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Aon
AON

Name Holding Trade Value Shares
Change 		Change in
Stake
DY
801
Dowling & Yahnke
California
$237K – – –
SHFA
802
SC&H Financial Advisors
Maryland
$236K +$235K +785 New
MAM
803
McLean Asset Management
Virginia
$233K -$15.6K -52 -6%
AIC
804
Aurora Investment Counsel
Georgia
$231K -$879K -2,931 -79%
RWA
805
River Wealth Advisors
Pennsylvania
$229K -$4.2K -14 -2%
PNC
806
Park National Corp
Ohio
$226K -$5.1K -17 -2%
GDP
807
Great Diamond Partners
Maine
$226K – – –
LFA
808
Legacy Financial Advisors
Kentucky
$226K +$226K +753 New
PLFAM
809
Pineno Levin & Ford Asset Management
Virginia
$225K – – –
OWM
810
OneAscent Wealth Management
Alabama
$225K +$224K +748 New
MSR
811
Main Street Research
Connecticut
$224K -$19.5K -65 -8%
SMA
812
Sage Mountain Advisors
Georgia
$224K -$12K -40 -5%
NCM
813
New Capital Management
Texas
$223K – – –
TWM
814
Tradition Wealth Management
Minnesota
$223K – – –
KWM
815
Kolinsky Wealth Management
New Jersey
$220K +$219K +731 New
FEM
816
Fulcrum Equity Management
Texas
$219K -$48K -160 -18%
CCA
817
Cobblestone Capital Advisors
New York
$219K -$21K -70 -9%
DFCM
818
Dark Forest Capital Management
Puerto Rico
$219K +$219K +729 New
SW
819
SteelPeak Wealth
California
$217K – – –
CA
820
CoreCap Advisors
Michigan
$217K +$216K +721 New
WCAMG
821
Woodard & Company Asset Management Group
North Carolina
$216K – – –
DMBA
822
Deseret Mutual Benefit Administrators
Utah
$216K +$52.5K +175 +32%
DU
823
Delphia (USA)
Ontario, Canada
$216K +$215K +717 New
SPC
824
Sigma Planning Corp
Michigan
$215K -$36K -120 -14%
HWIS
825
Hancock Whitney Investment Services
Louisiana
$215K +$212K +708 New
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