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Aon
AON

Name Holding Trade Value Shares
Change 		Change in
Stake
MIS
501
Morningstar Investment Services
Illinois
$204K +$194K +1,537 New
MCM
502
Mitchell Capital Management
Kansas
$202K +$192K +1,519 New
FM
503
Foster & Motley
Ohio
$202K +$192K +1,520 New
JIC
504
Joel Isaacson & Co
New York
$202K +$192K +1,522 New
DF
505
Donoghue Forlines
Massachusetts
$200K +$190K +1,504 New
AF
506
Allworth Financial
California
$200K +$190K +1,506 New
CAW
507
Cornerstone Advisors (Washington)
Washington
$182K – – –
SFPIA
508
Stevens First Principles Investment Advisors
California
$169K – – –
SFSIG
509
San Francisco Sentry Investment Group
California
$146K +$139K +1,100 New
GRP
510
Global Retirement Partners
California
$139K – – –
HI
511
Hudock Inc
Pennsylvania
$139K +$253 +2 +0.2%
MLFP
512
MPS Loria Financial Planners
Illinois
$139K +$126K +1,000 New
PFPT
513
Pinnacle Financial Partners (Tennessee)
Tennessee
$126K +$120K +948 New
MCM
514
Manchester Capital Management
Vermont
$119K – – –
MAM
515
Magellan Asset Management
Australia
$113K +$56.1K +444 +110%
CFA
516
Carroll Financial Associates
North Carolina
$108K -$5.56K -44 -5%
PFO
517
Pathstone Family Office
New Jersey
$108K +$101K +801 +6,675%
FT
518
Fiduciary Trust
Massachusetts
$108K +$102K +810 New
PA
519
Parallel Advisors
California
$102K +$13.4K +106 +17%
NFG
520
Next Financial Group
Texas
$96K – – –
MDCM
521
Morgan Dempsey Capital Management
Wisconsin
$93K -$3.03K -24 -3%
WAM
522
Wealthspire Advisors (Maryland)
Maryland
$89K +$7.84K +62 +10%
NCM
523
New Capital Management
Texas
$88K – – –
GLI
524
Guardian Life Insurance
New York
$78K -$53.9K -426 -42%
WTC
525
WhitTier Trust Company
Nevada
$76K +$30.3K +240 +73%
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