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Aon
AON

Name Holding Trade Value Shares
Change 		Change in
Stake
CFP
776
Catalyst Financial Partners
Massachusetts
$483K +$55.4K +153 +13%
SWM
777
SeaCrest Wealth Management
New York
$482K – – –
AWA
778
Amplius Wealth Advisors
Pennsylvania
$482K -$725 -2 -0.1%
NAMP
779
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$482K – – –
NOI
780
Newton One Investments
Delaware
$476K – – –
NSIM
781
North Star Investment Management
Illinois
$476K – – –
BAM
782
BTS Asset Management
Massachusetts
$473K +$480K +1,326 New
PCA
783
Pallas Capital Advisors
Massachusetts
$469K -$50.7K -140 -10%
CTC
784
Central Trust Company
Missouri
$468K +$25.7K +71 +6%
FC
785
Forte Capital
New York
$467K +$101K +280 +27%
MFA
786
Mayflower Financial Advisors
Massachusetts
$462K -$1.09K -3 -0.2%
AC
787
Arjuna Capital
North Carolina
$462K +$469K +1,294 New
CGL
788
Clarius Group LLC
Washington
$459K -$13.8K -38 -3%
GVAG
789
Great Valley Advisor Group
Delaware
$456K +$160K +441 +53%
VWA
790
Visionary Wealth Advisors
Illinois
$452K -$5.43K -15 -1%
CPA
791
Cardiff Park Advisors
California
$452K – – –
RFN
792
RDA Financial Network
Iowa
$450K – – –
GFP
793
Gryphon Financial Partners
Ohio
$448K -$136K -375 -23%
SOW
794
State of Wyoming
Wyoming
$447K +$38.4K +106 +9%
JWCA
795
J.W. Cole Advisors
Florida
$444K +$14.5K +40 +3%
BFS
796
Bradley Foster & Sargent
Connecticut
$442K – – –
IC
797
IEQ Capital
California
$439K -$4.92M -13,573 -92%
DMBA
798
Deseret Mutual Benefit Administrators
Utah
$438K – – –
FCM
799
Fortis Capital Management
Washington
$438K -$23.2K -64 -5%
SIG
800
Sargent Investment Group
Maryland
$436K -$3.26K -9 -0.7%
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