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Aon
AON

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
776
Conservest Capital Advisors
Pennsylvania
$467K +$2.99K +9 +0.6%
DAS
777
Daybright Advisory Services
Florida
$458K – – –
PMSA
778
Patrick M. Sweeney & Associates
Illinois
$456K +$470K +1,413 New
RFN
779
RDA Financial Network
Iowa
$455K +$52.8K +159 +13%
WPW
780
Waldron Private Wealth
Pennsylvania
$453K +$13K +39 +3%
MMCM
781
Murphy & Mullick Capital Management
New York
$453K -$9.97K -30 -2%
GSWM
782
Golden State Wealth Management
California
$452K +$98.4K +296 +27%
OF
783
Optimize Financial
California
$451K +$465K +1,398 New
OWP
784
ORG Wealth Partners
Texas
$449K -$67.5K -203 -13%
IA
785
IFG Advisors
Missouri
$449K – – –
FCA
786
Fortis Capital Advisors
Kansas
$448K -$458K -1,378 -50%
GIM
787
Goelzer Investment Management
Indiana
$447K – – –
FBFS
788
First Business Financial Services
Wisconsin
$447K – – –
GWM
789
Geneos Wealth Management
Colorado
$446K +$319K +959 +227%
WFI
790
West Family Investments
California
$446K -$143K -431 -24%
PCM
791
Polymer Capital Management
New York
$442K -$354K -1,065 -44%
PWA
792
Prairie Wealth Advisors
Nebraska
$441K – – –
PCIA
793
Prime Capital Investment Advisors
Kansas
$440K -$21.9K -66 -5%
DWP
794
Daymark Wealth Partners
Ohio
$438K +$451K +1,358 New
SB
795
Sunflower Bank
Texas
$436K -$1.33K -4 -0.3%
WF
796
WoodTrust Financial
Wisconsin
$436K -$1.45M -4,355 -76%
NAMP
797
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$436K – – –
AC
798
AlphaCore Capital
California
$432K +$445K +1,340 New
NOI
799
Newton One Investments
Delaware
$432K +$997 +3 +0.2%
NSIM
800
North Star Investment Management
Illinois
$432K -$4.99K -15 -1%
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