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Aon
AON

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
601
Chicago Trust
Illinois
$770K -$530K -1,708 -43%
PSFG
602
Prairie Sky Financial Group
Illinois
$763K – – –
CC
603
Chicago Capital
Illinois
$751K – – –
FPAS
604
Focus Partners Advisor Solutions
Missouri
$751K -$326K -1,051 -32%
CCA
605
Checchi Capital Advisers
California
$749K -$128K -413 -16%
BSW
606
Buckingham Strategic Wealth
Missouri
$741K -$15.2K -49 -2%
JIC
607
Joel Isaacson & Co
New York
$741K – – –
JF
608
Jump Financial
Illinois
$731K -$9.56M -30,830 -93%
KCM
609
Kathmere Capital Management
Pennsylvania
$730K +$53.6K +173 +9%
STA
610
Summit Trail Advisors
New York
$723K +$80K +258 +14%
HBT
611
Hills Bank & Trust
Iowa
$720K -$12.4K -40 -2%
FFA
612
Founders Financial Alliance
North Carolina
$720K -$1.24K -4 -0.2%
AWAU
613
Alliance Wealth Advisors (Utah)
Utah
$718K +$78.1K +252 +13%
MCM
614
Mattern Capital Management
Colorado
$714K +$301K +971 +83%
CI
615
Cigna Investments
Connecticut
$704K -$6.82K -22 -1%
IGAM
616
iA Global Asset Management
Quebec, Canada
$703K -$1.82M -5,863 -74%
BP
617
Ballentine Partners
Massachusetts
$701K +$24.2K +78 +4%
SVWAG
618
Sound View Wealth Advisors Group
Georgia
$700K -$420K -1,356 -39%
MWM
619
Modera Wealth Management
New Jersey
$698K +$9.92K +32 +2%
KPWS
620
Kestra Private Wealth Services
Texas
$695K +$33.8K +109 +6%
DA
621
Duality Advisers
Florida
$693K -$1.77M -5,699 -73%
WW
622
Waterfront Wealth
Kansas
$691K -$7.13K -23 -0.9%
ETC
623
Exchange Traded Concepts
Oklahoma
$687K +$586K +1,891 +1,126%
WI
624
WBI Investments
New Jersey
$686K +$638K +2,057 New
RI
625
Ridgewood Investments
New Jersey
$681K – – –
23 24
25
26 27