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Aon
AON

Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
601
ExodusPoint Capital Management
New York
$677K -$2.03M -6,239 -76%
S
602
SignatureFD
Georgia
$676K +$8.12K +25 +1%
ASN
603
Advisory Services Network
Georgia
$673K -$8.12K -25 -1%
PMFA
604
Plante Moran Financial Advisors
Michigan
$667K – – –
FBFS
605
First Business Financial Services
Wisconsin
$663K – – –
RW
606
Rede Wealth
Virginia
$655K – – –
JFG
607
Jefferies Financial Group
New York
$653K -$12.9M -39,811 -95%
CIA
608
Capital Investment Advisors
Georgia
$648K -$1.3K -4 -0.2%
WP
609
WMS Partners
Maryland
$647K +$325 +1 +0.1%
PWPS
610
Pinnacle Wealth Planning Services
Ohio
$646K -$34.7K -107 -5%
KWM
611
KFG Wealth Management
Indiana
$645K -$130K -400 -18%
SAG
612
SageView Advisory Group
California
$633K +$81.5K +251 +16%
BP
613
Ballentine Partners
Massachusetts
$631K +$30.9K +95 +5%
AWAU
614
Alliance Wealth Advisors (Utah)
Utah
$628K +$26K +80 +5%
WTC
615
WhitTier Trust Company
Nevada
$624K +$10.1K +31 +2%
LF
616
Lantz Financial
Illinois
$619K +$3.25K +10 +0.6%
WPC
617
Wedmont Private Capital
Pennsylvania
$615K +$30.2K +93 +5%
LAM
618
Lountzis Asset Management
Pennsylvania
$612K – – –
PFS
619
Prospera Financial Services
Texas
$603K +$6.82K +21 +1%
YC
620
Yarbrough Capital
Tennessee
$603K – – –
HI
621
Hudock Inc
Pennsylvania
$600K +$219K +675 +63%
HFAS
622
Hummer Financial Advisory Services
Illinois
$598K -$455K -1,400 -45%
MCM
623
MAI Capital Management
Ohio
$592K +$84.4K +260 +18%
BTWM
624
Baker Tilly Wealth Management
Wisconsin
$591K +$12K +37 +2%
GWM
625
Gitterman Wealth Management
New Jersey
$590K +$259K +798 +88%
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