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Aon
AON

Name Holding Trade Value Shares
Change 		Change in
Stake
FFO
1001
Fortitude Family Office
Arizona
$9.31K +$10.2K +32 New
AFG
1002
Albion Financial Group
Utah
$9.02K +$8.32K +26 +520%
OA
1003
Operose Advisors
Wisconsin
$8.73K -$87.1K -272 -90%
GA
1004
GoalVest Advisory
New York
$8.73K -$24.3K -76 -72%
JFA
1005
JNBA Financial Advisors
Minnesota
$7.28K -$5.12K -16 -39%
BAM
1006
Byrne Asset Management
New Jersey
$7.25K -$8K -25 Closed
FWM
1007
Focused Wealth Management
New York
$6.98K +$7.68K +24 New
GEA
1008
Glen Eagle Advisors
New Jersey
$6.69K – – –
VWA
1009
Valued Wealth Advisors
Utah
$6.16K +$6.08K +19 New
APW
1010
Acima Private Wealth
Virginia
$6.11K – – –
LIWM
1011
Long Island Wealth Management
New York
$6K +$6.72K +21 New
DIP
1012
DT Investment Partners
Pennsylvania
$5.98K – – –
CAS
1013
Coppell Advisory Solutions
Texas
$5.82K +$6.4K +20 New
WTA
1014
Washington Trust Advisors
Massachusetts
$5.53K -$7.04K -22 -54%
FG
1015
Fairman Group
Pennsylvania
$5.53K +$6.08K +19 New
LTI
1016
Laffer Tengler Investments
Tennessee
$5.53K +$6.08K +19 New
RCM
1017
Raleigh Capital Management
North Carolina
$5.53K +$6.08K +19 New
FGAM
1018
Financial Gravity Asset Management
Texas
$5.3K +$5.44K +17 New
SA
1019
SRH Advisors
Kansas
$4.66K – – –
PP
1020
PFS Partners
New Jersey
$4.37K – – –
CFD
1021
Creative Financial Designs
Indiana
$4.37K – – –
LFA
1022
LGT Financial Advisors
Texas
$4.37K – – –
PIS
1023
POM Investment Strategies
North Carolina
$4.37K +$4.8K +15 New
FPF
1024
First Pacific Financial
Washington
$4.08K +$4.48K +14 New
WIA
1025
Wetzel Investment Advisors
Indiana
$4K +$4.8K +15 New
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