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Aon
AON

Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
826
Csenge Advisory Group
Florida
$441K -$68.6K -179 -13%
NL
827
NWAM LLC
Washington
$441K +$1.53K +4 +0.4%
SCA
828
Sandy Cove Advisors
Massachusetts
$437K +$34.5K +90 +9%
PCP
829
Proficio Capital Partners
Massachusetts
$431K -$3.07K -8 -0.7%
HCM
830
Howard Capital Management
Georgia
$431K -$64K -167 -13%
JSAM
831
J. Safra Asset Management
New York
$428K +$174K +455 +74%
PWPS
832
Pinnacle Wealth Planning Services
Ohio
$422K +$12.3K +32 +3%
DIM
833
Delta Investment Management
California
$420K – – –
SPC
834
Spirepoint Private Client
Florida
$420K – – –
NDSI
835
Newman Dignan & Sheerar Inc
Rhode Island
$419K – – –
GWM
836
Gitterman Wealth Management
New Jersey
$416K -$381K -993 -49%
EI
837
Ellevest Inc
New York
$415K +$49.8K +130 +14%
BHC
838
Bowen Hanes & Co
Florida
$413K – – –
FA
839
FDx Advisors
Illinois
$412K -$21.1K -55 -5%
MLFP
840
MPS Loria Financial Planners
Illinois
$411K – – –
APG
841
Abacus Planning Group
South Carolina
$411K +$4.6K +12 +1%
FC
842
Forte Capital
New York
$410K -$23.4K -61 -6%
BCM
843
Brookstone Capital Management
Illinois
$407K +$39.5K +103 +11%
AA
844
Alta Advisers
United Kingdom
$403K +$115K +300 +42%
EWM
845
Empirical Wealth Management
Washington
$402K +$128K +335 +50%
OIA
846
Optimum Investment Advisors
Illinois
$399K – – –
WC
847
Wexford Capital
Florida
$399K – – –
FNBTCON
848
First National Bank & Trust Co of Newtown
Pennsylvania
$399K +$383K +1,000 New
QL
849
Quarry LP
New York
$399K +$383K +999 New
FFM
850
Forum Financial Management
Illinois
$395K +$15.3K +40 +4%
32 33
34
35 36