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Aon
AON

Name Holding Trade Value Shares
Change 		Change in
Stake
MFA
801
Mayflower Financial Advisors
Massachusetts
$427K +$8.06K +25 +2%
SB
802
Sunflower Bank
Texas
$423K -$24.5K -76 -6%
TWIM
803
TIAA Wealth Investment Management
New York
$423K +$57.7K +179 +16%
CPA
804
Cardiff Park Advisors
California
$420K – – –
CFP
805
Catalyst Financial Partners
Massachusetts
$418K -$6.13K -19 -1%
RZH
806
Relyea Zuckerberg Hanson
Connecticut
$418K -$73.9K -229 -15%
FBFS
807
First Business Financial Services
Wisconsin
$412K -$45.8K -142 -10%
HCPC
808
Hamilton Capital Partners (Canada)
$412K -$425K -1,317 -51%
TNA
809
True North Advisors
Texas
$411K -$24.5K -76 -6%
I
810
InceptionR
California
$408K +$397K +1,230 New
KAM
811
Knightsbridge Asset Management
California
$407K +$396K +1,227 New
AV
812
ASR Vermogensbeheer
Netherlands
$406K -$6.17M -19,121 -94%
PWM
813
Platform Wealth Management
Utah
$403K +$392K +1,215 New
HA
814
HC Advisors
Georgia
$398K – – –
LAM
815
L2 Asset Management
Massachusetts
$394K +$20.6K +64 +6%
CIC
816
Chilton Investment Company
Connecticut
$393K +$21.3K +66 +6%
SA
817
SPWM Advisors
Michigan
$393K -$86.8K -269 -20%
SWM
818
SHP Wealth Management
Massachusetts
$391K +$4.19K +13 +1%
AFGAS
819
Allegiance Financial Group Advisory Services
Virginia
$390K +$176K +545 +86%
CFO
820
Cambient Family Office
Michigan
$389K -$49.4K -153 -12%
RI
821
Ridgewood Investments
New Jersey
$388K – – –
CIA
822
Caerus Investment Advisors
Texas
$388K +$91.3K +283 +32%
EFG
823
Everhart Financial Group
Ohio
$386K +$2.26K +7 +0.6%
RWP
824
Revolve Wealth Partners
New Jersey
$384K +$374K +1,159 New
VWA
825
VSM Wealth Advisory
Maryland
$383K – – –
31 32
33
34 35