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Aon
AON

Name Holding Trade Value Shares
Change 		Change in
Stake
CFM
1101
Cornerstone Financial Management
Massachusetts
$34.2K – – –
TPWA
1102
Twin Peaks Wealth Advisors
California
$34.1K +$35.2K +106 New
C
1103
Covestor
United Kingdom
$34K -$35.2K -106 -50%
TFA
1104
Transamerica Financial Advisors
Florida
$33.6K +$17.3K +52 +100%
MWPCG
1105
Measured Wealth Private Client Group
New Hampshire
$33.2K – – –
SL
1106
Salomon & Ludwin
Virginia
$33K -$4.99K -15 -13%
TCOT
1107
Trust Company of Toledo
Ohio
$32.9K +$13K +39 +62%
MWA
1108
Medallion Wealth Advisors
Connecticut
$32.3K – – –
MWM
1109
Mascoma Wealth Management
New Hampshire
$30.3K -$332 -1 -1%
PB
1110
Pinnacle Bancorp
Nebraska
$30.3K +$1.66K +5 +6%
JTBR
1111
James T. Borello RIA
Illinois
$30.3K +$15.6K +47 +100%
WTA
1112
Washington Trust Advisors
Massachusetts
$30K +$1.66K +5 +6%
WPA
1113
Wealth Preservation Advisors
Tennessee
$30K +$27.6K +83 +830%
TFGT
1114
TS Financial Group (TSFG)
Illinois
$30K – – –
MEG
1115
Millstone Evans Group
Colorado
$29.1K – – –
KAS
1116
Kemnay Advisory Services
New York
$27.1K +$332 +1 +1%
NAAA
1117
New Age Alpha Advisors
New York
$26.8K +$8.97K +27 +48%
AIM
1118
Anchor Investment Management
South Carolina
$25.8K – – –
BIA
1119
Bell Investment Advisors
California
$25.5K -$2.99K -9 -10%
CPG
1120
Cornerstone Planning Group
New Jersey
$24.5K +$5.98K +18 +30%
UOTTAIMCU
1121
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$24.5K – – –
TGY2IT
1122
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$24.2K +$24.9K +75 New
CAL
1123
Capital Advisors Ltd
Ohio
$24K +$332 +1 +1%
HWA
1124
HHM Wealth Advisors
Tennessee
$23.9K – – –
FFO
1125
Fortitude Family Office
Arizona
$23.9K +$8.64K +26 +54%
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