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Aon
AON

Name Holding Trade Value Shares
Change 		Change in
Stake
DGAM
576
Desjardins Global Asset Management
Quebec, Canada
$898K -$318K -962 -26%
HWM
577
HB Wealth Management
Georgia
$895K +$260K +787 +40%
SC
578
Syon Capital
California
$875K +$893K +2,699 New
SEC
579
Seven Eight Capital
New York
$866K -$406K -1,227 -31%
AIA
580
Alera Investment Advisors
Illinois
$865K +$20.5K +62 +2%
QCG
581
Quadrant Capital Group
Ohio
$859K +$17.5K +53 +2%
CCA
582
Checchi Capital Advisers
California
$856K -$165K -500 -16%
TSWM
583
Tyler-Stone Wealth Management
Ohio
$849K – – –
EP
584
Edgestream Partners
New Jersey
$844K +$861K +2,603 New
BC
585
Bartlett & Co
Ohio
$843K – – –
BCWM
586
Bartlett & Co Wealth Management
Ohio
$843K – – –
RC
587
Roundview Capital
New Jersey
$842K +$5.62K +17 +0.7%
DADC
588
D.A. Davidson & Co
Montana
$838K +$38.4K +116 +5%
SA
589
SRN Advisors
Pennsylvania
$837K +$16.5K +50 +2%
CC
590
Chicago Capital
Illinois
$835K – – –
PL
591
Perpetual Ltd
Australia
$815K -$674K -2,037 -45%
TFS
592
Thoroughbred Financial Services
Tennessee
$814K +$831K +2,511 New
MGIA
593
Moneta Group Investment Advisors
Missouri
$813K -$31.1K -94 -4%
BSB
594
Bangor Savings Bank
Maine
$812K -$33.1K -100 -4%
HA
595
Harbor Advisors
Florida
$811K – – –
ACM
596
Aquatic Capital Management
Illinois
$804K +$821K +2,480 New
PA
597
Parallel Advisors
California
$793K +$2.32K +7 +0.3%
VFA
598
Valeo Financial Advisors
Indiana
$788K +$129K +390 +19%
CA
599
Cetera Advisors
Colorado
$784K -$50.6K -153 -6%
DAS
600
Dynamic Advisor Solutions
Arizona
$781K +$96.3K +291 +14%
22 23
24
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