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Aon
AON

Name Holding Trade Value Shares
Change 		Change in
Stake
RYIA
776
Roehl & Yi Investment Advisors
Oregon
$546K +$144K +375 +38%
PWA
777
Prairie Wealth Advisors
Nebraska
$545K – – –
WPW
778
Waldron Private Wealth
Pennsylvania
$544K -$807K -2,106 -61%
AWA
779
Amplius Wealth Advisors
Pennsylvania
$540K +$18K +47 +4%
SWM
780
SeaCrest Wealth Management
New York
$540K -$16.1K -42 -3%
NAMP
781
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$539K – – –
HCPC
782
Hamilton Capital Partners (Canada)
$534K -$100K -262 -16%
NOI
783
Newton One Investments
Delaware
$533K – – –
NSIM
784
North Star Investment Management
Illinois
$533K -$11.5K -30 -2%
CGL
785
Clarius Group LLC
Washington
$529K -$4.6K -12 -0.9%
MFA
786
Mayflower Financial Advisors
Massachusetts
$518K -$1.92K -5 -0.4%
FCM
787
Fortis Capital Management
Washington
$515K -$4.73M -12,329 -91%
VWA
788
Visionary Wealth Advisors
Illinois
$511K +$5.75K +15 +1%
EP
789
Edgestream Partners
New Jersey
$508K -$3.2M -8,350 -87%
CPA
790
Cardiff Park Advisors
California
$505K – – –
FFA
791
Farther Finance Advisors
California
$505K +$100K +261 +26%
RFN
792
RDA Financial Network
Iowa
$503K +$3.83K +10 +0.8%
PL
793
Perpetual Ltd
Australia
$503K +$20.3K +53 +4%
AWA
794
Aaron Wealth Advisors
Illinois
$500K +$38.3K +100 +9%
CTC
795
Central Trust Company
Missouri
$495K +$52.9K +138 +13%
WI
796
WrapManager Inc
California
$495K +$222K +579 +88%
BFS
797
Bradley Foster & Sargent
Connecticut
$494K -$3.07K -8 -0.6%
KPWS
798
Kestra Private Wealth Services
Texas
$494K -$28.4K -74 -6%
ATPW
799
Ashton Thomas Private Wealth
Arizona
$490K -$20.3K -53 -4%
DMBA
800
Deseret Mutual Benefit Administrators
Utah
$490K +$18.4K +48 +4%
30 31
32
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