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Aon
AON

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
1101
HHM Wealth Advisors
Tennessee
$29.3K – – –
AIM
1102
Anchor Investment Management
South Carolina
$28.5K – – –
WTA
1103
Washington Trust Advisors
Massachusetts
$26K +$5.07K +14 +24%
CAL
1104
Capital Advisors Ltd
Ohio
$26K -$1.81K -5 -6%
RA
1105
Rational Advisors
New York
$25.7K +$26.1K +72 New
HT
1106
Headlands Technologies
Illinois
$24.6K -$255K -704 -91%
KFI
1107
Key Financial Inc
Pennsylvania
$23.5K +$23.9K +66 New
RWA
1108
Redmont Wealth Advisors
Illinois
$22.8K +$23.2K +64 New
USB
1109
Union Savings Bank
Connecticut
$22.8K -$1.81K -5 -7%
AIM
1110
Access Investment Management
Georgia
$22.1K +$22.5K +62 New
SWA
1111
SOA Wealth Advisors
New York
$20.7K -$4.35K -12 -17%
DJSG
1112
D.J. St. Germain
Massachusetts
$20.3K – – –
HFS
1113
Hughes Financial Services
Virginia
$20K -$1.81K -5 -8%
SIA
1114
Sit Investment Associates
Minnesota
$19K – – –
RDFA
1115
Ritter Daniher Financial Advisory
Ohio
$18.6K – – –
TIM
1116
Tortoise Investment Management
New York
$18.6K +$2.17K +6 +13%
AP
1117
Aspect Partners
Virginia
$16.4K -$725 -2 -4%
HHMI
1118
Howard Hughes Medical Institute
Maryland
$16.4K +$16.7K +46 New
BONH
1119
Bank of New Hampshire
New Hampshire
$16.1K – – –
OAJ
1120
Ogorek Anthony Joseph
New York
$16K -$2.17K -6 -11%
CT
1121
Clearstead Trust
Maine
$15.4K +$2.9K +8 +23%
VNA
1122
Valley National Advisers
Pennsylvania
$15K -$725 -2 -4%
ME
1123
McIlrath & Eck
Washington
$15K – – –
FFO
1124
Fortitude Family Office
Arizona
$15K +$3.62K +10 +31%
GWSG
1125
GPS Wealth Strategies Group
Colorado
$14.4K +$1.09K +3 +8%
43 44
45
46 47