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Aon
AON

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
801
Focused Wealth Management
New York
$484K – – –
SCM
802
Shelton Capital Management
Colorado
$483K -$7.67K -20 -2%
SIG
803
Sargent Investment Group
Maryland
$483K +$60.6K +158 +15%
HIIFS
804
Harel Insurance Investments & Financial Services
Israel
$481K +$145K +378 +46%
JWCA
805
J.W. Cole Advisors
Florida
$481K +$81.7K +213 +21%
SFC
806
SYM Financial Corp
Indiana
$480K +$3.07K +8 +0.7%
CFP
807
Catalyst Financial Partners
Massachusetts
$479K +$11.5K +30 +3%
HA
808
HC Advisors
Georgia
$479K – – –
SC
809
Sapient Capital
Indiana
$474K -$16.1K -42 -3%
FNBT
810
FineMark National Bank & Trust
Florida
$467K -$9.59K -25 -2%
EFS
811
Essex Financial Services
Connecticut
$467K -$4.22K -11 -0.9%
IA
812
IFC Advisors
California
$466K -$44.9K -117 -9%
JFGIW
813
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$465K +$433K +1,129 +3,051%
VWA
814
VSM Wealth Advisory
Maryland
$461K +$443K +1,155 New
OBGC
815
O'Brien Greene & Co
Pennsylvania
$459K – – –
SOW
816
State of Wyoming
Wyoming
$458K -$65.2K -170 -13%
NWA
817
New World Advisors
Massachusetts
$453K +$435K +1,135 New
BL
818
BFSG LLC
California
$452K – – –
TFS
819
Thoroughbred Financial Services
Tennessee
$452K – – –
SPA
820
Sherbrooke Park Advisers
New York
$451K +$433K +1,129 New
IWA
821
Inspirion Wealth Advisors
Illinois
$450K -$38.3K -100 -8%
AC
822
Annandale Capital
Texas
$448K – – –
FL
823
FreeGulliver LLC
Louisiana
$446K +$1.92K +5 +0.4%
WCG
824
Weaver Consulting Group
California
$445K – – –
TTWM
825
TCV Trust & Wealth Management
Virginia
$445K – – –
31 32
33
34 35