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Aon
AON

Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
951
Flaharty Asset Management
Florida
$248K – – –
VAG
952
VisionPoint Advisory Group
Texas
$247K +$25.6K +77 +11%
BWA
953
BlueSky Wealth Advisors
North Carolina
$247K +$254K +765 New
SIC
954
Salem Investment Counselors
North Carolina
$247K – – –
DFG
955
Dynamic Financial Group
Iowa
$246K – – –
GWMIA
956
Global Wealth Management Investment Advisory
Florida
$245K +$997 +3 +0.4%
WPA
957
West Paces Advisors
Georgia
$245K -$33.2K -100 -12%
JTWM
958
Jackson Thornton Wealth Management
Alabama
$244K +$259K +780 New
GPA
959
Garrison Point Advisors
California
$243K – – –
CP
960
Castleview Partners
Texas
$242K -$52.8K -159 -17%
TPA
961
Trivium Point Advisory
Connecticut
$241K -$50.5K -152 -17%
RFP
962
Root Financial Partners
California
$241K +$144K +434 +139%
IAN
963
Integrated Advisors Network
Texas
$241K -$20.6K -62 -8%
PPWP
964
Premier Path Wealth Partners
New Jersey
$240K +$248K +745 New
HAG
965
HF Advisory Group
Maryland
$239K +$246K +739 New
KP
966
Keel Point
Alabama
$238K -$63.8K -192 -21%
LOWM
967
Laurel Oak Wealth Management
New Jersey
$238K – – –
AGC
968
Aspen Grove Capital
Colorado
$238K +$11.3K +34 +5%
SPC
969
Spirepoint Private Client
Florida
$237K – – –
CNB
970
Camden National Bank
Maine
$237K – – –
AP
971
Arlington Partners
Alabama
$236K +$243K +730 New
QWM
972
Quadcap Wealth Management
Texas
$234K +$22.6K +68 +10%
ABWM
973
Alpine Bank Wealth Management
Colorado
$234K – – –
LGW
974
Leslie Global Wealth
Illinois
$234K +$332 +1 +0.1%
PFM
975
Patton Fund Management
Texas
$232K +$21.3K +64 +10%
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