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Aon
AON

Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
851
Evergreen Capital Management
Washington
$385K -$62.5K -179 -14%
TNA
852
True North Advisors
Texas
$383K +$4.19K +12 +1%
FTUS
853
Flow Traders U.S.
New York
$382K +$378K +1,082 New
SWM
854
SeaCrest Wealth Management
New York
$381K -$13.3K -38 -3%
CIA
855
Choate Investment Advisors
Massachusetts
$380K +$46.4K +133 +14%
DIM
856
Delta Investment Management
California
$380K -$349 -1 -0.1%
BFM
857
Boothbay Fund Management
New York
$379K -$695K -1,991 -65%
JSAM
858
J. Safra Asset Management
New York
$379K – – –
BWAM
859
Blue Water Asset Management
Michigan
$378K +$374K +1,071 New
PCM
860
Penserra Capital Management
California
$378K -$3.84K -11 -1%
IA
861
IFC Advisors
California
$377K – – –
WWC
862
Waypoint Wealth Counsel
Georgia
$375K +$40.9K +117 +12%
1IA
863
1834 Investment Advisors
Wisconsin
$375K -$3.14K -9 -0.8%
SCA
864
Sandy Cove Advisors
Massachusetts
$374K +$2.44K +7 +0.7%
KCP
865
Kera Capital Partners
California
$373K +$373K +1,068 New
WCG
866
Weaver Consulting Group
California
$372K +$2.1K +6 +0.6%
LAM
867
L2 Asset Management
Massachusetts
$371K +$24.8K +71 +7%
DAM
868
Directional Asset Management
Illinois
$371K +$367K +1,050 New
PWPS
869
Pinnacle Wealth Planning Services
Ohio
$369K -$1.75K -5 -0.5%
NDSI
870
Newman Dignan & Sheerar Inc
Rhode Island
$367K -$349 -1 -0.1%
LWPC
871
Legacy Wealth Partners (Colorado)
Colorado
$366K +$362K +1,037 New
BHC
872
Bowen Hanes & Co
Florida
$365K – – –
MLFP
873
MPS Loria Financial Planners
Illinois
$363K – – –
BTI
874
Blue Trust Inc
Georgia
$362K -$104K -297 -22%
WA
875
Waddell & Associates
Tennessee
$362K +$122K +349 +52%
33 34
35
36 37