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Aon
AON

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1026
Bosun Asset Management
Illinois
$231K – – –
GSF
1027
Grove Street Fiduciary
New Hampshire
$230K – – –
CTA
1028
Colonial Trust Advisors
South Carolina
$229K – – –
OL
1029
OneFund LLC
Florida
$229K – – –
PFS
1030
Prospera Financial Services
Texas
$229K +$220K +573 New
VF
1031
Vest Financial
Virginia
$227K +$219K +570 New
SP
1032
Stonebrook Private
Michigan
$226K +$217K +567 New
IWM
1033
IHT Wealth Management
Illinois
$226K -$2.3K -6 -1%
CWA
1034
Carolina Wealth Advisors
South Carolina
$222K – – –
GM
1035
GeoWealth Management
Illinois
$222K -$157K -410 -42%
TWP
1036
Tyche Wealth Partners
Texas
$222K +$213K +555 New
GWM
1037
GK Wealth Management
Nevada
$221K +$213K +555 New
PCH
1038
PGIM Custom Harvest
New Jersey
$221K +$212K +553 New
AWM
1039
Aprio Wealth Management
Georgia
$220K +$211K +551 New
FSA
1040
Fort Sheridan Advisors
Illinois
$220K +$211K +550 New
HNW
1041
High Note Wealth
Minnesota
$219K +$3.45K +9 +2%
EFM
1042
E Fund Management
China
$218K +$209K +546 New
FFN
1043
Focus Financial Network
Minnesota
$218K +$209K +546 New
CA
1044
Cornerstone Advisory
Maryland
$216K -$13.8K -36 -6%
MA
1045
Mutual Advisors
Nebraska
$215K +$246K +641 New
KWA
1046
Kingswood Wealth Advisors
California
$215K +$207K +539 New
BTWM
1047
Baker Tilly Wealth Management
Wisconsin
$214K +$206K +537 New
JCM
1048
Jacobi Capital Management
Pennsylvania
$214K +$206K +536 New
AW
1049
Alteri Wealth
California
$214K -$45.2K -118 -18%
SIC
1050
SFE Investment Counsel
California
$212K +$203K +530 New
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