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Aon
AON

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
576
Sendero Wealth Management
Texas
$839K +$191K +597 +26%
VWM
577
Venturi Wealth Management
Texas
$836K -$23K -72 -2%
PA
578
PFW Advisors
Georgia
$835K -$73K -228 -7%
NIM
579
NEOS Investment Management
Connecticut
$828K +$197K +614 +28%
PAS
580
Park Avenue Securities
New York
$827K -$145K -453 -14%
AIA
581
Armor Investment Advisors
North Carolina
$813K +$2.24K +7 +0.3%
ML
582
McAdam LLC
Pennsylvania
$806K -$38.7K -121 -4%
AAM
583
Advisors Asset Management
Colorado
$801K -$78.4K -245 -8%
AAM
584
Auxier Asset Management
Oregon
$798K -$33.6K -105 -4%
HWMA
585
Heritage Wealth Management (Arizona)
Arizona
$796K +$876K +2,736 New
PA
586
Profund Advisors
Maryland
$785K +$120K +376 +16%
NP
587
Nilsine Partners
Colorado
$783K -$468K -1,462 -35%
CG
588
Caprock Group
Idaho
$782K -$79.7K -249 -8%
EAM
589
Empirical Asset Management
Massachusetts
$781K +$301K +939 +54%
AIA
590
Alera Investment Advisors
Illinois
$776K -$640 -2 -0.1%
CCA
591
Checchi Capital Advisers
California
$774K +$5.44K +17 +0.6%
MFGM
592
Marshall Financial Group (Maryland)
Maryland
$767K +$843K +2,634 New
TSWM
593
Tyler-Stone Wealth Management
Ohio
$762K – – –
CWM
594
Connecticut Wealth Management
Connecticut
$756K +$236K +736 +40%
MMA
595
Miracle Mile Advisors
California
$753K -$161K -502 -16%
BCWM
596
Bartlett & Co Wealth Management
Ohio
$752K – – –
DADC
597
D.A. Davidson & Co
Montana
$752K – – –
BC
598
Bartlett & Co
Ohio
$752K – – –
QCG
599
Quadrant Capital Group
Ohio
$752K -$21.1K -66 -2%
MCM
600
MAI Capital Management
Ohio
$749K +$255K +797 +45%
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