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Aon
AON

Name Holding Trade Value Shares
Change 		Change in
Stake
GCM
751
Goldstream Capital Management
Hong Kong
$434K +$410K +1,254 New
RFN
752
RDA Financial Network
Iowa
$433K – – –
SWM
753
SeaCrest Wealth Management
New York
$429K +$8.83K +27 +2%
FWM
754
Focused Wealth Management
New York
$428K – – –
IWA
755
Inspirion Wealth Advisors
Illinois
$425K – – –
DMBA
756
Deseret Mutual Benefit Administrators
Utah
$423K -$12.8K -39 -3%
TC
757
TwinBeech Capital
New York
$423K +$400K +1,224 New
ACP
758
Aveo Capital Partners
Colorado
$422K +$981 +3 +0.2%
BWM
759
BlackDiamond Wealth Management
New York
$419K -$327 -1 -0.1%
HA
760
HC Advisors
Georgia
$415K – – –
FNBT
761
FineMark National Bank & Trust
Florida
$414K – – –
SCM
762
Shelton Capital Management
Colorado
$410K -$5.33M -16,300 -93%
BHWM
763
Bar Harbor Wealth Management
New Hampshire
$407K -$59.2K -181 -13%
PA
764
Pinnacle Associates
New York
$405K +$189K +578 +71%
HCPC
765
Hamilton Capital Partners (Canada)
$398K +$376K +1,150 New
FL
766
FreeGulliver LLC
Louisiana
$398K +$11.8K +36 +3%
BL
767
BFSG LLC
California
$394K – – –
CG
768
Cynosure Group
Utah
$393K -$32.4K -99 -8%
OBGC
769
O'Brien Greene & Co
Pennsylvania
$392K -$5.56K -17 -1%
NDSI
770
Newman Dignan & Sheerar Inc
Rhode Island
$390K -$22.9K -70 -6%
AC
771
Annandale Capital
Texas
$389K – – –
IAS
772
Insigneo Advisory Services
Florida
$387K +$654 +2 +0.2%
SIG
773
Sargent Investment Group
Maryland
$386K -$107K -327 -23%
WCG
774
Weaver Consulting Group
California
$386K – – –
MMM
775
Mendel Money Management
Illinois
$384K +$363K +1,109 New
29 30
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