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Aon
AON

Name Holding Trade Value Shares
Change 		Change in
Stake
EFA
676
Evernest Financial Advisors
Indiana
$797K +$110K +286 +17%
SC
677
Saturna Capital
Washington
$794K – – –
HW
678
Hancock Whitney
Mississippi
$794K +$65.2K +170 +9%
BP
679
Ballentine Partners
Massachusetts
$793K +$34.5K +90 +5%
AF
680
Allworth Financial
California
$793K +$20.3K +53 +3%
BCP
681
Blue Chip Partners
Michigan
$793K – – –
FTWA
682
Fifth Third Wealth Advisors
Ohio
$791K +$25.7K +67 +4%
CI
683
Cigna Investments
Connecticut
$788K -$10.7K -28 -1%
SW
684
Simplicity Wealth
New Jersey
$784K +$505K +1,316 +203%
COI
685
Connable Office Inc
Michigan
$772K -$35.7K -93 -5%
WPC
686
Wedmont Private Capital
Pennsylvania
$770K +$68.6K +179 +10%
BIG
687
Brooklyn Investment Group
New York
$766K +$118K +309 +19%
CIA
688
Capital Investment Advisors
Georgia
$765K +$35.3K +92 +5%
GI
689
GAMMA Investing
California
$762K +$215K +562 +42%
CCA
690
Catalyst Capital Advisors
New York
$761K +$592K +1,544 +425%
RW
691
Rede Wealth
Virginia
$757K – – –
PMFA
692
Plante Moran Financial Advisors
Michigan
$756K – – –
HH
693
Hilltop Holdings
Texas
$754K +$249K +649 +52%
DAS
694
Diversify Advisory Services
Utah
$753K +$517K +1,349 +168%
SIA
695
SkyView Investment Advisors
New Jersey
$752K +$33.4K +87 +5%
PCIA
696
Prime Capital Investment Advisors
Kansas
$742K +$96.2K +251 +16%
PWM
697
Perigon Wealth Management
California
$738K +$29.1K +76 +4%
BC
698
Barrett & Company
Rhode Island
$736K – – –
UB
699
UMB Bank
Missouri
$731K +$4.22K +11 +0.6%
P
700
Pitcairn
Pennsylvania
$729K -$36.4K -95 -5%
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