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Aon
AON

Name Holding Trade Value Shares
Change 		Change in
Stake
FPAS
576
Focus Partners Advisor Solutions
Missouri
$578K +$31.9K +113 +6%
WFC
577
Western Financial Corp
California
$572K +$109K +386 +22%
TA
578
Tectonic Advisors
Texas
$570K – – –
JIC
579
Joel Isaacson & Co
New York
$568K – – –
BPA
580
Beacon Pointe Advisors
California
$568K +$141K +498 +31%
DS
581
DRW Securities
Illinois
$568K +$198K +702 +50%
ASN
582
Advisory Services Network
Georgia
$567K +$2.26K +8 +0.4%
VCM
583
Vigilant Capital Management
Maine
$565K – – –
MC
584
Machina Capital
France
$563K +$594K +2,101 New
NSIM
585
North Star Investment Management
Illinois
$558K – – –
KPW
586
Kore Private Wealth
New York
$555K -$1.41K -5 -0.2%
KFP
587
KB Financial Partners
New Jersey
$549K +$110K +389 +23%
WI
588
WrapManager Inc
California
$548K -$61.3K -217 -10%
RI
589
Ridgewood Investments
New Jersey
$547K – – –
SIA
590
SkyView Investment Advisors
New Jersey
$547K +$97.8K +346 +20%
STA
591
Summit Trail Advisors
New York
$546K +$50.3K +178 +10%
FMAEN1
592
Fund Management at Engine No 1
California
$543K -$32.8K -116 -5%
DAS
593
Dynamic Advisor Solutions
Arizona
$543K – – –
PWPS
594
Pinnacle Wealth Planning Services
Ohio
$543K +$18.9K +67 +3%
APA
595
American Portfolios Advisors
New York
$537K -$32.8K -116 -5%
TIM
596
Thompson Investment Management
Wisconsin
$536K – – –
PFM
597
Parsec Financial Management
North Carolina
$532K – – –
GFP
598
Gryphon Financial Partners
Ohio
$530K -$55.4K -196 -9%
FCH
599
Freestone Capital Holdings
Washington
$523K -$385K -1,361 -41%
FHB
600
First Hawaiian Bank
Hawaii
$520K -$12.2K -43 -2%
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