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Aon
AON

Name Holding Trade Value Shares
Change 		Change in
Stake
PWPS
701
Pinnacle Wealth Planning Services
Ohio
$478K -$68.3K -231 -12%
PFPT
702
Pinnacle Financial Partners (Tennessee)
Tennessee
$473K +$476K +1,611 New
PWG
703
Portside Wealth Group
Utah
$472K -$53.2K -180 -10%
AWA
704
Arete Wealth Advisors
Illinois
$466K +$470K +1,591 New
GHAM
705
Gilman Hill Asset Management
Connecticut
$463K +$467K +1,578 New
BFM
706
Boothbay Fund Management
New York
$461K -$391K -1,321 -46%
SWA
707
Stratos Wealth Advisors
Ohio
$460K +$463K +1,565 New
EFA
708
Evernest Financial Advisors
Indiana
$457K +$105K +355 +30%
AWM
709
AE Wealth Management
Kansas
$456K +$82.2K +278 +22%
SW
710
SVB Wealth
Massachusetts
$450K -$287K -971 -39%
FCH
711
Freestone Capital Holdings
Washington
$449K +$10.3K +35 +2%
JHP
712
James Hambro & Partners
United Kingdom
$446K -$70.3M -237,839 -99%
AWE
713
Avidian Wealth Enterprises
Texas
$446K +$17.7K +60 +4%
GCC
714
Game Creek Capital
Massachusetts
$440K -$148K -500 -25%
TA
715
Tectonic Advisors
Texas
$439K – – –
PCIA
716
Prime Capital Investment Advisors
Kansas
$439K -$36.4K -123 -8%
SMA
717
Sage Mountain Advisors
Georgia
$434K +$34.6K +117 +9%
IA
718
IFG Advisors
Missouri
$430K – – –
VA
719
Vident Advisory
Georgia
$430K -$19.3M -65,155 -98%
GIM
720
Goelzer Investment Management
Indiana
$429K -$7.69K -26 -2%
MW
721
MBL Wealth
North Carolina
$428K +$431K +1,457 New
NRS
722
Neville Rodie & Shaw
New York
$426K – – –
BIG
723
Brooklyn Investment Group
New York
$424K – – –
SIG
724
Sargent Investment Group
Maryland
$424K +$427K +1,444 New
NWMG
725
National Wealth Management Group
Ohio
$421K +$424K +1,434 New
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