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Aon
AON

Name Holding Trade Value Shares
Change 		Change in
Stake
ML
551
McAdam LLC
Pennsylvania
$580K – – –
AIA
552
Alera Investment Advisors
Illinois
$568K +$1.02K +5 +0.2%
YWP
553
YorkBridge Wealth Partners
New York
$567K – – –
CQS
554
Credential Qtrade Securities
$558K +$30.2K +148 +6%
BHTS
555
Bar Harbor Trust Services
Maine
$555K -$18.4K -90 -3%
SWP
556
Stratos Wealth Partners
Ohio
$555K -$8.17K -40 -2%
SCA
557
Snowden Capital Advisors
New York
$555K +$250K +1,224 +87%
IAN
558
Integrated Advisors Network
Texas
$552K +$3.88K +19 +0.7%
CC
559
Chicago Capital
Illinois
$549K – – –
AWM
560
Altium Wealth Management
New York
$539K +$5.72K +28 +1%
CAM
561
Cozad Asset Management
Illinois
$534K – – –
HA
562
Harbor Advisors
Florida
$528K – – –
MAFM
563
Mid Atlantic Financial Management
Pennsylvania
$527K -$9.19K -45 -2%
NFG
564
Nations Financial Group
Iowa
$523K +$1.84K +9 +0.4%
TA
565
Tectonic Advisors
Texas
$523K +$506K +2,476 New
SXL
566
Summit X LLC
Missouri
$521K +$507K +2,481 New
BS
567
Bessemer Securities
New York
$518K – – –
FFG
568
Fortem Financial Group
California
$512K +$81.3K +398 +20%
CG
569
Colony Group
Massachusetts
$506K +$216K +1,057 +79%
MCM
570
MAI Capital Management
Ohio
$497K +$16.7K +82 +4%
CWM
571
Chesapeake Wealth Management
Virginia
$492K +$10.4K +51 +2%
PPCM
572
Pillar Pacific Capital Management
California
$486K – – –
DCM
573
Donaldson Capital Management
Indiana
$485K -$55.9K -274 -11%
NSIM
574
North Star Investment Management
Illinois
$484K -$40.8K -200 -8%
EF
575
Empowered Funds
Pennsylvania
$479K +$462K +2,265 New
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