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Aon
AON

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
801
Congress Wealth Management
Massachusetts
$263K -$6.19K -20 -2%
CFP
802
Catalyst Financial Partners
Massachusetts
$262K -$13.3K -43 -5%
CPIG
803
Chicago Partners Investment Group
Illinois
$262K -$26.9K -87 -10%
WFA
804
Wellspring Financial Advisors
Ohio
$261K +$257K +829 New
CBFP
805
Cedar Brook Financial Partners
Ohio
$261K +$310 +1 +0.1%
HCM
806
Hollencrest Capital Management
California
$259K +$177K +571 +227%
CS
807
Comerica Securities
Michigan
$258K +$84.2K +272 +50%
SFG
808
StrategIQ Financial Group
Indiana
$254K +$13.9K +45 +6%
CPRC
809
Consolidated Portfolio Review Corp
New York
$253K +$249K +804 New
ETH
810
Exos TFP Holdings
New York
$253K +$181K +585 +270%
CIS
811
Connors Investor Services
Pennsylvania
$252K -$61.9K -200 -20%
IA
812
Inspire Advisors
Idaho
$249K – – –
ADL
813
Asset Dedication LLC
California
$249K +$133K +430 +119%
CA
814
Clearstead Advisors
Ohio
$248K +$54.8K +177 +29%
FW
815
FirstPurpose Wealth
Utah
$243K -$50.5K -163 -17%
BSW
816
Buckingham Strategic Wealth
Missouri
$242K – – –
PI
817
Putnam Investments
Massachusetts
$236K +$7.12K +23 +3%
MWM
818
Maripau Wealth Management
Indiana
$236K +$310 +1 +0.1%
CW
819
Channel Wealth
California
$236K +$232K +748 New
VWM
820
Valley Wealth Managers
New Jersey
$235K -$13.3K -43 -5%
GVAG
821
Great Valley Advisor Group
Delaware
$235K +$230K +743 New
NCM
822
New Capital Management
Texas
$234K – – –
EL
823
Essex LLC
Illinois
$233K – – –
LCM
824
Laurion Capital Management
New York
$233K +$229K +739 New
FNBT
825
FineMark National Bank & Trust
Florida
$231K +$227K +734 New
31 32
33
34 35