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Aon
AON

Name Holding Trade Value Shares
Change 		Change in
Stake
FNWA
1001
Financial Network Wealth Advisors
Utah
$25.2K +$25.4K +86 New
EWP
1002
Elevation Wealth Partners
California
$24.7K – – –
C
1003
Covestor
United Kingdom
$23K +$591 +2 +3%
GKIM
1004
GW&K Investment Management
Massachusetts
$22K +$296 +1 +1%
RWM
1005
Raffa Wealth Management
District of Columbia
$21.4K – – –
CAL
1006
Capital Advisors Ltd
Ohio
$21K -$2.37K -8 -10%
VNA
1007
Valley National Advisers
Pennsylvania
$21K +$2.96K +10 +16%
RTC
1008
Riverview Trust Company
Washington
$20.8K – – –
SWA
1009
SOA Wealth Advisors
New York
$20.6K -$1.18K -4 -5%
MFG
1010
Mendota Financial Group
Wisconsin
$20.6K – – –
S
1011
Sachetta
Massachusetts
$20.1K +$2.37K +8 +15%
RWA
1012
Redmont Wealth Advisors
Illinois
$18.8K – – –
USB
1013
Union Savings Bank
Connecticut
$18.8K – – –
PB
1014
Pinnacle Bancorp
Nebraska
$18.5K +$5.62K +19 +43%
RFG
1015
RFP Financial Group
Georgia
$18.2K – – –
UWS
1016
Unique Wealth Strategies
Illinois
$17.8K +$15.7K +53 New
DJSG
1017
D.J. St. Germain
Massachusetts
$16.7K – – –
MAM
1018
Meeder Asset Management
Ohio
$16.7K +$3.25K +11 +24%
CCM
1019
Chilton Capital Management
Texas
$16.4K +$8.57K +29 +107%
RCM
1020
Raleigh Capital Management
North Carolina
$16.1K +$2.66K +9 +20%
SIA
1021
Sit Investment Associates
Minnesota
$16K – – –
BWP
1022
Baldwin Wealth Partners
Massachusetts
$15.6K -$2.96K -10 -16%
RDFA
1023
Ritter Daniher Financial Advisory
Ohio
$15.3K -$5.32K -18 -26%
CYG
1024
Clean Yield Group
Vermont
$15K – – –
RFA
1025
Register Financial Advisors
Georgia
$14.7K – – –
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