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Aon
AON

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
976
Waddell & Associates
Tennessee
$224K – – –
DA
977
Dover Advisors
Virginia
$223K – – –
GWM
978
Geneos Wealth Management
Colorado
$223K +$43.5K +120 +24%
CBTWT
979
Community Bank & Trust (Waco, Texas)
Texas
$222K +$725 +2 +0.3%
GWM
980
Gitterman Wealth Management
New Jersey
$222K -$152K -420 -40%
BL
981
Balentine LLC
Georgia
$222K -$33K -91 -13%
SP
982
Stonebrook Private
Michigan
$222K +$19.6K +54 +10%
BHWM
983
Bar Harbor Wealth Management
New Hampshire
$221K -$53.3K -147 -19%
MSR
984
Main Street Research
Connecticut
$221K -$725 -2 -0.3%
PSP
985
Principal Street Partners
Tennessee
$221K +$224K +618 New
BEI
986
Benjamin Edwards Inc
Missouri
$220K +$224K +618 New
LI
987
LRI Investments
Florida
$219K +$6.16K +17 +3%
AT
988
American Trust
Kentucky
$219K +$222K +614 New
SEIA
989
Signature Estate & Investment Advisors
California
$218K -$6.16K -17 -3%
CP
990
Canopy Partners
Ohio
$218K +$1.45K +4 +0.7%
BAM
991
Blueshift Asset Management
New Jersey
$218K +$221K +611 New
NFC
992
Northeast Financial Consultants
Connecticut
$218K – – –
LAM
993
Lewis Asset Management
California
$217K +$221K +609 New
MP
994
McDonald Partners
Ohio
$217K – – –
AHL
995
Abel Hall LLC
Louisiana
$217K +$220K +607 New
VCP
996
Verus Capital Partners
Arizona
$216K – – –
KIA
997
KCM Investment Advisors
California
$215K -$2.54K -7 -1%
PC
998
Port Capital
Illinois
$214K – – –
FHA
999
Flagship Harbor Advisors
Massachusetts
$214K +$362 +1 +0.2%
CA
1000
Cornerstone Advisory
Maryland
$213K -$1.81K -5 -0.8%
38 39
40
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