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Aon
AON

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
826
Cobblestone Capital Advisors
New York
$342K – – –
FFM
827
Forum Financial Management
Illinois
$341K +$14.7K +40 +4%
TPA
828
Trivium Point Advisory
Connecticut
$341K +$349K +949 New
TPI
829
Trust Point Inc
Wisconsin
$340K +$35.3K +96 +11%
MS
830
Maven Securities
Jersey
$338K -$203K -553 -37%
FT
831
Fiduciary Trust
Massachusetts
$338K +$34.9K +95 +11%
WWC
832
Waypoint Wealth Counsel
Georgia
$335K +$2.57K +7 +0.8%
ECM
833
Evergreen Capital Management
Washington
$333K +$368 +1 +0.1%
ATC
834
Argent Trust Co
Tennessee
$332K – – –
BAM
835
Belpointe Asset Management
Nevada
$332K -$16.9K -46 -5%
TAM
836
Todd Asset Management
Kentucky
$331K – – –
LFA
837
Legacy Financial Advisors
Kentucky
$331K -$11.8K -32 -3%
ST
838
Sabal Trust
Florida
$330K – – –
PTB
839
Pioneer Trust Bank
Oregon
$330K – – –
BCM
840
Brookstone Capital Management
Illinois
$329K -$24.3K -66 -7%
CIA
841
Choate Investment Advisors
Massachusetts
$329K +$30.2K +82 +10%
EI
842
Ellevest Inc
New York
$327K +$4.04K +11 +1%
FMLI
843
Fukoku Mutual Life Insurance
Japan
$324K – – –
BIM
844
Baldwin Investment Management
Pennsylvania
$323K -$184K -500 -36%
RFO
845
RiverGlades Family Offices
Florida
$323K – – –
WIA
846
Westbourne Investment Advisors
Maryland
$323K – – –
CFG
847
Cooper Financial Group
California
$323K -$564K -1,534 -63%
CPIG
848
Chicago Partners Investment Group
Illinois
$322K +$114K +310 +51%
RPGK
849
Retirement Planning Group (Kansas)
Kansas
$320K +$1.1K +3 +0.3%
GWMR
850
GC Wealth Management RIA
Massachusetts
$320K -$17.3K -47 -5%
32 33
34
35 36