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Aon
AON

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
626
Capital Investment Advisors
Georgia
$593K -$6.81K -22 -1%
WP
627
WMS Partners
Maryland
$590K – – –
SFO
628
Stokes Family Office
Louisiana
$589K +$255K +825 +79%
NWMG
629
National Wealth Management Group
Ohio
$586K +$539K +1,742 New
HWM
630
HB Wealth Management
Georgia
$576K +$23.8K +77 +4%
CI
631
Conning Inc
Connecticut
$569K -$27.9K -90 -5%
TWC
632
TD Waterhouse Canada
Ontario, Canada
$566K -$5.88K -19 -1%
LF
633
Lantz Financial
Illinois
$562K -$31K -100 -5%
WI
634
WrapManager Inc
California
$561K -$26.3K -85 -5%
WTC
635
WhitTier Trust Company
Nevada
$560K -$5.88K -19 -1%
WPC
636
Wedmont Private Capital
Pennsylvania
$555K +$112K +361 +26%
HC
637
Henshaw Capital
Massachusetts
$553K -$48.3K -156 -8%
YC
638
Yarbrough Capital
Tennessee
$550K – – –
FCH
639
Freestone Capital Holdings
Washington
$550K -$27.5K -89 -5%
AWAU
640
Alliance Wealth Advisors (Utah)
Utah
$548K -$174K -562 -24%
GRP
641
Global Retirement Partners
California
$547K +$104K +335 +24%
BP
642
Ballentine Partners
Massachusetts
$546K +$200K +647 +60%
CA
643
Crane Advisory
California
$546K -$19.5K -63 -4%
PFS
644
Prospera Financial Services
Texas
$545K – – –
S
645
SimplyRich
California
$539K – – –
WS
646
Wedbush Securities
California
$537K -$3.71K -12 -0.7%
QIM
647
Quantitative Investment Management
Virginia
$535K +$526K +1,698 New
KA
648
Kintegral Advisory
New York
$535K -$28.2K -91 -5%
NSIM
649
North Star Investment Management
Illinois
$532K -$124K -399 -19%
NCMW
650
Northern Capital Management (Washington)
Washington
$532K – – –
24 25
26
27 28