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Aon
AON

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
526
Modern Wealth Management
Kansas
$1.49M +$628K +1,947 +76%
LP
527
LMR Partners
United Kingdom
$1.49M +$1.45M +4,490 New
KF
528
Krilogy Financial
Missouri
$1.48M +$795K +2,465 +124%
SC
529
Syon Capital
California
$1.47M -$47.7K -148 -3%
BFO
530
Biltmore Family Office
North Carolina
$1.47M +$58.4K +181 +4%
HNB
531
Huntington National Bank
Ohio
$1.46M +$162K +503 +13%
EFSCE
532
Enterprise Financial Services Corp (EFSC)
Missouri
$1.45M -$11.9K -37 -0.8%
AWA
533
Arkadios Wealth Advisors
Georgia
$1.43M -$8.39K -26 -0.6%
DWM
534
Dynasty Wealth Management
Florida
$1.41M +$89.7K +278 +7%
AFCM
535
Applied Finance Capital Management
Puerto Rico
$1.39M +$1.35M +4,196 New
PCA
536
Pallas Capital Advisors
Massachusetts
$1.39M +$609K +1,889 +82%
PWAM
537
Private Wealth Asset Management
Iowa
$1.39M -$16.1K -50 -1%
WA
538
Waverly Advisors
Alabama
$1.38M -$5.78M -17,911 -81%
PS
539
Principal Securities
Iowa
$1.37M +$262K +811 +24%
CTA
540
Chesley Taft & Associates
Illinois
$1.35M +$2.58K +8 +0.2%
LCM
541
Logan Capital Management
Pennsylvania
$1.35M +$1.31M +4,062 New
WA
542
Waddell & Associates
Tennessee
$1.34M +$798K +2,475 +157%
DWM
543
Diversify Wealth Management
Utah
$1.34M -$318K -985 -21%
DAS
544
Diversify Advisory Services
Utah
$1.34M +$915K +2,837 +352%
VI
545
Vestcor Inc
New Brunswick, Canada
$1.33M – – –
PCS
546
Personal CFO Solutions
New Jersey
$1.32M -$754K -2,338 -37%
BHC
547
Bull Harbor Capital
Maryland
$1.31M +$656K +2,033 +106%
VSQM
548
V-Square Quantitative Management
Illinois
$1.3M +$680K +2,108 +117%
EIP
549
Ellis Investment Partners
Pennsylvania
$1.29M -$323 -1 -0%
MSK
550
Melissa S. Kampmann
$1.29M -$1.11M -3,455 -47%
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