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Aon
AON

Name Holding Trade Value Shares
Change 		Change in
Stake
AG
751
AlphaSimPlex Group
Massachusetts
$249K – – –
WAOTB
752
Wealth Advisors of Tampa Bay
Florida
$249K – – –
PTB
753
Pioneer Trust Bank
Oregon
$248K – – –
MCM
754
Mainstay Capital Management
Michigan
$247K – – –
1WA
755
180 Wealth Advisors
Washington
$245K -$37.7K -131 -13%
OMIC
756
Old Mission Investment Co
Michigan
$244K – – –
EFS
757
Essex Financial Services
Connecticut
$244K +$862 +3 +0.3%
WIA
758
Westbourne Investment Advisors
Maryland
$243K -$67.5K -235 -21%
LCWP
759
Legacy Capital Wealth Partners
Arkansas
$243K +$24.1K +84 +10%
LI
760
LMCG Investments
Massachusetts
$242K – – –
DMBA
761
Deseret Mutual Benefit Administrators
Utah
$241K +$78.2K +272 +44%
DU
762
Delphia (USA)
Ontario, Canada
$241K +$256K +892 New
GCP
763
GSA Capital Partners
United Kingdom
$240K -$311K -1,082 -55%
RPGK
764
Retirement Planning Group (Kansas)
Kansas
$239K +$255K +886 New
JC
765
JB Capital
Connecticut
$238K +$4.89K +17 +2%
GL
766
Graypoint LLC
New York
$238K +$17K +59 +7%
PI
767
Putnam Investments
Massachusetts
$237K -$2.01K -7 -0.8%
MAM
768
McLean Asset Management
Virginia
$237K +$575 +2 +0.2%
FC
769
Forte Capital
New York
$235K -$101K -350 -29%
TPWA
770
TRUE Private Wealth Advisors
Oregon
$235K – – –
KBFS
771
Kohmann Bosshard Financial Services
Ohio
$232K – – –
CBFP
772
Cedar Brook Financial Partners
Ohio
$232K +$10.6K +37 +4%
BAM
773
Blueshift Asset Management
New Jersey
$231K -$695K -2,417 -74%
VWM
774
Valley Wealth Managers
New Jersey
$231K -$88K -306 -26%
CWM
775
Congress Wealth Management
Massachusetts
$230K -$287 -1 -0.1%
29 30
31
32 33