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Aon
AON

Name Holding Trade Value Shares
Change 		Change in
Stake
CWG
851
Cornerstone Wealth Group
North Carolina
$319K +$1.84K +5 +0.6%
VHAM
852
Van Hulzen Asset Management
California
$316K -$14M -38,101 -98%
NPF
853
Norris Perne & French
Michigan
$316K -$69.9K -190 -18%
TWM
854
Tanager Wealth Management
United Kingdom
$316K -$185K -504 -36%
GA
855
Greenspring Advisors
Maryland
$312K – – –
TPWA
856
TRUE Private Wealth Advisors
Oregon
$310K -$5.15K -14 -2%
AC
857
ASB Consultores
Florida
$310K +$14.3K +39 +5%
FCC
858
Flower City Capital
New York
$309K – – –
KBFS
859
Kohmann Bosshard Financial Services
Ohio
$309K – – –
GVAG
860
Great Valley Advisor Group
Delaware
$308K +$9.19K +25 +3%
PA
861
Pinnacle Associates
New York
$306K -$197K -537 -39%
PP
862
PDS Planning
Ohio
$306K +$6.62K +18 +2%
GIA
863
Guyasuta Investment Advisors
Pennsylvania
$305K – – –
NP
864
Nilsine Partners
Colorado
$305K +$2.94K +8 +1%
BWS
865
Broadway Wealth Solutions
Texas
$300K +$307K +835 New
EB
866
Exchange Bank
California
$299K +$368 +1 +0.1%
CG
867
Cynosure Group
Utah
$298K -$113K -307 -27%
HIIFS
868
Harel Insurance Investments & Financial Services
Israel
$297K +$304K +828 New
FTUS
869
Flow Traders U.S.
New York
$296K +$303K +824 New
HWA
870
Heritage Wealth Advisors
Virginia
$295K +$1.1K +3 +0.4%
TSS
871
Two Sigma Securities
New York
$295K +$302K +821 New
WF
872
Welch & Forbes
Massachusetts
$293K +$735 +2 +0.2%
AO
873
Advisor OS
Illinois
$291K -$85.3K -232 -22%
LAM
874
L2 Asset Management
Massachusetts
$291K +$11.4K +31 +4%
CIS
875
Connors Investor Services
Pennsylvania
$287K – – –
33 34
35
36 37