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Aon
AON

Name Holding Trade Value Shares
Change 		Change in
Stake
APG
701
Abacus Planning Group
South Carolina
$294K – – –
BCA
702
Berman Capital Advisors
Georgia
$294K +$54.3K +202 +24%
BJL
703
Brighton Jones LLC
Washington
$291K -$17.5K -65 -6%
IIC
704
Integrated Investment Consultants
Michigan
$291K +$23.6K +88 +9%
OBGC
705
O'Brien Greene & Co
Pennsylvania
$289K – – –
AWA
706
Arete Wealth Advisors
Illinois
$289K +$272K +1,011 New
TAM
707
Trillium Asset Management
Massachusetts
$289K +$272K +1,013 New
CPSAC
708
Chas P. Smith & Associates (CPS)
Florida
$286K – – –
CIS
709
Connors Investor Services
Pennsylvania
$286K – – –
FGAM
710
Financial Gravity Asset Management
Texas
$286K – – –
OIA
711
Optimum Investment Advisors
Illinois
$286K – – –
PCMC
712
Paragon Capital Management (Colorado)
Colorado
$286K +$269K +1,000 New
TIA
713
Tiemann Investment Advisors
California
$285K – – –
VBCG
714
Valley Brook Capital Group
Pennsylvania
$285K – – –
LWCFA
715
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$283K -$29.3K -109 -10%
VLKIM
716
Van Lanschot Kempen Investment Management
Netherlands
$281K -$2.32M -8,632 -90%
NPF
717
Norris Perne & French
Michigan
$277K – – –
TCM
718
Tran Capital Management
California
$277K – – –
MAM
719
McLean Asset Management
Virginia
$276K +$232K +863 New
SMC
720
Smith, Moore & Co
Missouri
$275K – – –
PI
721
Putnam Investments
Massachusetts
$273K – – –
IF
722
Intrua Financial
Texas
$273K +$10.5K +39 +5%
CA
723
Cornerstone Advisory
Maryland
$272K – – –
VWM
724
Valley Wealth Managers
New Jersey
$271K +$255K +948 New
CA
725
Clearstead Advisors
Ohio
$269K +$83.3K +310 +49%
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