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Aon
AON

Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
776
Carroll Financial Associates
North Carolina
$197K -$9.03K -41 -5%
CFFP
777
Center for Financial Planning
Michigan
$196K -$188K -853 -50%
WAM
778
Wolverine Asset Management
Illinois
$191K +$89.2K +405 +95%
KFP
779
KB Financial Partners
New Jersey
$179K +$171K +779 New
NCM
780
New Capital Management
Texas
$171K – – –
CCM
781
Covington Capital Management
California
$162K +$881 +4 +0.6%
BCA
782
Berman Capital Advisors
Georgia
$161K +$15.8K +72 +11%
GWM
783
Geneos Wealth Management
Colorado
$156K – – –
TAIM
784
TD Ameritrade Investment Management
Nebraska
$155K – – –
SBSB
785
Sullivan, Bruyette, Speros & Blaney
Virginia
$154K -$137K -623 -48%
DWA
786
Dougherty Wealth Advisers
Minnesota
$152K – – –
SWM
787
Spire Wealth Management
Virginia
$145K +$139K +630 New
ST
788
Smithfield Trust
Pennsylvania
$144K -$3.96K -18 -3%
S
789
SignatureFD
Georgia
$142K +$16.1K +73 +13%
CA
790
Clearstead Advisors
Ohio
$140K – – –
GWMIA
791
Global Wealth Management Investment Advisory
Florida
$140K – – –
TWA
792
TCI Wealth Advisors
Arizona
$139K +$6.82K +31 +5%
EI
793
Ellevest Inc
New York
$135K -$24K -109 -16%
MCM
794
Manchester Capital Management
Vermont
$133K – – –
PCM
795
Penserra Capital Management
California
$132K +$20.5K +93 +19%
PCIA
796
Prime Capital Investment Advisors
Kansas
$131K -$11.4K -52 -8%
CSPAM
797
Cary Street Partners Asset Management
Virginia
$128K -$9.48M -43,079 -99%
CWA
798
Carolina Wealth Advisors
South Carolina
$122K – – –
SOW
799
State of Wyoming
Wyoming
$113K +$108K +491 New
WPA
800
West Paces Advisors
Georgia
$111K – – –
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