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Aon
AON

Name Holding Trade Value Shares
Change 		Change in
Stake
FBB
551
Fulton Breakefield Broenniman
Maryland
$323K +$322K +1,670 New
SC
552
Saturna Capital
Washington
$322K – – –
SIM
553
Sadoff Investment Management
Wisconsin
$321K – – –
JWA
554
JFS Wealth Advisors
Pennsylvania
$320K – – –
GT
555
Greenleaf Trust
Michigan
$316K +$18.5K +96 +6%
SMC
556
Smith, Moore & Co
Missouri
$309K -$97.6K -506 -24%
RC
557
RegentAtlantic Capital
New Jersey
$308K -$23.3K -121 -7%
TCOO
558
Trust Company of Oklahoma
Oklahoma
$305K +$61K +316 +25%
CPA
559
Capital Planning Advisors
California
$299K +$298K +1,546 New
THWM
560
Taylor Hoffman Wealth Management
Virginia
$296K – – –
FCI
561
Financial Counselors Inc
Kansas
$295K -$33.8K -175 -10%
DCM
562
Donaldson Capital Management
Indiana
$293K +$292K +1,515 New
SPC
563
Sigma Planning Corp
Michigan
$292K -$23.2K -120 -7%
IWM
564
IHT Wealth Management
Illinois
$292K +$36.1K +187 +14%
CT
565
Chicago Trust
Illinois
$290K – – –
MAM
566
Morse Asset Management
Connecticut
$290K – – –
I
567
IberiaBank
Louisiana
$289K +$47.7K +247 +20%
SFSIG
568
San Francisco Sentry Investment Group
California
$287K +$13.1K +68 +5%
BP
569
Ballentine Partners
Massachusetts
$286K – – –
AAM
570
Advisors Asset Management
Colorado
$282K +$4.25K +22 +2%
PLFAM
571
Pineno Levin & Ford Asset Management
Virginia
$281K – – –
DC
572
Davenport & Co
Virginia
$279K – – –
WJWM
573
Williams Jones Wealth Management
New York
$278K +$277K +1,437 New
SC
574
Savant Capital
Illinois
$276K +$3.86K +20 +1%
HW
575
Hancock Whitney
Mississippi
$275K +$11.2K +58 +4%
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