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Aon
AON

Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
551
Venturi Wealth Management
Texas
$1.23M -$60.9K -168 -5%
AAB
552
ABN AMRO Bank
Netherlands
$1.22M – – –
BCV
553
Banque Cantonale Vaudoise
Switzerland
$1.22M -$1.74M -4,815 -59%
LGF
554
LGT Group Foundation
Liechtenstein
$1.21M – – –
BPCE
555
Bank Pictet & Cie (Europe)
Germany
$1.21M -$15.9M -43,989 -93%
WIA
556
World Investment Advisors
California
$1.2M +$100K +276 +9%
DWT
557
Dorsey & Whitney Trust
South Dakota
$1.19M -$115K -317 -9%
PTC
558
Private Trust Company
Ohio
$1.19M -$60.9K -168 -5%
MIM
559
Morningstar Investment Management
Illinois
$1.18M +$1.2M +3,301 New
BPA
560
Beacon Pointe Advisors
California
$1.18M -$201K -554 -14%
DSC
561
Duncker Streett & Co
Missouri
$1.17M – – –
LWAM
562
Legacy Wealth Asset Management
Minnesota
$1.16M +$12K +33 +1%
MCM
563
Mattern Capital Management
Colorado
$1.15M +$130K +358 +12%
PF
564
Phoenix Financial
Israel
$1.15M +$1.14M +3,143 New
ET
565
Entropy Technologies
New York
$1.15M +$663K +1,830 +131%
CFM
566
Comprehensive Financial Management
California
$1.14M +$1.16M +3,197 New
FRA
567
Frank Rimerman Advisors
California
$1.12M -$91.3K -252 -7%
MHIC
568
Marble Harbor Investment Counsel
Massachusetts
$1.11M – – –
HW
569
Hancock Whitney
Mississippi
$1.11M +$410K +1,131 +57%
USCWA
570
U.S. Capital Wealth Advisors
Texas
$1.11M +$10.1K +28 +0.9%
CC
571
Citrine Capital
California
$1.11M – – –
CWP
572
Curated Wealth Partners
California
$1.1M +$164K +453 +17%
TA
573
Tectonic Advisors
Texas
$1.09M +$41.7K +115 +4%
MC
574
Machina Capital
France
$1.08M -$2.8M -7,737 -72%
AMCA
575
Arthur M. Cohen & Associates
Illinois
$1.08M -$127K -350 -10%
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