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Aon
AON

Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
876
First Horizon Advisors
Tennessee
$88K -$47.7K -159 -35%
BG
877
Bollard Group
Massachusetts
$88K +$300 +1 +0.3%
EWA
878
EverSource Wealth Advisors
Alabama
$88K +$87.8K +293 New
AAP
879
Arax Advisory Partners
Colorado
$86K +$300 +1 +0.3%
CSWM
880
Cassady Schiller Wealth Management
Ohio
$84K +$83.9K +280 New
HI
881
Harbour Investments
Wisconsin
$83K -$12K -40 -13%
FMII
882
Farmers & Merchants Investments Inc
Nebraska
$82K -$899 -3 -1%
MC
883
Maverick Capital
Texas
$82K +$82.1K +274 New
NICM
884
Neo Ivy Capital Management
New York
$80K -$457K -1,524 -85%
WTC
885
WhitTier Trust Company
Nevada
$80K – – –
FPWM
886
FSB Premier Wealth Management
Iowa
$77K +$77.3K +258 New
MA
887
Montag & Associates
Georgia
$75K – – –
CCA
888
Column Capital Advisors
Indiana
$71K -$7.2K -24 -9%
SQA
889
Simon Quick Advisors
New Jersey
$70K -$777K -2,591 -92%
CT
890
Cambridge Trust
Massachusetts
$70K +$69.9K +233 New
OC
891
Oakworth Capital
Alabama
$68K – – –
GFPC
892
Global Financial Private Client
Florida
$66.7K – – –
AWA
893
Amplius Wealth Advisors
Pennsylvania
$65K +$65.1K +217 New
MWM
894
Mascoma Wealth Management
New Hampshire
$63K +$35.7K +119 +129%
BWA
895
BDO Wealth Advisors
Florida
$63K +$39.6K +132 +171%
PFGIA
896
Patriot Financial Group Insurance Agency
Massachusetts
$62K -$600 -2 -1%
BC
897
Burleson & Co
California
$60K – – –
CH
898
Canton Hathaway
Rhode Island
$60K – – –
GWSG
899
GPS Wealth Strategies Group
Colorado
$60K – – –
CFO
900
CVA Family Office
Colorado
$60K +$33K +110 +122%
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37 38