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Aon
AON

Name Holding Trade Value Shares
Change 		Change in
Stake
SA
601
SRN Advisors
Pennsylvania
$745K -$7.04K -22 -0.9%
SW
602
SVB Wealth
Massachusetts
$745K +$101K +314 +14%
ZB
603
Zions Bancorporation
Utah
$744K -$89.3K -279 -10%
HWM
604
HB Wealth Management
Georgia
$741K -$68.5K -214 -8%
WW
605
Waterfront Wealth
Kansas
$739K +$26.6K +83 +3%
DAS
606
Dynamic Advisor Solutions
Arizona
$739K +$45.8K +143 +6%
BSB
607
Bangor Savings Bank
Maine
$728K – – –
HA
608
Harbor Advisors
Florida
$728K – – –
EF
609
Empowered Funds
Pennsylvania
$723K +$116K +362 +17%
CG
610
Cutler Group
California
$719K -$694K -2,169 -47%
SIM
611
Sentry Investment Management
Wisconsin
$716K +$412K +1,288 +110%
CP
612
Covenant Partners
Tennessee
$714K -$126K -393 -14%
TFS
613
Thoroughbred Financial Services
Tennessee
$713K -$19.2K -60 -2%
MGIA
614
Moneta Group Investment Advisors
Missouri
$710K -$22.1K -69 -3%
TPI
615
Trust Point Inc
Wisconsin
$709K +$780K +2,436 New
PPA
616
Painted Porch Advisors
California
$698K +$767K +2,397 New
FA
617
FDx Advisors
Illinois
$689K -$153K -477 -17%
CCA
618
Criterion Capital Advisors
Tennessee
$686K +$754K +2,357 New
TAM
619
Trust Asset Management
Texas
$684K – – –
PA
620
Parallel Advisors
California
$675K -$41K -128 -5%
CA
621
Cetera Advisors
Colorado
$672K -$34.9K -109 -5%
CT
622
Coastline Trust
Rhode Island
$667K -$166K -518 -18%
PSFG
623
Prairie Sky Financial Group
Illinois
$665K – – –
FFP
624
FourThought Financial Partners
Florida
$663K -$11.5K -36 -2%
BSW
625
Buckingham Strategic Wealth
Missouri
$661K +$42.9K +134 +6%
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