We are live on ! Find out more
AON icon

Aon
AON

Name Holding Trade Value Shares
Change 		Change in
Stake
GA
726
GraniteShares Advisors
New York
$321K +$320K +1,069 New
MFA
727
Mayflower Financial Advisors
Massachusetts
$318K – – –
SIC
728
Sterling Investment Counsel
New York
$317K +$317K +1,056 New
FFM
729
Forum Financial Management
Illinois
$316K +$316K +1,053 New
STA
730
Summit Trail Advisors
New York
$313K +$34.5K +115 +12%
DWM
731
Dakota Wealth Management
Florida
$313K +$37.8K +126 +14%
PCM
732
Prelude Capital Management
New York
$312K +$311K +1,039 New
IAA
733
Independent Advisor Alliance
North Carolina
$311K +$79.4K +265 +34%
OBGC
734
O'Brien Greene & Co
Pennsylvania
$308K +$5.1K +17 +2%
KFP
735
KB Financial Partners
New Jersey
$308K +$38.1K +127 +14%
HT
736
HighTower Trust
Texas
$307K +$306K +1,021 New
BL
737
Balentine LLC
Georgia
$306K +$305K +1,019 New
MLFP
738
MPS Loria Financial Planners
Illinois
$304K -$20.4K -68 -6%
APG
739
Abacus Planning Group
South Carolina
$304K -$5.4K -18 -2%
BJL
740
Brighton Jones LLC
Washington
$301K -$5.4K -18 -2%
CPSAC
741
Chas P. Smith & Associates (CPS)
Florida
$301K – – –
CIS
742
Connors Investor Services
Pennsylvania
$301K – – –
FHA
743
Flagship Harbor Advisors
Massachusetts
$301K – – –
OIA
744
Optimum Investment Advisors
Illinois
$301K – – –
PCMC
745
Paragon Capital Management (Colorado)
Colorado
$301K – – –
VBCG
746
Valley Brook Capital Group
Pennsylvania
$300K – – –
TIA
747
Tiemann Investment Advisors
California
$299K – – –
AWA
748
Arete Wealth Advisors
Illinois
$298K – – –
LWCFA
749
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$297K – – –
SWP
750
Strategic Wealth Partners
Ohio
$294K +$15K +50 +5%
28 29
30
31 32