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Aon
AON

Name Holding Trade Value Shares
Change 		Change in
Stake
KFI
1126
Key Financial Inc
Pennsylvania
$20.7K – – –
CFSG
1127
Community Financial Services Group
Vermont
$20.2K +$20.9K +63 New
AIM
1128
Access Investment Management
Georgia
$20K – – –
JGCM
1129
Joseph Group Capital Management
Ohio
$19.7K +$15K +45 +281%
AFC
1130
Ares Financial Consulting
California
$19.6K +$9.64K +29 +91%
HFS
1131
Hughes Financial Services
Virginia
$19K -$997 -3 -5%
SWA
1132
SOA Wealth Advisors
New York
$17.4K -$997 -3 -5%
KFG
1133
Kingdom Financial Group
Arizona
$17.1K – – –
LAS
1134
Lloyd Advisory Services
Georgia
$17.1K +$17.6K +53 New
SC
1135
SouthState Corp
Florida
$17.1K -$9.97K -30 -36%
SIA
1136
Sit Investment Associates
Minnesota
$17K – – –
VNA
1137
Valley National Advisers
Pennsylvania
$17K +$4.32K +13 +31%
PWMG
1138
Prestige Wealth Management Group
New Jersey
$16.8K -$24.9K -75 -59%
RDFA
1139
Ritter Daniher Financial Advisory
Ohio
$16.8K – – –
WAG
1140
Wilkerson Advisory Group
Missouri
$16.8K +$11K +33 +174%
EI
1141
EFG International
$16.5K +$16.9K +51 New
AP
1142
Aspect Partners
Virginia
$16.1K – – –
DWP
1143
Destiny Wealth Partners
Florida
$16.1K +$16.6K +50 New
GSEP
1144
Golden State Equity Partners
California
$16.1K +$16.6K +50 New
PWA
1145
Physician Wealth Advisors
Utah
$15.5K -$1.66K -5 -9%
BONH
1146
Bank of New Hampshire
New Hampshire
$14.5K – – –
WA
1147
Westfuller Advisors
New York
$13.7K -$121K -363 -90%
ME
1148
McIlrath & Eck
Washington
$13.6K – – –
AWM
1149
Activest Wealth Management
Florida
$13.6K +$6.65K +20 +91%
LWM
1150
Lodestone Wealth Management
Washington
$13.2K – – –
44 45
46
47 48