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Aon
AON

Name Holding Trade Value Shares
Change 		Change in
Stake
OC
776
Oppenheimer & Co
New York
$200K +$204K +836 New
BCA
777
Berman Capital Advisors
Georgia
$198K +$31.5K +129 +18%
KFP
778
KB Financial Partners
New Jersey
$195K +$9.04K +37 +5%
AII
779
AGF Investments Inc
Ontario, Canada
$185K +$190K +776 New
TWM
780
Tradition Wealth Management
Minnesota
$177K +$182K +743 New
PCM
781
Penserra Capital Management
California
$172K +$36.4K +149 +26%
S
782
SignatureFD
Georgia
$158K +$10.5K +43 +7%
DWA
783
Dougherty Wealth Advisers
Minnesota
$157K – – –
MCM
784
Manchester Capital Management
Vermont
$155K +$17.1K +70 +12%
CA
785
Clearstead Advisors
Ohio
$151K +$5.87K +24 +4%
ST
786
Smithfield Trust
Pennsylvania
$149K – – –
GWMIA
787
Global Wealth Management Investment Advisory
Florida
$145K – – –
TWA
788
TCI Wealth Advisors
Arizona
$140K -$4.89K -20 -3%
SWM
789
Spire Wealth Management
Virginia
$131K -$19.8K -81 -13%
CP
790
Castleview Partners
Texas
$131K +$134K +550 New
SOW
791
State of Wyoming
Wyoming
$129K +$12.5K +51 +10%
EI
792
Ellevest Inc
New York
$128K -$12K -49 -8%
MAM
793
Magellan Asset Management
Australia
$127K -$79.2K -324 -38%
CWA
794
Carolina Wealth Advisors
South Carolina
$127K – – –
GWS
795
Glassman Wealth Services
Virginia
$124K +$127K +520 New
AA
796
Addison Advisors
Vermont
$119K +$122K +500 New
GWM
797
Geneos Wealth Management
Colorado
$116K -$32.7K -134 -22%
WPA
798
West Paces Advisors
Georgia
$115K – – –
DMBA
799
Deseret Mutual Benefit Administrators
Utah
$114K +$117K +478 New
HFM
800
Harvest Fund Management
China
$109K +$62.8K +257 +129%
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