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Aon
AON

Name Holding Trade Value Shares
Change 		Change in
Stake
PFPT
726
Pinnacle Financial Partners (Tennessee)
Tennessee
$572K +$13K +36 +2%
RBI
727
Raiffeisen Bank International
Austria
$571K -$21.7K -60 -4%
KWM
728
KFG Wealth Management
Indiana
$571K +$2.17K +6 +0.4%
CI
729
Conning Inc
Connecticut
$569K -$18.8K -52 -3%
SIA
730
SkyView Investment Advisors
New Jersey
$568K -$98.9K -273 -14%
UB
731
UMB Bank
Missouri
$567K -$87.7K -242 -13%
NA
732
Nordwand Advisors
Pennsylvania
$565K +$574K +1,585 New
GLA
733
Good Life Advisors
Pennsylvania
$565K -$181K -500 -24%
GHAM
734
Gilman Hill Asset Management
Connecticut
$563K – – –
TCBWMS
735
Texas Capital Bank Wealth Management Services
Texas
$561K -$7.25K -20 -1%
BFG
736
Birch Financial Group
New Hampshire
$551K +$1.09K +3 +0.2%
IAS
737
Insigneo Advisory Services
Florida
$549K -$41.7K -115 -7%
PCIA
738
Prime Capital Investment Advisors
Kansas
$547K -$118K -326 -18%
SWA
739
Stratos Wealth Advisors
Ohio
$546K – – –
JSW
740
Journey Strategic Wealth
New Jersey
$545K +$327K +902 +144%
FCH
741
Freestone Capital Holdings
Washington
$544K -$62K -171 -10%
PP
742
PDS Planning
Ohio
$542K +$201K +554 +57%
AFO
743
Arrowroot Family Office
California
$541K +$549K +1,516 New
SWP
744
Sagespring Wealth Partners
Tennessee
$537K -$72.8K -201 -12%
CCA
745
Conservest Capital Advisors
Pennsylvania
$537K +$1.81K +5 +0.3%
CAMG
746
CWA Asset Management Group
Florida
$536K -$80.4K -222 -13%
GCC
747
Game Creek Capital
Massachusetts
$535K – – –
ACA
748
Aptus Capital Advisors
Alabama
$534K +$25K +69 +5%
VCM
749
Voleon Capital Management
California
$534K +$542K +1,497 New
AWA
750
Arete Wealth Advisors
Illinois
$534K +$1.45K +4 +0.3%
28 29
30
31 32