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Aon
AON

Name Holding Trade Value Shares
Change 		Change in
Stake
SF
951
Summit Financial
New Jersey
$211K +$200K +611 New
NFC
952
Northeast Financial Consultants
Connecticut
$211K +$200K +610 New
1WA
953
180 Wealth Advisors
Washington
$211K +$199K +609 New
KIA
954
KCM Investment Advisors
California
$211K +$199K +609 New
MP
955
McDonald Partners
Ohio
$210K +$199K +608 New
FHA
956
Flagship Harbor Advisors
Massachusetts
$209K +$198K +604 New
RT
957
Rockland Trust
Massachusetts
$208K +$197K +602 New
PA
958
Procyon Advisors
Connecticut
$208K -$265K -811 -58%
AA
959
Alta Advisers
United Kingdom
$208K – – –
HTHT
960
Hemenway Trust Hemenway Trust
New Hampshire
$208K +$196K +600 New
CA
961
Cornerstone Advisory
Maryland
$206K +$195K +596 New
JSW
962
Journey Strategic Wealth
New Jersey
$206K +$195K +595 New
OPPS
963
Obsidian Personal Planning Solutions
Maryland
$204K +$182K +555 New
MCCA
964
Mill Creek Capital Advisors
Pennsylvania
$203K -$73K -223 -27%
CH
965
Cromwell Holdings
Wyoming
$203K – – –
BAAM
966
Baker Avenue Asset Management
California
$203K +$192K +587 New
ACC
967
Acorn Creek Capital
Colorado
$203K +$192K +586 New
NG
968
Norden Group
Utah
$203K +$191K +585 New
LSA
969
Lansing Street Advisors
Pennsylvania
$202K +$191K +584 New
CHP
970
Cable Hill Partners
Oregon
$200K +$189K +579 New
CTA
971
Colonial Trust Advisors
South Carolina
$199K -$8.18K -25 -4%
CWA
972
Carolina Wealth Advisors
South Carolina
$193K +$8.18K +25 +5%
MPWT
973
MassMutual Private Wealth & Trust
Connecticut
$185K +$12.1K +37 +7%
AGWCA
974
Annis Gardner Whiting Capital Advisors
Florida
$175K -$9.49K -29 -5%
LI
975
LRI Investments
Florida
$174K +$100K +307 +198%
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