We are live on ! Find out more
AON icon

Aon
AON

Name Holding Trade Value Shares
Change 		Change in
Stake
LCWP
801
Legacy Capital Wealth Partners
Arkansas
$264K – – –
CFP
802
Catalyst Financial Partners
Massachusetts
$263K +$256K +875 New
TPWA
803
TRUE Private Wealth Advisors
Oregon
$261K +$292 +1 +0.1%
KBFS
804
Kohmann Bosshard Financial Services
Ohio
$258K – – –
FFG
805
Fortem Financial Group
California
$256K -$9.06K -31 -4%
CFFP
806
Center for Financial Planning
Michigan
$256K – – –
CWM
807
Congress Wealth Management
Massachusetts
$256K – – –
HTHT
808
Hemenway Trust Hemenway Trust
New Hampshire
$255K – – –
FC
809
Forte Capital
New York
$255K – – –
RCAG
810
Rehmann Capital Advisory Group
Michigan
$252K +$17.5K +60 +8%
SG
811
Stonnington Group
California
$250K – – –
MOS
812
MGO One Seven
Ohio
$250K +$12K +41 +5%
CBFP
813
Cedar Brook Financial Partners
Ohio
$248K -$15.5K -53 -6%
JWCA
814
J.W. Cole Advisors
Florida
$246K -$27.5K -94 -10%
GLA
815
Great Lakes Advisors
Illinois
$243K +$16.9K +58 +8%
VVP
816
Venture Visionary Partners
Ohio
$243K -$292 -1 -0.1%
BSW
817
Buckingham Strategic Wealth
Missouri
$242K -$4.09K -14 -2%
MWM
818
Maripau Wealth Management
Indiana
$238K +$584 +2 +0.3%
IA
819
Inspire Advisors
Idaho
$237K +$231K +790 New
VWM
820
Valley Wealth Managers
New Jersey
$237K -$19.3K -66 -8%
AMC
821
Asset Management Corp
Illinois
$236K -$2.63K -9 -1%
GA
822
Geller Advisors
New York
$234K +$2.04K +7 +0.9%
EL
823
Essex LLC
Illinois
$233K – – –
MC
824
Maverick Capital
Texas
$232K +$226K +773 New
OWM
825
OneAscent Wealth Management
Alabama
$232K +$226K +772 New
31 32
33
34 35