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Aon
AON

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
701
Profund Advisors
Maryland
$596K -$129K -387 -17%
BC
702
Barrett & Company
Rhode Island
$595K – – –
EW
703
Evoke Wealth
California
$593K +$610K +1,835 New
TSS
704
Two Sigma Securities
New York
$590K +$92.4K +278 +18%
BCM
705
Brookstone Capital Management
Illinois
$589K -$179K -538 -23%
LJAC
706
L.J. Altfest & Co
New York
$588K -$943K -2,837 -61%
IFU
707
iSAM Funds (UK)
United Kingdom
$588K +$606K +1,822 New
SOW
708
State of Wyoming
Wyoming
$586K -$60.2K -181 -9%
MYAM
709
Meiji Yasuda Asset Management
Japan
$586K +$89.7K +270 +17%
VSQM
710
V-Square Quantitative Management
Illinois
$583K +$18.6K +56 +3%
UWS
711
Unique Wealth Strategies
Illinois
$582K +$600K +1,804 New
YAIA
712
Yanni & Associates Investment Advisors
Pennsylvania
$578K – – –
WPC
713
Wedmont Private Capital
Pennsylvania
$577K -$41.5K -125 -7%
COI
714
Connable Office Inc
Michigan
$576K -$5.98K -18 -1%
SF
715
Summit Financial
New Jersey
$573K +$50.2K +151 +9%
AIM
716
Aigen Investment Management
New York
$572K +$589K +1,772 New
JF
717
Jump Financial
Illinois
$569K -$2.3M -6,934 -80%
VC
718
Vestor Capital
Illinois
$568K -$7.18M -21,613 -92%
AWE
719
Avidian Wealth Enterprises
Texas
$565K +$25.6K +77 +5%
AWM
720
AE Wealth Management
Kansas
$562K +$44.9K +135 +8%
CT
721
Chicago Trust
Illinois
$556K – – –
JSW
722
Journey Strategic Wealth
New Jersey
$554K +$186K +561 +49%
S
723
SimplyRich
California
$552K – – –
DMBA
724
Deseret Mutual Benefit Administrators
Utah
$552K +$146K +439 +35%
TCIIS
725
TIAA-CREF Individual & Institutional Services
New York
$551K +$567K +1,707 New
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