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Aon
AON

Name Holding Trade Value Shares
Change 		Change in
Stake
CMP
1026
Coston McIsaac & Partners
Maine
$48K – – –
BWAM
1027
Boyd Watterson Asset Management
Ohio
$47.7K – – –
SWM
1028
Sugarloaf Wealth Management
Georgia
$47.1K – – –
PWMG
1029
Prestige Wealth Management Group
New Jersey
$43.6K – – –
BWP
1030
Baldwin Wealth Partners
Massachusetts
$43.2K +$23.6K +72 +136%
EB
1031
Eastern Bank
Massachusetts
$42.9K +$40.6K +124 New
EBA
1032
Eagle Bay Advisors
New York
$40.5K -$1.31K -4 -3%
RA
1033
Rise Advisors
New York
$38.6K – – –
MWM
1034
Mascoma Wealth Management
New Hampshire
$38.4K – – –
FPFS
1035
First Personal Financial Services
North Carolina
$37K +$35K +107 New
FFA
1036
Frazier Financial Advisors
Ohio
$36.7K – – –
CWC
1037
Carolinas Wealth Consulting
North Carolina
$36.7K +$1.96K +6 +6%
BIA
1038
Bell Investment Advisors
California
$36K +$654 +2 +2%
CT
1039
Coastline Trust
Rhode Island
$35.3K -$236K -720 -88%
GBT
1040
Grove Bank & Trust
Florida
$34.9K -$72K -220 -69%
ACM
1041
Accent Capital Management
Ohio
$34.9K – – –
AIM
1042
Anchor Investment Management
South Carolina
$34.9K +$30.4K +93 +1,163%
GKIM
1043
GW&K Investment Management
Massachusetts
$34K +$7.85K +24 +32%
LI
1044
Louisbourg Investments
New Brunswick, Canada
$32.2K – – –
MFG
1045
Mendota Financial Group
Wisconsin
$30.8K +$6.22K +19 +27%
SSB
1046
Sandy Spring Bank
Maryland
$30.1K – – –
WTA
1047
Washington Trust Advisors
Massachusetts
$30.1K – – –
EWP
1048
Elevation Wealth Partners
California
$29.1K – – –
C
1049
Covestor
United Kingdom
$28K +$654 +2 +3%
RCM
1050
Raleigh Capital Management
North Carolina
$26.6K +$7.2K +22 +40%
40 41
42
43 44