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Aon
AON

Name Holding Trade Value Shares
Change 		Change in
Stake
HTC
651
Haverford Trust Company
Pennsylvania
$308K -$188K -922 -39%
CT
652
Coastline Trust
Rhode Island
$306K -$5.1K -25 -2%
WS
653
Wedbush Securities
California
$303K +$42.3K +207 +17%
AWE
654
Avidian Wealth Enterprises
Texas
$299K +$612 +3 +0.2%
CG
655
Caprock Group
Idaho
$299K +$25.9K +127 +10%
JWA
656
JFS Wealth Advisors
Pennsylvania
$297K +$10.6K +52 +4%
FMLI
657
Fukoku Mutual Life Insurance
Japan
$296K -$102K -500 -26%
VFA
658
Valeo Financial Advisors
Indiana
$293K +$1.23K +6 +0.4%
MCM
659
Mattern Capital Management
Colorado
$288K – – –
NOI
660
Newton One Investments
Delaware
$282K +$273K +1,335 New
AO
661
Advisor OS
Illinois
$281K -$45.3K -222 -14%
NIM
662
Northeast Investment Management
Massachusetts
$281K – – –
EH
663
Equitable Holdings
New York
$281K +$2.25K +11 +0.8%
MCIA
664
Mountain Capital Investment Advisors
Colorado
$281K +$18.4K +90 +7%
FI
665
FormulaFolio Investments
Michigan
$280K +$271K +1,326 New
TMAM
666
Tokio Marine Asset Management
Japan
$276K +$10K +49 +4%
CS
667
Capital Square
Tennessee
$276K +$267K +1,310 New
SBSB
668
Sullivan, Bruyette, Speros & Blaney
Virginia
$273K +$2.04K +10 +0.8%
MAM
669
Meeder Asset Management
Ohio
$273K +$84.7K +415 +47%
T
670
TRUADVICE
Florida
$270K +$43.1K +211 +19%
TCM
671
Tran Capital Management
California
$269K – – –
BCI
672
Brinker Capital Investments
Pennsylvania
$266K -$8.63M -42,253 -97%
CCA
673
Covey Capital Advisors
Georgia
$266K – – –
RFN
674
RDA Financial Network
Iowa
$264K – – –
CIA
675
Choate Investment Advisors
Massachusetts
$264K +$40.8K +200 +19%
25 26
27
28 29