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Aon
AON

Name Holding Trade Value Shares
Change 		Change in
Stake
CPCM
926
Cardinal Point Capital Management
Ontario, Canada
$270K +$278K +836 New
TWM
927
TRB Wealth Management
Texas
$266K +$274K +824 New
EP
928
Ehrenkranz Partners
New York
$265K -$19.9K -60 -7%
HWA
929
Heritage Wealth Advisors
Virginia
$263K +$4.32K +13 +2%
FSAG
930
Financial Solutions Advisory Group
Illinois
$262K +$270K +812 New
CPA
931
Capital Performance Advisors
California
$262K +$270K +811 New
GPW
932
Genesis Private Wealth
Virginia
$261K +$54.8K +165 +26%
AA
933
Auxano Advisors
Washington
$261K +$269K +808 New
IA
934
Inspire Advisors
Idaho
$260K +$5.65K +17 +2%
DAS
935
Diversify Advisory Services
Utah
$260K -$529K -1,592 -66%
CIS
936
Connors Investor Services
Pennsylvania
$258K – – –
TCWA
937
Turtle Creek Wealth Advisors
Texas
$258K -$244K -735 -48%
FMLI
938
Fukoku Mutual Life Insurance
Japan
$257K – – –
EFM
939
E Fund Management
China
$257K +$264K +795 New
OWA
940
One Wealth Advisors
California
$256K +$11K +33 +4%
CWS
941
Cypress Wealth Services
California
$256K +$72.4K +218 +38%
PWMAG
942
Pinnacle Wealth Management Advisory Group
New Jersey
$255K +$2.33K +7 +0.9%
FFA
943
Fi3 Financial Advisors
Indiana
$253K +$261K +784 New
RWP
944
RWA Wealth Partners
Massachusetts
$252K -$244K -733 -48%
TPWA
945
TRUE Private Wealth Advisors
Oregon
$251K +$10.3K +31 +4%
FWA
946
FSM Wealth Advisors
Ohio
$249K -$15.6K -47 -6%
EP
947
Essential Partners
California
$249K +$180K +541 +235%
HFS
948
Horizon Financial Services
North Carolina
$249K – – –
WA
949
Wealth Alliance
New York
$249K +$8.64K +26 +3%
AA
950
Armis Advisers
Georgia
$248K +$265K +798 New
36 37
38
39 40