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Aon
AON

Name Holding Trade Value Shares
Change 		Change in
Stake
FFP
576
FourThought Financial Partners
Florida
$779K -$63.7K -196 -8%
PP
577
Paloma Partners
Connecticut
$779K +$733K +2,256 New
UB
578
UMB Bank
Missouri
$777K -$30.5K -94 -4%
SPIA
579
Steward Partners Investment Advisory
New York
$777K – – –
ZB
580
Zions Bancorporation
Utah
$775K +$39.6K +122 +6%
WFC
581
Western Financial Corp
California
$772K – – –
JIC
582
Joel Isaacson & Co
New York
$766K – – –
SIA
583
SkyView Investment Advisors
New Jersey
$759K +$26.3K +81 +4%
HIC
584
Hartline Investment Corp
Illinois
$752K +$708K +2,179 New
TPA
585
Trivium Point Advisory
Connecticut
$750K -$4.87K -15 -0.7%
KFP
586
KB Financial Partners
New Jersey
$746K +$16.2K +50 +2%
SWM
587
Sendero Wealth Management
Texas
$741K -$699K -2,152 -50%
STA
588
Summit Trail Advisors
New York
$739K +$53.6K +165 +8%
DAS
589
Dynamic Advisor Solutions
Arizona
$731K -$52K -160 -7%
TA
590
Townsend & Associates
Colorado
$720K +$157K +483 +30%
BS
591
Bessemer Securities
New York
$716K -$763K -2,350 -53%
RI
592
Ridgewood Investments
New Jersey
$705K – – –
VFA
593
Valeo Financial Advisors
Indiana
$704K -$82.2K -253 -11%
BRC
594
Bishop Rock Capital
New York
$697K -$704K -2,167 -52%
AIM
595
Aigen Investment Management
New York
$697K +$655K +2,018 New
FPAS
596
Focus Partners Advisor Solutions
Missouri
$692K -$24.4K -75 -4%
VCM
597
Vigilant Capital Management
Maine
$692K – – –
TIM
598
Thompson Investment Management
Wisconsin
$690K – – –
MWM
599
Modera Wealth Management
New Jersey
$685K +$645K +1,985 New
HWM
600
HB Wealth Management
Georgia
$681K +$47.1K +145 +8%
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