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Aon
AON

Name Holding Trade Value Shares
Change 		Change in
Stake
C
1101
Covestor
United Kingdom
$34K -$35.2K -106 -50%
TFA
1102
Transamerica Financial Advisors
Florida
$33.6K +$17.3K +52 +100%
MWPCG
1103
Measured Wealth Private Client Group
New Hampshire
$33.2K – – –
SL
1104
Salomon & Ludwin
Virginia
$33K -$4.99K -15 -13%
TCOT
1105
Trust Company of Toledo
Ohio
$32.9K +$13K +39 +62%
MWA
1106
Medallion Wealth Advisors
Connecticut
$32.3K – – –
MWM
1107
Mascoma Wealth Management
New Hampshire
$30.3K -$332 -1 -1%
PB
1108
Pinnacle Bancorp
Nebraska
$30.3K +$1.66K +5 +6%
WTA
1109
Washington Trust Advisors
Massachusetts
$30K +$1.66K +5 +6%
WPA
1110
Wealth Preservation Advisors
Tennessee
$30K +$27.6K +83 +830%
TFGT
1111
TS Financial Group (TSFG)
Illinois
$30K – – –
MEG
1112
Millstone Evans Group
Colorado
$29.1K – – –
KAS
1113
Kemnay Advisory Services
New York
$27.1K +$332 +1 +1%
NAAA
1114
New Age Alpha Advisors
New York
$26.8K +$8.97K +27 +48%
AIM
1115
Anchor Investment Management
South Carolina
$25.8K – – –
BIA
1116
Bell Investment Advisors
California
$25.5K -$2.99K -9 -10%
CPG
1117
Cornerstone Planning Group
New Jersey
$24.5K +$5.98K +18 +30%
UOTTAIMCU
1118
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$24.5K – – –
TGY2IT
1119
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$24.2K +$24.9K +75 New
CAL
1120
Capital Advisors Ltd
Ohio
$24K +$332 +1 +1%
HWA
1121
HHM Wealth Advisors
Tennessee
$23.9K – – –
FFO
1122
Fortitude Family Office
Arizona
$23.9K +$8.64K +26 +54%
WIM
1123
Westside Investment Management
California
$23.3K – – –
RA
1124
Rational Advisors
New York
$23.2K – – –
GCM
1125
Gunpowder Capital Management
Maryland
$21.9K – – –
43 44
45
46 47