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Aon
AON

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
751
Farther Finance Advisors
California
$587K +$96.2K +266 +19%
WA
752
Waverly Advisors
Alabama
$587K -$10.9K -30 -2%
WFA
753
Wellspring Financial Advisors
Ohio
$586K +$3.62K +10 +0.6%
JSW
754
Journey Strategic Wealth
New Jersey
$584K +$40.2K +111 +7%
SIA
755
SkyView Investment Advisors
New Jersey
$583K +$8.68K +24 +1%
QC
756
Quadrature Capital
United Kingdom
$580K +$589K +1,628 New
AUB
757
Atlantic Union Bankshares
Virginia
$579K +$556K +1,537 +1,767%
NS
758
NBC Securities
Alabama
$576K -$39.1K -108 -6%
PFPT
759
Pinnacle Financial Partners (Tennessee)
Tennessee
$575K +$3.26K +9 +0.6%
SF
760
Synovus Financial
Georgia
$574K -$57.2K -158 -9%
WAG
761
Wallace Advisory Group
California
$572K -$283K -781 -33%
UB
762
UMB Bank
Missouri
$571K +$4.7K +13 +0.8%
KWM
763
KFG Wealth Management
Indiana
$571K +$362 +1 +0.1%
CI
764
Conning Inc
Connecticut
$569K – – –
PCIA
765
Prime Capital Investment Advisors
Kansas
$567K +$20.3K +56 +4%
MW
766
MBL Wealth
North Carolina
$564K +$60.8K +168 +12%
KCM
767
Kathmere Capital Management
Pennsylvania
$553K -$2.5M -6,899 -82%
LF
768
Lantz Financial
Illinois
$546K -$74.5K -206 -12%
AFO
769
Arrowroot Family Office
California
$540K – – –
SMA
770
Sage Mountain Advisors
Georgia
$540K +$38K +105 +7%
AGA
771
Accuvest Global Advisors
Utah
$535K +$543K +1,500 New
GCC
772
Game Creek Capital
Massachusetts
$535K – – –
PP
773
PDS Planning
Ohio
$533K -$8.32K -23 -2%
SWA
774
Stratos Wealth Advisors
Ohio
$530K -$15.6K -43 -3%
IAA
775
Independent Advisor Alliance
North Carolina
$527K +$23.2K +64 +5%
29 30
31
32 33