We are live on ! Find out more
AON icon

Aon
AON

Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
801
Bradley Foster & Sargent
Connecticut
$244K +$218K +750 New
NCM
802
New Capital Management
Texas
$241K – – –
CCA
803
Cobblestone Capital Advisors
New York
$238K – – –
WCAMG
804
Woodard & Company Asset Management Group
North Carolina
$234K – – –
OWM
805
OneAscent Wealth Management
Alabama
$233K -$9.02K -31 -4%
PCA
806
Personal Capital Advisors
California
$232K +$9.02K +31 +5%
MSR
807
Main Street Research
Connecticut
$231K -$10.2K -35 -5%
SW
808
SteelPeak Wealth
California
$230K -$4.07K -14 -2%
WF
809
Welch & Forbes
Massachusetts
$228K -$29.1K -100 -13%
LF
810
Lantz Financial
Illinois
$228K +$204K +701 New
NC
811
NovaPoint Capital
Georgia
$226K – – –
GDP
812
Great Diamond Partners
Maine
$225K -$17.5K -60 -8%
SMA
813
Sage Mountain Advisors
Georgia
$225K -$15.4K -53 -7%
LSPW
814
Lake Street Private Wealth
Illinois
$224K +$4.95K +17 +3%
CCM
815
Covington Capital Management
California
$223K +$68.1K +234 +52%
BDF
816
Balasa Dinverno & Foltz
$222K -$291 -1 -0.1%
TIA
817
Tiemann Investment Advisors
California
$221K -$91.9K -316 -32%
KP
818
Keel Point
Alabama
$221K -$2.33K -8 -1%
FSA
819
Fort Sheridan Advisors
Illinois
$220K – – –
BP
820
Ballentine Partners
Massachusetts
$219K +$195K +671 New
VCP
821
Verus Capital Partners
Arizona
$218K +$220K +755 New
MWM
822
Maripau Wealth Management
Indiana
$217K +$291 +1 +0.1%
CWG
823
Cornerstone Wealth Group
North Carolina
$217K +$194K +667 New
IFWM
824
Institute for Wealth Management
Colorado
$216K +$193K +662 New
DWA
825
Dougherty Wealth Advisers
Minnesota
$215K – – –
31 32
33
34 35