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Aon
AON

Name Holding Trade Value Shares
Change 		Change in
Stake
WPC
826
Wedmont Private Capital
Pennsylvania
$214K +$229K +764 New
MWM
827
Maripau Wealth Management
Indiana
$213K +$222K +742 New
CT
828
Columbia Trust
Oregon
$212K – – –
BC
829
Bridgefront Capital
Texas
$211K +$210K +702 New
CWP
830
Curated Wealth Partners
California
$210K -$14.4K -48 -6%
TC
831
Titleist Capital
Texas
$210K +$209K +698 New
NC
832
NovaPoint Capital
Georgia
$209K +$208K +695 New
SFA
833
Sequoia Financial Advisors
Ohio
$209K +$209K +696 New
CFA
834
Carroll Financial Associates
North Carolina
$207K -$6.89K -23 -3%
KP
835
Keel Point
Alabama
$206K -$10.8K -36 -5%
BDF
836
Balasa Dinverno & Foltz
$206K +$205K +684 New
PCA
837
Personal Capital Advisors
California
$205K -$7.2K -24 -3%
KIA
838
KCM Investment Advisors
California
$204K +$204K +679 New
FSA
839
Fort Sheridan Advisors
Illinois
$203K +$202K +675 New
BRWM
840
B. Riley Wealth Management
Tennessee
$201K +$201K +669 New
MCC
841
Money Concepts Capital
Florida
$201K +$201K +669 New
RP
842
Riverwater Partners
Wisconsin
$201K +$201K +669 New
LSPW
843
Lake Street Private Wealth
Illinois
$201K +$201K +670 New
PCP
844
Proficio Capital Partners
Massachusetts
$201K +$201K +670 New
BFPW
845
BOK Financial Private Wealth
Colorado
$200K +$200K +667 New
DWA
846
Dougherty Wealth Advisers
Minnesota
$198K – – –
ST
847
Smithfield Trust
Pennsylvania
$193K – – –
MCM
848
Manchester Capital Management
Vermont
$185K – – –
CA
849
Clearstead Advisors
Ohio
$183K -$100K -334 -35%
GWMIA
850
Global Wealth Management Investment Advisory
Florida
$182K – – –
32 33
34
35 36