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Aon
AON

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
551
Endurance Wealth Management
Rhode Island
$33K – – –
JAM
552
Jolley Asset Management
North Carolina
$25K – – –
OC
553
Oakworth Capital
Alabama
$24K – – –
TDC
554
Thompson Davis & Co
Virginia
$24K +$2.37K +17 +11%
FMA
555
FNY Managed Accounts
New York
$23K +$22.3K +160 New
PCP
556
Proficio Capital Partners
Massachusetts
$22K – – –
ZB
557
Zions Bancorporation
Utah
$22K +$19.4K +139 +1,069%
PI
558
PineBridge Investments
New York
$21K -$7.43M -53,231 -100%
EFSCE
559
Enterprise Financial Services Corp (EFSC)
Missouri
$20K – – –
ASN
560
Advisory Services Network
Georgia
$18K -$5.72K -41 -25%
MWM
561
Mascoma Wealth Management
New Hampshire
$15K – – –
WA
562
Winfield Associates
Ohio
$14K – – –
CTC
563
Central Trust Company
Missouri
$13K -$1.12K -8 -8%
FANJ
564
Financial Architects (New Jersey)
New Jersey
$12K – – –
SIAS
565
Shine Investment Advisory Services
Colorado
$12K – – –
FAM
566
Fred Alger Management
New York
$12K +$5.02K +36 +77%
SWA
567
Sutton Wealth Advisors
Florida
$11.1K – – –
GT
568
Greenleaf Trust
Michigan
$11K +$10.9K +78 New
SGAM
569
Smith Group Asset Management
Texas
$10K -$54.4K -390 -85%
RFA
570
Reilly Financial Advisors
California
$9K – – –
TFO
571
Tarbox Family Office
California
$7K +$1.81K +13 +37%
CIR
572
Clear Investment Research
Georgia
$6K – – –
HIM
573
Hillsdale Investment Management
Ontario, Canada
$6K +$5.58K +40 New
WIM
574
Westside Investment Management
California
$5.01K – – –
NFG
575
Next Financial Group
Texas
$5K -$96.3K -690 -95%
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