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Aon
AON

Name Holding Trade Value Shares
Change 		Change in
Stake
EP
1001
Edgestream Partners
New Jersey
– -$306K -940 Closed
AC
1002
ASB Consultores
Florida
– -$304K -934 Closed
RHBC
1003
R.H. Bluestein & Co
Michigan
– -$298K -916 Closed
WPC
1004
Wedmont Private Capital
Pennsylvania
– -$291K -891 Closed
WWM
1005
Windsor Wealth Management
Indiana
– -$296K -888 Closed
HW
1006
Hamilton Wealth
California
– -$275K -844 Closed
MC
1007
Moors & Cabot
Massachusetts
– -$272K -834 Closed
IIC
1008
Integrated Investment Consultants
Michigan
– -$266K -816 Closed
LWCFA
1009
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– -$262K -804 Closed
EMG
1010
ETF Managers Group
New Jersey
– -$262K -803 Closed
TC
1011
Titleist Capital
Texas
– -$261K -800 Closed
KWM
1012
Kolinsky Wealth Management
New Jersey
– -$254K -781 Closed
HFS
1013
Horizon Financial Services
North Carolina
– -$251K -771 Closed
BFS
1014
Bradley Foster & Sargent
Connecticut
– -$244K -750 Closed
CCA
1015
Cobblestone Capital Advisors
New York
– -$238K -730 Closed
WCAMG
1016
Woodard & Company Asset Management Group
North Carolina
– -$234K -720 Closed
PCA
1017
Personal Capital Advisors
California
– -$232K -712 Closed
MSR
1018
Main Street Research
Connecticut
– -$231K -710 Closed
SW
1019
SteelPeak Wealth
California
– -$230K -707 Closed
CWP
1020
Curated Wealth Partners
California
– -$210K -700 Closed
WF
1021
Welch & Forbes
Massachusetts
– -$228K -700 Closed
NC
1022
NovaPoint Capital
Georgia
– -$226K -695 Closed
GDP
1023
Great Diamond Partners
Maine
– -$225K -694 Closed
SMA
1024
Sage Mountain Advisors
Georgia
– -$225K -691 Closed
LSPW
1025
Lake Street Private Wealth
Illinois
– -$224K -687 Closed
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