338K – – –
SMA
752
Sage Mountain Advisors
Georgia
$337K -$3.84K -12 -1%
FC
753
Forte Capital
New York
$335K +$96K +300 +35%
DMBA
754
Deseret Mutual Benefit Administrators
Utah
$333K -$47.7K -149 -12%
OPPS
755
Obsidian Personal Planning Solutions
Maryland
$333K – – –
NPF
756
Norris Perne & French
Michigan
$332K – – –
BL
757
BFSG LLC
California
$331K – – –
OBGC
758
O'Brien Greene & Co
Pennsylvania
$330K – – –
GCM
759
Gladius Capital Management
Illinois
$329K -$43.9K -137 -11%
AC
760
Annandale Capital
Texas
$327K -$33.6K -105 -9%
WWC
761
Waypoint Wealth Counsel
Georgia
$325K -$1.28K -4 -0.4%
WCG
762
Weaver Consulting Group
California
$325K – – –
BHC
763
Bowen Hanes & Co
Florida
$323K – – –
PRC
764
Pearl River Capital
Michigan
$318K -$1.53M -4,779 -81%
CFP
765
Catalyst Financial Partners
Massachusetts
$314K +$15K +47 +5%
EL
766
Essex LLC
Illinois
$314K +$121K +379 +54%
FFM
767
Forum Financial Management
Illinois
$310K +$2.24K +7 +0.7%
AAS
768
Ameritas Advisory Services
Nebraska
$308K +$326K +1,019 New
IWM
769
IHT Wealth Management
Illinois
$308K -$18.6K -58 -5%
EI
770
Ellevest Inc
New York
$307K -$11.2K -35 -3%
HWA
771
Heritage Wealth Advisors
Virginia
$306K – – –
LA
772
LVW Advisors
New York
$304K +$4.16K +13 +1%
TCOO
773
Trust Company of Oklahoma
Oklahoma
$303K +$21.1K +66 +7%
MLFP
774
MPS Loria Financial Planners
Illinois
$300K – – –
WP
775
WMS Partners
Maryland
$299K -$262K -818 -44%
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