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Aon
AON

Name Holding Trade Value Shares
Change 		Change in
Stake
EW
751
Elyxium Wealth
California
$523K +$13K +36 +3%
NRS
752
Neville Rodie & Shaw
New York
$517K -$2.54K -7 -0.5%
LCM
753
Logan Capital Management
Pennsylvania
$516K -$920K -2,539 -64%
FFM
754
Forum Financial Management
Illinois
$510K +$159K +440 +44%
MMCM
755
Murphy & Mullick Capital Management
New York
$509K – – –
MW
756
MBL Wealth
North Carolina
$504K -$32.2K -89 -6%
FPCP
757
Fort Point Capital Partners
California
$504K -$12K -33 -2%
IAA
758
Independent Advisor Alliance
North Carolina
$504K +$5.07K +14 +1%
SMA
759
Sage Mountain Advisors
Georgia
$503K -$33K -91 -6%
MMM
760
Mendel Money Management
Illinois
$503K – – –
WPW
761
Waldron Private Wealth
Pennsylvania
$502K +$15.2K +42 +3%
RI
762
Ridgewood Investments
New Jersey
$498K – – –
IA
763
IFG Advisors
Missouri
$496K -$27.5K -76 -5%
RZH
764
Relyea Zuckerberg Hanson
Connecticut
$495K -$14.1K -39 -3%
GIM
765
Goelzer Investment Management
Indiana
$494K – – –
FBFS
766
First Business Financial Services
Wisconsin
$494K – – –
FFA
767
Farther Finance Advisors
California
$492K +$41.7K +115 +9%
PCP
768
Proficio Capital Partners
Massachusetts
$492K +$109K +300 +28%
ATPW
769
Ashton Thomas Private Wealth
Arizona
$491K +$53.6K +148 +12%
GWMR
770
GC Wealth Management RIA
Massachusetts
$491K +$205K +565 +70%
WS
771
Wedbush Securities
California
$488K -$9.06K -25 -2%
PWA
772
Prairie Wealth Advisors
Nebraska
$487K – – –
EFS
773
Essex Financial Services
Connecticut
$484K +$68.1K +188 +16%
PL
774
Perpetual Ltd
Australia
$484K +$34.4K +95 +8%
RYIA
775
Roehl & Yi Investment Advisors
Oregon
$483K -$4.71K -13 -1%
29 30
31
32 33