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Aon
AON

Name Holding Trade Value Shares
Change 		Change in
Stake
GHAM
701
Gilman Hill Asset Management
Connecticut
$546K – – –
PCIA
702
Prime Capital Investment Advisors
Kansas
$545K +$26.2K +80 +5%
GA
703
Geller Advisors
New York
$540K +$85.1K +260 +20%
AWE
704
Avidian Wealth Enterprises
Texas
$537K +$11.1K +34 +2%
FCH
705
Freestone Capital Holdings
Washington
$532K +$2.62K +8 +0.5%
JFGIW
706
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$525K +$388K +1,187 +361%
GCC
707
Game Creek Capital
Massachusetts
$519K – – –
TA
708
Tectonic Advisors
Texas
$518K – – –
MS
709
Maven Securities
Jersey
$517K +$489K +1,494 New
PFPT
710
Pinnacle Financial Partners (Tennessee)
Tennessee
$516K -$39.3K -120 -7%
WFI
711
West Family Investments
California
$514K +$45.1K +138 +10%
FPCP
712
Fort Point Capital Partners
California
$512K +$28.8K +88 +6%
AWA
713
Arete Wealth Advisors
Illinois
$512K -$36K -110 -7%
MW
714
MBL Wealth
North Carolina
$509K +$4.91K +15 +1%
IA
715
IFG Advisors
Missouri
$507K – – –
VPI
716
Value Partners Investments
Manitoba, Canada
$505K +$54.6K +167 +13%
VAS
717
Vestmark Advisory Solutions
Massachusetts
$503K -$96.2K -294 -17%
NRS
718
Neville Rodie & Shaw
New York
$502K – – –
CAG
719
Csenge Advisory Group
Florida
$501K +$197K +601 +74%
GIM
720
Goelzer Investment Management
Indiana
$500K -$4.91K -15 -1%
AFO
721
Arrowroot Family Office
California
$500K +$21.3K +65 +5%
MFG
722
Merit Financial Group
Georgia
$490K -$1.6M -4,885 -78%
NO
723
Ninety One
South Africa
$488K – – –
BIM
724
Baldwin Investment Management
Pennsylvania
$484K – – –
EP
725
Edgestream Partners
New Jersey
$484K +$185K +566 +68%
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