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Aon
AON

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1051
Sugarloaf Wealth Management
Georgia
$48.8K – – –
CSPIA
1052
Cary Street Partners Investment Advisory
Virginia
$47.8K -$3.41M -9,272 -99%
BC
1053
Bayforest Capital
United Kingdom
$46.7K +$47.8K +130 New
PWMG
1054
Prestige Wealth Management Group
New Jersey
$45.3K – – –
ETC
1055
Exchange Traded Concepts
Oklahoma
$44.9K -$30.9K -84 -40%
CWC
1056
Carolinas Wealth Consulting
North Carolina
$43.1K +$5.15K +14 +13%
RS
1057
R Squared
Hong Kong
$43.1K +$44.1K +120 New
RA
1058
Rise Advisors
New York
$40.1K +$368 +1 +0.9%
MWM
1059
Mascoma Wealth Management
New Hampshire
$39.9K – – –
EBA
1060
Eagle Bay Advisors
New York
$39.5K -$2.57K -7 -6%
CCM
1061
Chilton Capital Management
Texas
$39.5K +$29.8K +81 +279%
KIM
1062
Kestra Investment Management
Texas
$39.3K +$40.4K +110 New
CWM
1063
Centricity Wealth Management
Ohio
$38.8K +$39.7K +108 New
GKIM
1064
GW&K Investment Management
Massachusetts
$38K +$2.21K +6 +6%
FFA
1065
Frazier Financial Advisors
Ohio
$37.9K – – –
BIA
1066
Bell Investment Advisors
California
$37.4K – – –
C
1067
Covestor
United Kingdom
$37K +$7.72K +21 +26%
EWP
1068
Elevation Wealth Partners
California
$36.6K +$6.62K +18 +21%
MWA
1069
Medallion Wealth Advisors
Connecticut
$35.9K +$36.8K +100 New
MEG
1070
Millstone Evans Group
Colorado
$32.3K +$33.1K +90 New
SSB
1071
Sandy Spring Bank
Maryland
$31.2K – – –
RFS
1072
Richardson Financial Services
Massachusetts
$30.4K +$29.8K +81 +2,025%
CAL
1073
Capital Advisors Ltd
Ohio
$30K +$4.04K +11 +15%
EPW
1074
Endeavor Private Wealth
Kansas
$29.5K +$30.2K +82 New
RCM
1075
Raleigh Capital Management
North Carolina
$28.7K +$1.1K +3 +4%
41 42
43
44 45