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Aon
AON

Name Holding Trade Value Shares
Change 		Change in
Stake
NAM
501
NorthCrest Asset Manangement
Minnesota
$1.66M – – –
PFBT
502
Parkside Financial Bank & Trust
Missouri
$1.65M +$43.8K +119 +3%
EFSCE
503
Enterprise Financial Services Corp (EFSC)
Missouri
$1.64M -$2.57K -7 -0.2%
NONA
504
Ninety One North America
New York
$1.63M -$219K -596 -12%
SWM
505
Sendero Wealth Management
Texas
$1.63M – – –
CA
506
Clune & Associates
Illinois
$1.61M +$1.65M +4,483 New
NW
507
NewEdge Wealth
Pennsylvania
$1.6M +$9.19K +25 +0.6%
VAS
508
Vestmark Advisory Solutions
Massachusetts
$1.58M +$1.09M +2,952 +203%
GG
509
Greenwood Gearhart
Arkansas
$1.58M -$122K -332 -7%
GCP
510
GSA Capital Partners
United Kingdom
$1.57M +$725K +1,973 +82%
LCM
511
Logan Capital Management
Pennsylvania
$1.55M -$367K -997 -19%
NIG
512
NFJ Investment Group
Texas
$1.54M -$15.4K -42 -1%
MWM
513
Mission Wealth Management
California
$1.54M -$113K -308 -7%
HNB
514
Huntington National Bank
Ohio
$1.54M +$41.9K +114 +3%
CWM
515
Congress Wealth Management
Massachusetts
$1.53M -$1.2M -3,257 -43%
OFG
516
Oxford Financial Group
Indiana
$1.51M -$1.6M -4,361 -51%
AI
517
Accredited Investors
Minnesota
$1.5M -$7.72K -21 -0.5%
EIP
518
Ellis Investment Partners
Pennsylvania
$1.46M – – –
GC
519
Guggenheim Capital
Illinois
$1.45M -$213K -579 -13%
DWM
520
Dynasty Wealth Management
Florida
$1.45M +$123K +334 +9%
EWA
521
EP Wealth Advisors
California
$1.45M -$115K -313 -7%
MAS
522
Meeder Advisory Services
Ohio
$1.44M +$23.5K +64 +2%
BBHC
523
Brown Brothers Harriman & Co
New York
$1.44M -$4.09M -11,135 -73%
GBA
524
Garrison Bradford & Associates
New York
$1.44M – – –
TWC
525
TD Waterhouse Canada
Ontario, Canada
$1.43M +$3.68K +10 +0.3%
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