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Aon
AON

Name Holding Trade Value Shares
Change 		Change in
Stake
RWP
826
Revolve Wealth Partners
New Jersey
$384K +$374K +1,159 New
VWA
827
VSM Wealth Advisory
Maryland
$383K – – –
VFA
828
Valeo Financial Advisors
Indiana
$382K +$74.8K +232 +25%
BL
829
BFSG LLC
California
$382K – – –
HCM
830
Howard Capital Management
Georgia
$381K +$166K +515 +81%
DWA
831
Delap Wealth Advisory
Oregon
$378K – – –
OBGC
832
O'Brien Greene & Co
Pennsylvania
$376K – – –
PCM
833
Penserra Capital Management
California
$376K +$9.68K +30 +3%
CWG
834
Cornerstone Wealth Group
North Carolina
$375K +$14.5K +45 +4%
TFA
835
Tranquilli Financial Advisor
New Jersey
$374K +$4.19K +13 +1%
NL
836
NWAM LLC
Washington
$373K -$2.26K -7 -0.6%
IA
837
IFC Advisors
California
$371K +$16.5K +51 +5%
OWP
838
ORG Wealth Partners
Texas
$371K -$87.4K -271 -19%
SCM
839
Shelton Capital Management
Colorado
$370K -$17.7K -55 -5%
DMBA
840
Deseret Mutual Benefit Administrators
Utah
$370K -$192K -596 -35%
IP
841
Intellectus Partners
California
$368K -$630K -1,954 -64%
WCP
842
Wick Capital Partners
Pennsylvania
$368K +$358K +1,109 New
PWM
843
Parkway Wealth Management
Texas
$366K – – –
RFO
844
RiverGlades Family Offices
Florida
$365K – – –
CW
845
CreativeOne Wealth
Kansas
$365K +$355K +1,099 New
SBFM
846
S-Bank Fund Management
Finland
$364K -$16.8K -52 -5%
FHC
847
First Horizon Corporation
Tennessee
$364K +$3.87K +12 +1%
SFS
848
Sowell Financial Services
Arkansas
$363K +$8.06K +25 +2%
ECM
849
Everence Capital Management
Indiana
$362K -$1.07M -3,316 -75%
BWM
850
BlackDiamond Wealth Management
New York
$361K +$2.26K +7 +0.7%
32 33
34
35 36