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Aon
AON

Name Holding Trade Value Shares
Change 		Change in
Stake
BTI
826
Blue Trust Inc
Georgia
$382K +$51.8K +156 +15%
RI
827
Ridgewood Investments
New Jersey
$378K +$389K +1,171 New
SCM
828
Shelton Capital Management
Colorado
$378K – – –
SWM
829
SHP Wealth Management
Massachusetts
$377K +$7.98K +24 +2%
GBT
830
Grove Bank & Trust
Florida
$376K -$63.8K -192 -14%
HFO
831
Heritage Family Offices
Arizona
$376K -$292K -880 -43%
FFP
832
FourThought Financial Partners
Florida
$375K -$527K -1,585 -58%
EFG
833
Everhart Financial Group
Ohio
$373K +$4.65K +14 +1%
VWA
834
VSM Wealth Advisory
Maryland
$373K – – –
7WCP
835
71 West Capital Partners
Massachusetts
$372K +$116K +348 +43%
BL
836
BFSG LLC
California
$372K +$5.98K +18 +2%
SBFM
837
S-Bank Fund Management
Finland
$371K -$14.3K -43 -4%
DWA
838
Delap Wealth Advisory
Oregon
$368K -$11.3K -34 -3%
OBGC
839
O'Brien Greene & Co
Pennsylvania
$366K – – –
NL
840
NWAM LLC
Washington
$365K -$2.99K -9 -0.8%
CWG
841
Cornerstone Wealth Group
North Carolina
$364K +$41.5K +125 +13%
ACM
842
Aster Capital Management
United Arab Emirates
$364K -$279K -839 -48%
LAM
843
L2 Asset Management
Massachusetts
$363K +$24.3K +73 +7%
CIC
844
Chilton Investment Company
Connecticut
$362K -$548K -1,650 -60%
TFA
845
Tranquilli Financial Advisor
New Jersey
$360K +$371K +1,116 New
PWM
846
Parkway Wealth Management
Texas
$359K – – –
PCM
847
Penserra Capital Management
California
$356K +$11K +33 +3%
CC
848
Carlson Capital
Texas
$355K +$166K +500 +83%
RFO
849
RiverGlades Family Offices
Florida
$355K +$366K +1,100 New
TWIM
850
TIAA Wealth Investment Management
New York
$354K +$365K +1,098 New
32 33
34
35 36