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Aon
AON

Name Holding Trade Value Shares
Change 		Change in
Stake
COI
726
Connable Office Inc
Michigan
$582K -$9.36K -29 -2%
NAAA
727
New Age Alpha Advisors
New York
$574K +$532K +1,648 +1,986%
HI
728
Hudock Inc
Pennsylvania
$561K – – –
NCMW
729
Northern Capital Management (Washington)
Washington
$560K – – –
HFAS
730
Hummer Financial Advisory Services
Illinois
$558K – – –
PCP
731
Proficio Capital Partners
Massachusetts
$557K +$542K +1,680 New
AO
732
Advisor OS
Illinois
$556K -$225K -696 -29%
FI
733
Fosun International
China
$556K – – –
EW
734
Elyxium Wealth
California
$554K +$55.5K +172 +11%
GG
735
Greenwood Gearhart
Arkansas
$552K +$64.2K +199 +14%
EP
736
Evelyn Partners
$551K +$536K +1,661 New
AGWCA
737
Annis Gardner Whiting Capital Advisors
Florida
$540K -$323 -1 -0.1%
GSWM
738
Golden State Wealth Management
California
$540K +$73.2K +227 +16%
AWA
739
Amplius Wealth Advisors
Pennsylvania
$540K +$140K +433 +36%
BP
740
BBR Partners
New York
$539K -$1.29K -4 -0.2%
PMFA
741
Plante Moran Financial Advisors
Michigan
$533K +$323 +1 +0.1%
KWM
742
KFG Wealth Management
Indiana
$531K +$645 +2 +0.1%
ISL
743
Ingalls & Snyder LLC
New York
$529K – – –
KCP
744
Kera Capital Partners
California
$528K +$122K +377 +31%
IA
745
IFP Advisors
Florida
$528K +$332K +1,030 +183%
KFSC
746
Keystone Financial Services (Colorado)
Colorado
$527K +$43.6K +135 +9%
PE
747
PCM Encore
Colorado
$520K – – –
WAS
748
Westco Advisory Services
New York
$516K -$323 -1 -0.1%
TI
749
Trexquant Investment
Connecticut
$516K -$3.85M -11,932 -88%
LAS
750
LWM Advisory Services
Florida
$512K +$80.7K +250 +19%
28 29
30
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