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Aon
AON

Name Holding Trade Value Shares
Change 		Change in
Stake
NAM
501
NorthCrest Asset Manangement
Minnesota
$1.6M +$4.58K +14 +0.3%
MWM
502
Mission Wealth Management
California
$1.59M +$13.1K +40 +0.9%
EFSCE
503
Enterprise Financial Services Corp (EFSC)
Missouri
$1.58M +$6.22K +19 +0.4%
SWM
504
Sendero Wealth Management
Texas
$1.57M – – –
CWM
505
Circle Wealth Management
New Jersey
$1.57M – – –
PFBT
506
Parkside Financial Bank & Trust
Missouri
$1.55M -$3.6K -11 -0.2%
PHS
507
Pekin Hardy Strauss
Illinois
$1.55M -$16.4K -50 -1%
DWT
508
Dorsey & Whitney Trust
South Dakota
$1.55M +$508K +1,553 +53%
NW
509
NewEdge Wealth
Pennsylvania
$1.54M -$215K -656 -13%
ZB
510
Zions Bancorporation
Utah
$1.5M +$442K +1,352 +45%
EWA
511
EP Wealth Advisors
California
$1.5M +$170K +520 +14%
NIG
512
NFJ Investment Group
Texas
$1.5M -$20.6K -63 -1%
SWP
513
Stratos Wealth Partners
Ohio
$1.49M -$207K -632 -13%
NP
514
NorthRock Partners
Minnesota
$1.46M +$75.6K +231 +6%
AI
515
Accredited Investors
Minnesota
$1.45M +$6.87K +21 +0.5%
VWM
516
Venturi Wealth Management
Texas
$1.45M +$125K +382 +10%
HNB
517
Huntington National Bank
Ohio
$1.44M -$19.3K -59 -1%
GT
518
Greenleaf Trust
Michigan
$1.42M +$6.54K +20 +0.5%
RC
519
RBF Capital
California
$1.42M – – –
P
520
&Partners
Tennessee
$1.41M +$391K +1,196 +41%
EIP
521
Ellis Investment Partners
Pennsylvania
$1.41M – – –
PCS
522
Personal CFO Solutions
New Jersey
$1.41M +$70.3K +215 +6%
CNBT
523
Canandaigua National Bank & Trust
New York
$1.41M -$298K -911 -18%
IFU
524
iSAM Funds (UK)
United Kingdom
$1.4M +$1.02M +3,107 +331%
TWC
525
TD Waterhouse Canada
Ontario, Canada
$1.39M -$24.9K -76 -2%
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