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Aon
AON

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
826
Clifford Group
Massachusetts
$230K +$224K +767 New
TA
827
Townsend & Associates
Colorado
$229K +$208K +712 New
SFG
828
StrategIQ Financial Group
Indiana
$228K – – –
OC
829
Oppenheimer & Co
New York
$225K -$877 -3 -0.4%
RWA
830
River Wealth Advisors
Pennsylvania
$224K -$7.89K -27 -3%
SB
831
Simmons Bank
Arkansas
$223K +$217K +743 New
NCM
832
New Capital Management
Texas
$222K +$217K +741 New
BFM
833
Boothbay Fund Management
New York
$220K +$214K +734 New
OFS
834
OneAscent Financial Services
Alabama
$218K +$212K +727 New
PI
835
Putnam Investments
Massachusetts
$218K -$32.4K -111 -13%
SW
836
SteelPeak Wealth
California
$216K +$210K +720 New
WCAMG
837
Woodard & Company Asset Management Group
North Carolina
$216K +$210K +720 New
KP
838
Keel Point
Alabama
$215K +$210K +717 New
MSR
839
Main Street Research
Connecticut
$213K +$207K +710 New
DOA
840
D'Orazio & Associates
Virginia
$212K +$206K +706 New
KWM
841
Kolinsky Wealth Management
New Jersey
$211K +$206K +704 New
IFWM
842
Institute for Wealth Management
Colorado
$211K +$205K +703 New
HI
843
Hendershot Investments
Virginia
$210K -$29.2K -100 -13%
CWG
844
Cornerstone Wealth Group
North Carolina
$209K +$203K +696 New
PCA
845
Personal Capital Advisors
California
$206K +$201K +687 New
CCA
846
Cobblestone Capital Advisors
New York
$206K +$200K +685 New
NC
847
NovaPoint Capital
Georgia
$206K +$200K +685 New
CFG
848
Carr Financial Group
Massachusetts
$203K +$198K +676 New
FSA
849
Fort Sheridan Advisors
Illinois
$203K +$197K +675 New
CCA
850
Childress Capital Advisors
Texas
$202K +$197K +674 New
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