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Aon
AON

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
801
SNS Financial Group
Minnesota
$433K +$421K +1,304 New
AFO
802
Arrowroot Family Office
California
$431K +$13.9K +43 +3%
MFA
803
Mayflower Financial Advisors
Massachusetts
$427K +$8.06K +25 +2%
SB
804
Sunflower Bank
Texas
$423K -$24.5K -76 -6%
TWIM
805
TIAA Wealth Investment Management
New York
$423K +$57.7K +179 +16%
CPA
806
Cardiff Park Advisors
California
$420K – – –
CFP
807
Catalyst Financial Partners
Massachusetts
$418K -$6.13K -19 -1%
RZH
808
Relyea Zuckerberg Hanson
Connecticut
$418K -$73.9K -229 -15%
FBFS
809
First Business Financial Services
Wisconsin
$412K -$45.8K -142 -10%
HCPC
810
Hamilton Capital Partners (Canada)
$412K -$425K -1,317 -51%
TNA
811
True North Advisors
Texas
$411K -$24.5K -76 -6%
I
812
InceptionR
California
$408K +$397K +1,230 New
KAM
813
Knightsbridge Asset Management
California
$407K +$396K +1,227 New
AV
814
ASR Vermogensbeheer
Netherlands
$406K -$6.17M -19,121 -94%
PWM
815
Platform Wealth Management
Utah
$403K +$392K +1,215 New
HA
816
HC Advisors
Georgia
$398K – – –
LAM
817
L2 Asset Management
Massachusetts
$394K +$20.6K +64 +6%
CIC
818
Chilton Investment Company
Connecticut
$393K +$21.3K +66 +6%
SA
819
SPWM Advisors
Michigan
$393K -$86.8K -269 -20%
SWM
820
SHP Wealth Management
Massachusetts
$391K +$4.19K +13 +1%
AFGAS
821
Allegiance Financial Group Advisory Services
Virginia
$390K +$176K +545 +86%
CFO
822
Cambient Family Office
Michigan
$389K -$49.4K -153 -12%
RI
823
Ridgewood Investments
New Jersey
$388K – – –
CIA
824
Caerus Investment Advisors
Texas
$388K +$91.3K +283 +32%
EFG
825
Everhart Financial Group
Ohio
$386K +$2.26K +7 +0.6%
31 32
33
34 35