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Aon
AON

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
726
Cornerstone Advisory
Maryland
$201K +$194K +952 New
AMC
727
Asset Management Corp
Illinois
$200K +$196K +960 New
SFS
728
Sowell Financial Services
Arkansas
$197K +$39.6K +194 +26%
CFA
729
Carroll Financial Associates
North Carolina
$190K +$6.53K +32 +4%
NCM
730
New Capital Management
Texas
$157K – – –
TPWA
731
TRUE Private Wealth Advisors
Oregon
$155K – – –
TAIM
732
TD Ameritrade Investment Management
Nebraska
$155K +$1.63K +8 +1%
CCM
733
Covington Capital Management
California
$148K – – –
EI
734
Ellevest Inc
New York
$147K +$23.9K +117 +20%
GWM
735
Geneos Wealth Management
Colorado
$141K +$1.43K +7 +1%
DWA
736
Dougherty Wealth Advisers
Minnesota
$139K – – –
ST
737
Smithfield Trust
Pennsylvania
$136K +$8.17K +40 +7%
BCA
738
Berman Capital Advisors
Georgia
$133K +$21.6K +106 +20%
PCIA
739
Prime Capital Investment Advisors
Kansas
$132K +$4.49K +22 +4%
CAM
740
CenterStar Asset Management
Illinois
$128K – – –
CA
741
Clearstead Advisors
Ohio
$128K – – –
GWMIA
742
Global Wealth Management Investment Advisory
Florida
$128K – – –
MCM
743
Manchester Capital Management
Vermont
$123K -$612 -3 -0.5%
TWA
744
TCI Wealth Advisors
Arizona
$121K – – –
CCA
745
Column Capital Advisors
Indiana
$118K +$55.1K +270 +93%
S
746
SignatureFD
Georgia
$115K +$2.04K +10 +2%
CWA
747
Carolina Wealth Advisors
South Carolina
$112K – – –
WTC
748
WhitTier Trust Company
Nevada
$112K +$16.3K +80 +18%
CSPAM
749
Cary Street Partners Asset Management
Virginia
$112K +$8.91M +43,635 New
AA
750
Addison Advisors
Vermont
$106K +$102K +500 New
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