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Aon
AON

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
776
Geneos Wealth Management
Colorado
$475K +$16.5K +51 +4%
EFS
777
Essex Financial Services
Connecticut
$474K +$47.4K +147 +11%
NAMP
778
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$470K -$16.1K -50 -4%
PMSA
779
Patrick M. Sweeney & Associates
Illinois
$469K – – –
TNB
780
Thomasville National Bank
Georgia
$469K +$456K +1,413 New
PPW
781
Parcion Private Wealth
Washington
$466K +$454K +1,406 New
MMCM
782
Murphy & Mullick Capital Management
New York
$465K – – –
PWA
783
Prairie Wealth Advisors
Nebraska
$465K – – –
CAS
784
CTC Alternative Strategies
Illinois
$464K +$452K +1,400 New
FCA
785
Fortis Capital Advisors
Kansas
$464K +$3.23K +10 +0.7%
OF
786
Optimize Financial
California
$462K -$1.29K -4 -0.3%
SCS
787
Sound Capital Solutions
Florida
$462K +$450K +1,394 New
IA
788
IFG Advisors
Missouri
$461K – – –
RA
789
Riversedge Advisors
Delaware
$461K +$448K +1,390 New
WPW
790
Waldron Private Wealth
Pennsylvania
$459K -$7.1K -22 -2%
GIM
791
Goelzer Investment Management
Indiana
$455K -$4.84K -15 -1%
SACTSONJ
792
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$454K -$27.4K -85 -6%
MYAM
793
Meiji Yasuda Asset Management
Japan
$452K -$145K -451 -25%
IAA
794
Independent Advisor Alliance
North Carolina
$448K +$103K +318 +31%
NOI
795
Newton One Investments
Delaware
$444K – – –
FWM
796
Focused Wealth Management
New York
$442K +$28.4K +88 +7%
PWMAG
797
Pinnacle Wealth Management Advisory Group
New Jersey
$442K +$175K +542 +69%
MMM
798
Mendel Money Management
Illinois
$440K – – –
FFP
799
FourThought Financial Partners
Florida
$436K +$49.7K +154 +13%
TSS
800
Two Sigma Securities
New York
$434K -$167K -518 -28%
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