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Aon
AON

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
751
IFC Advisors
California
$462K +$472K +1,285 New
ATPW
752
Ashton Thomas Private Wealth
Arizona
$460K +$471K +1,281 New
CPA
753
Cardiff Park Advisors
California
$455K – – –
VWA
754
Visionary Wealth Advisors
Illinois
$455K – – –
QI
755
Qtron Investments
Massachusetts
$451K +$139K +379 +43%
RFN
756
RDA Financial Network
Iowa
$449K – – –
BFS
757
Bradley Foster & Sargent
Connecticut
$448K +$73.5K +200 +19%
HCM
758
Howard Capital Management
Georgia
$448K +$458K +1,246 New
HH
759
Hilltop Holdings
Texas
$446K -$147K -400 -24%
SC
760
Sapient Capital
Indiana
$442K -$808K -2,198 -64%
SCM
761
Shelton Capital Management
Colorado
$442K +$16.9K +46 +4%
TNB
762
Thomasville National Bank
Georgia
$439K +$449K +1,222 New
FWM
763
Focused Wealth Management
New York
$436K -$8.82K -24 -2%
PL
764
Perpetual Ltd
Australia
$434K -$38.2K -104 -8%
PW
765
PUREfi Wealth
Massachusetts
$432K +$443K +1,204 New
HA
766
HC Advisors
Georgia
$431K – – –
FNBT
767
FineMark National Bank & Trust
Florida
$430K – – –
SFC
768
SYM Financial Corp
Indiana
$429K -$22.8K -62 -5%
IWA
769
Inspirion Wealth Advisors
Illinois
$428K – – –
HIP
770
HUB Investment Partners
Texas
$426K +$436K +1,185 New
EFS
771
Essex Financial Services
Connecticut
$424K -$35.3K -96 -8%
DMBA
772
Deseret Mutual Benefit Administrators
Utah
$423K -$16.5K -45 -4%
CFP
773
Catalyst Financial Partners
Massachusetts
$420K +$28.7K +78 +7%
ACP
774
Aveo Capital Partners
Colorado
$419K -$19.9K -54 -4%
AWA
775
Aaron Wealth Advisors
Illinois
$414K +$47.1K +128 +12%
29 30
31
32 33