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Aon
AON

Name Holding Trade Value Shares
Change 		Change in
Stake
JWCA
751
J.W. Coons Advisors
Ohio
$237K +$250K +885 New
CBFP
752
Cedar Brook Financial Partners
Ohio
$235K +$5.37K +19 +2%
LCWP
753
Legacy Capital Wealth Partners
Arkansas
$235K -$6.5K -23 -3%
LFA
754
Legacy Financial Advisors
Kentucky
$235K +$13.3K +47 +6%
EFG
755
Everhart Financial Group
Ohio
$235K +$248K +877 New
PCMC
756
Private Capital Management (Colorado)
Colorado
$235K +$248K +877 New
SA
757
Shilanski & Associates
Alaska
$235K +$248K +877 New
TPWA
758
TRUE Private Wealth Advisors
Oregon
$232K -$1.13K -4 -0.5%
PCP
759
Proficio Capital Partners
Massachusetts
$232K +$15K +53 +6%
ICG
760
InterOcean Capital Group
Tennessee
$230K -$294K -1,039 -55%
KBFS
761
Kohmann Bosshard Financial Services
Ohio
$230K – – –
SG
762
Stonnington Group
California
$229K -$28.3K -100 -11%
VWM
763
Valley Wealth Managers
New Jersey
$229K – – –
CFFP
764
Center for Financial Planning
Michigan
$228K – – –
CWM
765
Congress Wealth Management
Massachusetts
$228K – – –
HTHT
766
Hemenway Trust Hemenway Trust
New Hampshire
$228K – – –
FC
767
Forte Capital
New York
$227K -$7.07K -25 -3%
PFM
768
Premier Fund Managers
United Kingdom
$224K -$4.32M -15,276 -95%
PI
769
Putnam Investments
Massachusetts
$224K -$11.3K -40 -5%
BSW
770
Buckingham Strategic Wealth
Missouri
$220K +$232K +821 New
DY
771
Dowling & Yahnke
California
$219K +$9.05K +32 +4%
NIM
772
NuWave Investment Management
New Jersey
$218K +$230K +814 New
NP
773
NorthRock Partners
Minnesota
$217K -$61.6K -218 -21%
VVP
774
Venture Visionary Partners
Ohio
$217K – – –
HPWM
775
Highland Private Wealth Management
Washington
$217K +$228K +807 New
29 30
31
32 33