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Aon
AON

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
651
SeaCrest Wealth Management
New York
$377K +$5.94K +21 +2%
HH
652
Hilltop Holdings
Texas
$376K -$6.5K -23 -2%
AWE
653
Avidian Wealth Enterprises
Texas
$376K -$283 -1 -0.1%
BIM
654
Baldwin Investment Management
Pennsylvania
$375K -$28.3K -100 -7%
SFA
655
Sequoia Financial Advisors
Ohio
$370K -$134K -473 -26%
TPWM
656
Twelve Points Wealth Management
Massachusetts
$365K +$56.5K +200 +17%
THWM
657
Taylor Hoffman Wealth Management
Virginia
$362K -$42.4K -150 -10%
WFI
658
West Family Investments
California
$362K +$3.39K +12 +0.9%
IA
659
IFP Advisors
Florida
$362K +$131K +465 +28%
WTC
660
WhitTier Trust Company
Nevada
$362K +$323K +1,143 +547%
LJAC
661
L.J. Altfest & Co
New York
$361K – – –
SCM
662
Shelton Capital Management
Colorado
$359K -$26K -92 -6%
NOI
663
Newton One Investments
Delaware
$358K – – –
HWM
664
HB Wealth Management
Georgia
$358K +$100K +354 +36%
WPC
665
Wedmont Private Capital
Pennsylvania
$358K +$377K +1,335 New
BCM
666
Brookstone Capital Management
Illinois
$356K +$5.09K +18 +1%
FAIM
667
Financial Advocates Investment Management
Washington
$355K -$25.4K -90 -6%
TCM
668
Teza Capital Management
Illinois
$352K +$371K +1,313 New
AFP
669
Ausdal Financial Partners
Iowa
$351K +$12.7K +45 +4%
VFA
670
Valeo Financial Advisors
Indiana
$350K -$80.6K -285 -18%
JWA
671
JFS Wealth Advisors
Pennsylvania
$350K +$1.13K +4 +0.3%
FPCP
672
Fort Point Capital Partners
California
$350K +$43.3K +153 +13%
NPF
673
Norris Perne & French
Michigan
$340K – – –
ECM
674
Everence Capital Management
Indiana
$338K +$356K +1,260 New
E
675
Ergoteles
New York
$336K +$355K +1,256 New
25 26
27
28 29