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Aon
AON

Name Holding Trade Value Shares
Change 		Change in
Stake
PPWP
951
Premier Path Wealth Partners
New Jersey
$254K +$7.1K +22 +3%
SIC
952
Salem Investment Counselors
North Carolina
$253K – – –
VCM
953
Versant Capital Management
Arizona
$253K +$18.1K +56 +8%
DFG
954
Dynamic Financial Group
Iowa
$253K – – –
MAWA
955
Moss Adams Wealth Advisors
Washington
$252K +$245K +759 New
DWM
956
Drive Wealth Management
Utah
$252K +$245K +759 New
GWMIA
957
Global Wealth Management Investment Advisory
Florida
$251K -$645 -2 -0.3%
GPA
958
Garrison Point Advisors
California
$250K – – –
SC
959
Sapient Capital
Indiana
$248K -$37.7K -117 -14%
HFS
960
Hopwood Financial Services
Virginia
$247K +$27.4K +85 +13%
SPC
961
Spirepoint Private Client
Florida
$245K +$1.61K +5 +0.7%
1WM
962
1900 Wealth Management
Texas
$245K +$238K +739 New
AGC
963
Aspen Grove Capital
Colorado
$245K +$323 +1 +0.1%
NI
964
Natural Investments
California
$242K +$19K +59 +9%
CWS
965
Cypress Wealth Services
California
$241K -$21K -65 -8%
FWP
966
Flatrock Wealth Partners
California
$241K +$235K +727 New
ABWM
967
Alpine Bank Wealth Management
Colorado
$240K – – –
CPCM
968
Cardinal Point Capital Management
Ontario, Canada
$240K -$36.5K -113 -14%
LGW
969
Leslie Global Wealth
Illinois
$240K -$323 -1 -0.1%
JCM
970
Jacobi Capital Management
Pennsylvania
$240K -$74.5K -231 -24%
DT
971
DV Trading
Illinois
$239K +$232K +720 New
PAMP
972
Polar Asset Management Partners
Ontario, Canada
$238K +$231K +717 New
OAM
973
Oxford Asset Management
United Kingdom
$237K +$231K +716 New
SWM
974
Steinberganna Wealth Management
New York
$236K – – –
NCM
975
New Capital Management
Texas
$235K – – –
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