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Aon
AON

Name Holding Trade Value Shares
Change 		Change in
Stake
SHM
1101
Sagard Holdings Management
Ontario, Canada
$50.6K – – –
BWAM
1102
Boyd Watterson Asset Management
Ohio
$49.2K – – –
CMP
1103
Coston McIsaac & Partners
Maine
$49K – – –
RA
1104
Rise Advisors
New York
$47.9K +$1.08K +3 +2%
GFWA
1105
Grey Fox Wealth Advisors
Delaware
$46.4K +$47K +130 New
FNWA
1106
Financial Network Wealth Advisors
Utah
$42.4K -$7.24K -20 -14%
FFA
1107
Frazier Financial Advisors
Ohio
$42.1K – – –
PWMG
1108
Prestige Wealth Management Group
New Jersey
$41.4K – – –
GKIM
1109
GW&K Investment Management
Massachusetts
$40K -$1.45K -4 -3%
MWM
1110
Mascoma Wealth Management
New Hampshire
$39.6K – – –
BIA
1111
Bell Investment Advisors
California
$37.8K +$362 +1 +1%
MWPCG
1112
Measured Wealth Private Client Group
New Hampshire
$36.7K +$37.3K +103 New
ACM
1113
Accent Capital Management
Ohio
$36K – – –
MWA
1114
Medallion Wealth Advisors
Connecticut
$35.7K – – –
SAM
1115
Strive Asset Management
Ohio
$35.3K +$35.8K +99 New
BGAI
1116
Bruce G. Allen Investments
Colorado
$33.9K -$2.53K -7 -7%
TFGT
1117
TS Financial Group (TSFG)
Illinois
$33K – – –
EP
1118
Essential Partners
California
$32.8K +$32.6K +90 +4,500%
PB
1119
Pinnacle Bancorp
Nebraska
$32.4K – – –
MEG
1120
Millstone Evans Group
Colorado
$32.1K – – –
TCOT
1121
Trust Company of Toledo
Ohio
$32.1K – – –
WTA
1122
Washington Trust Advisors
Massachusetts
$31.4K +$5.43K +15 +21%
SL
1123
Salomon & Ludwin
Virginia
$30.6K +$30.4K +84 New
HWA
1124
Heartwood Wealth Advisors
Virginia
$28.9K +$29.3K +81 New
AIM
1125
Anchor Investment Management
South Carolina
$28.5K – – –
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