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Aon
AON

Name Holding Trade Value Shares
Change 		Change in
Stake
NFW
901
Noble Family Wealth
Florida
$297K – – –
VFA
902
Valeo Financial Advisors
Indiana
$297K -$470K -1,413 -61%
PTB
903
Pioneer Trust Bank
Oregon
$297K – – –
EI
904
Ellevest Inc
New York
$297K +$46.2K +139 +18%
PFM
905
Potomac Fund Management
Florida
$296K -$2.99K -9 -1%
BEI
906
Benjamin Edwards Inc
Missouri
$295K +$57.8K +174 +24%
LW
907
Linscomb Wealth
Texas
$294K – – –
IWA
908
Inspirion Wealth Advisors
Illinois
$293K – – –
TAM
909
Todd Asset Management
Kentucky
$293K – – –
IWA
910
Icon Wealth Advisors
Texas
$292K -$1.15M -3,471 -79%
GWP
911
Gateway Wealth Partners
Wisconsin
$291K +$299K +900 New
BIM
912
Baldwin Investment Management
Pennsylvania
$291K – – –
WIA
913
Westbourne Investment Advisors
Maryland
$291K – – –
QFW
914
QTR Family Wealth
Florida
$289K +$298K +896 New
RPGK
915
Retirement Planning Group (Kansas)
Kansas
$289K -$14K -42 -4%
CIA
916
Caerus Investment Advisors
Texas
$286K +$294K +886 New
NP
917
Nilsine Partners
Colorado
$281K +$44.5K +134 +18%
SC
918
Sapient Capital
Indiana
$279K +$287K +865 New
GWMR
919
GC Wealth Management RIA
Massachusetts
$279K -$22.6K -68 -7%
PWPS
920
Pinnacle Wealth Planning Services
Ohio
$279K -$60.8K -183 -17%
KBFS
921
Kohmann Bosshard Financial Services
Ohio
$277K – – –
RFW
922
Redwood Family Wealth
Texas
$274K -$3.32K -10 -1%
AA
923
Alta Advisers
United Kingdom
$274K – – –
APG
924
Abacus Planning Group
South Carolina
$273K -$332 -1 -0.1%
CBTWT
925
Community Bank & Trust (Waco, Texas)
Texas
$271K +$19.9K +60 +8%
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38 39