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Aon
AON

Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
1001
Capital Analysts LLC
Pennsylvania
$172K – – –
LI
1002
LRI Investments
Florida
$169K +$3.68K +10 +2%
TSMHT
1003
Thurston Springer Miller Herd & Titak
Indiana
$155K +$37.5K +102 +31%
GWM
1004
Geneos Wealth Management
Colorado
$154K +$1.1K +3 +0.7%
SWM
1005
Spire Wealth Management
Virginia
$153K +$5.15K +14 +3%
IWA
1006
Icon Wealth Advisors
Texas
$152K – – –
MCM
1007
Manchester Capital Management
Vermont
$150K – – –
SIC
1008
Salem Investment Counselors
North Carolina
$149K – – –
CFO
1009
CVA Family Office
Colorado
$145K +$11K +30 +8%
OC
1010
Oakworth Capital
Alabama
$144K – – –
TFA
1011
Transamerica Financial Advisors
Florida
$136K +$139K +378 New
CCA
1012
Catalyst Capital Advisors
New York
$130K +$49.6K +135 +59%
CIAM
1013
Caitong International Asset Management
Hong Kong
$130K +$133K +362 New
HCP
1014
Hexagon Capital Partners
Arkansas
$126K +$1.47K +4 +1%
STB
1015
S&T Bank
Pennsylvania
$121K +$124K +336 New
IA
1016
IFP Advisors
Florida
$109K -$37.9K -103 -25%
WT
1017
Washington Trust
Rhode Island
$108K – – –
HT
1018
Headlands Technologies
Illinois
$107K -$626K -1,703 -85%
HB
1019
Horizon Bancorp
Indiana
$104K -$9.19K -25 -8%
CSWM
1020
Cassady Schiller Wealth Management
Ohio
$102K +$2.94K +8 +3%
HIA
1021
Harbor Investment Advisory
Maryland
$101K – – –
VCM
1022
Versant Capital Management
Arizona
$98.8K +$32.4K +88 +47%
TCOV
1023
Trust Company of Vermont
Vermont
$97K -$61.8K -168 -38%
GSWM
1024
Golden State Wealth Management
California
$96.3K +$98.5K +268 New
MTC
1025
Matrix Trust Company
Colorado
$96K +$82.7K +225 +549%
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