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Aon
AON

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
551
MAI Capital Management
Ohio
$763K +$13.7K +51 +2%
FWM
552
FFT Wealth Management
Pennsylvania
$747K +$702K +2,615 New
CC
553
Chicago Capital
Illinois
$743K – – –
WPW
554
Waldron Private Wealth
Pennsylvania
$741K +$71.5K +266 +11%
CAG
555
Csenge Advisory Group
Florida
$738K -$10.5K -39 -2%
WP
556
WealthSource Partners
California
$738K -$4.3K -16 -0.6%
OQS
557
Occudo Quantitative Strategies
Florida
$728K +$685K +2,549 New
SXL
558
Summit X LLC
Missouri
$717K +$2.69K +10 +0.4%
HA
559
Harbor Advisors
Florida
$714K – – –
YWP
560
YorkBridge Wealth Partners
New York
$708K -$13.4K -50 -2%
CP
561
Covenant Partners
Tennessee
$701K – – –
AO
562
Advisor OS
Illinois
$695K -$19.3K -72 -3%
WI
563
WrapManager Inc
California
$678K +$237K +882 +59%
AWM
564
Altium Wealth Management
New York
$672K -$18.5K -69 -3%
PRC
565
Pearl River Capital
Michigan
$666K -$1.14M -4,240 -65%
DCM
566
Dupont Capital Management
Delaware
$655K +$616K +2,292 New
ECM
567
Evergreen Capital Management
Washington
$650K +$12.9K +48 +2%
CFSG
568
Community Financial Services Group
Vermont
$647K +$608K +2,263 New
ETC
569
Exchange Traded Concepts
Oklahoma
$645K -$63.9K -238 -10%
TAM
570
Trust Asset Management
Texas
$633K +$39K +145 +7%
JIC
571
Joel Isaacson & Co
New York
$625K +$122K +453 +26%
NSIM
572
North Star Investment Management
Illinois
$624K -$105K -390 -15%
MAFM
573
Mid Atlantic Financial Management
Pennsylvania
$622K -$36K -134 -6%
SIM
574
Sentry Investment Management
Wisconsin
$609K -$83.5K -311 -13%
TA
575
Tectonic Advisors
Texas
$608K – – –
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