We are live on ! Find out more
AON icon

Aon
AON

Name Holding Trade Value Shares
Change 		Change in
Stake
WW
601
Waterfront Wealth
Kansas
$770K +$11.6K +35 +1%
TAMH
602
Taikang Asset Management (HK)
Hong Kong
$768K +$783K +2,368 New
TAM
603
Trust Asset Management
Texas
$762K – – –
PA
604
Profund Advisors
Maryland
$753K -$42.3K -128 -5%
FFP
605
FourThought Financial Partners
Florida
$751K +$19.2K +58 +3%
HBT
606
Hills Bank & Trust
Iowa
$750K -$2.32K -7 -0.3%
MNBTD
607
Moody National Bank Trust Division
Texas
$748K -$26.5K -80 -3%
SIA
608
SkyView Investment Advisors
New Jersey
$747K +$35.1K +106 +5%
TC
609
Toews Corporation
New Jersey
$746K +$761K +2,300 New
SWM
610
Sendero Wealth Management
Texas
$741K +$46.3K +140 +7%
PSFG
611
Prairie Sky Financial Group
Illinois
$741K – – –
STA
612
Summit Trail Advisors
New York
$735K +$42.3K +128 +6%
MIM
613
Martin Investment Management
Florida
$730K -$7.28K -22 -1%
SW
614
SVB Wealth
Massachusetts
$728K -$35.7K -108 -5%
MM
615
MQS Management
New York
$723K +$738K +2,231 New
NIM
616
NEOS Investment Management
Connecticut
$723K +$738K +2,230 New
WFC
617
Western Financial Corp
California
$722K -$2.98K -9 -0.4%
SPIA
618
Steward Partners Investment Advisory
New York
$721K -$9.26K -28 -1%
JIC
619
Joel Isaacson & Co
New York
$720K – – –
PCM
620
Penserra Capital Management
California
$711K -$296K -896 -29%
CI
621
Cigna Investments
Connecticut
$706K -$93.6K -283 -12%
KFP
622
KB Financial Partners
New Jersey
$702K +$993 +3 +0.1%
BSW
623
Buckingham Strategic Wealth
Missouri
$692K +$426K +1,287 +152%
EF
624
Empowered Funds
Pennsylvania
$688K +$166K +502 +31%
FPAS
625
Focus Partners Advisor Solutions
Missouri
$685K +$35.1K +106 +5%
23 24
25
26 27