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Aon
AON

Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
701
Birch Financial Group
New Hampshire
$660K +$54.1K +155 +9%
PPA
702
Painted Porch Advisors
California
$658K -$106K -305 -14%
WPC
703
Wedmont Private Capital
Pennsylvania
$656K -$62.2K -178 -9%
FB
704
Fulton Bank
Pennsylvania
$655K +$25.1K +72 +4%
BC
705
Barrett & Company
Rhode Island
$650K – – –
JWCA
706
J.W. Cole Advisors
Florida
$648K +$12.2K +35 +2%
DWM
707
Diversify Wealth Management
Utah
$642K -$86.9K -249 -12%
TA
708
Townsend & Associates
Colorado
$640K – – –
WFI
709
West Family Investments
California
$639K -$29.7K -85 -4%
CCA
710
Checchi Capital Advisers
California
$637K -$17.5K -50 -3%
COI
711
Connable Office Inc
Michigan
$636K – – –
MYIA
712
Mount Yale Investment Advisors
Colorado
$635K +$48.5K +139 +8%
YAIA
713
Yanni & Associates Investment Advisors
Pennsylvania
$632K +$626K +1,792 New
SPIA
714
Steward Partners Investment Advisory
New York
$632K -$48.2K -138 -7%
SWP
715
Sagespring Wealth Partners
Tennessee
$629K -$53.1K -152 -8%
WFA
716
Wellspring Financial Advisors
Ohio
$629K +$48.5K +139 +8%
BCV
717
Banque Cantonale Vaudoise
Switzerland
$627K -$79.6K -228 -11%
HIC
718
Hartline Investment Corp
Illinois
$625K -$251K -720 -29%
MMHP
719
Murphy Middleton Hinkle & Parker
Georgia
$624K +$4.26M +12,200 New
WIA
720
Wealthedge Investment Advisors
New York
$623K -$349 -1 -0.1%
VC
721
Vestor Capital
Illinois
$621K +$7.55M +21,613 +1,229%
ACM
722
Aster Capital Management
United Arab Emirates
$618K +$611K +1,751 New
VSQM
723
V-Square Quantitative Management
Illinois
$617K +$611K +1,749 New
HH
724
Hilltop Holdings
Texas
$617K -$17.1K -49 -3%
YC
725
Yarbrough Capital
Tennessee
$616K – – –
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