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Aon
AON

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
626
Chicago Capital
Illinois
$655K -$104K -325 -13%
WFC
627
Western Financial Corp
California
$651K +$2.88K +9 +0.4%
SPIA
628
Steward Partners Investment Advisory
New York
$648K +$1.28K +4 +0.2%
JIC
629
Joel Isaacson & Co
New York
$646K – – –
IFU
630
iSAM Funds (UK)
United Kingdom
$642K -$553K -1,728 -44%
HBT
631
Hills Bank & Trust
Iowa
$640K -$36.5K -114 -5%
TA
632
Townsend & Associates
Colorado
$629K -$9.28K -29 -1%
FFA
633
Founders Financial Alliance
North Carolina
$629K +$691K +2,160 New
VFA
634
Valeo Financial Advisors
Indiana
$627K -$88K -275 -11%
S
635
SignatureFD
Georgia
$625K +$12.2K +38 +2%
SAG
636
SageView Advisory Group
California
$625K +$670K +2,092 New
UWS
637
Unique Wealth Strategies
Illinois
$621K +$683K +2,134 New
CI
638
Cigna Investments
Connecticut
$621K -$13.8K -43 -2%
TSS
639
Two Sigma Securities
New York
$608K +$669K +2,089 New
RCM
640
Radnor Capital Management
Pennsylvania
$603K +$134K +420 +25%
MWM
641
Modera Wealth Management
New Jersey
$600K +$5.12K +16 +0.8%
RI
642
Ridgewood Investments
New Jersey
$594K – – –
BP
643
Ballentine Partners
Massachusetts
$589K +$49.9K +156 +8%
KCM
644
Kathmere Capital Management
Pennsylvania
$586K +$190K +595 +42%
UB
645
UMB Bank
Missouri
$585K +$12.8K +40 +2%
TIM
646
Thompson Investment Management
Wisconsin
$582K – – –
SC
647
Saturna Capital
Washington
$579K +$104K +325 +20%
KPWS
648
Kestra Private Wealth Services
Texas
$574K +$237K +739 +60%
PMFA
649
Plante Moran Financial Advisors
Michigan
$566K -$640 -2 -0.1%
LSAG
650
Lake Street Advisors Group
New Hampshire
$566K +$622K +1,944 New
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26
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