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Aon
AON

Name Holding Trade Value Shares
Change 		Change in
Stake
BL
1001
Balentine LLC
Georgia
$224K +$1.81K +5 +0.8%
MSR
1002
Main Street Research
Connecticut
$224K +$2.53K +7 +1%
CP
1003
Canopy Partners
Ohio
$222K +$4.34K +12 +2%
GWM
1004
Gitterman Wealth Management
New Jersey
$222K – – –
FDW
1005
Fourth Dimension Wealth
Ohio
$222K +$225K +622 New
WBC
1006
Westpac Banking Corp
Australia
$221K +$11.9K +33 +6%
SI
1007
Seeds Investor
New York
$221K -$3.98K -11 -2%
MCCA
1008
Mill Creek Capital Advisors
Pennsylvania
$219K +$12.3K +34 +6%
WF
1009
Welch & Forbes
Massachusetts
$219K -$72.3K -200 -25%
FCC
1010
Flower City Capital
New York
$219K -$58.2K -161 -21%
FHA
1011
Flagship Harbor Advisors
Massachusetts
$218K +$4.34K +12 +2%
SEIA
1012
Signature Estate & Investment Advisors
California
$218K -$724 -2 -0.3%
BIAS
1013
Beacon Investment Advisory Services
New Jersey
$217K -$10.9K -30 -5%
LAM
1014
Lewis Asset Management
California
$217K – – –
MP
1015
McDonald Partners
Ohio
$217K – – –
CA
1016
Cornerstone Advisory
Maryland
$217K +$3.62K +10 +2%
TWA
1017
TCI Wealth Advisors
Arizona
$217K +$5.79K +16 +3%
VCP
1018
Verus Capital Partners
Arizona
$216K – – –
AC
1019
AXQ Capital
New Jersey
$214K +$217K +601 New
BRWM
1020
Blue Rock Wealth Management
North Carolina
$214K +$217K +600 New
CC
1021
Carlson Capital
Texas
$214K +$217K +600 New
CFM
1022
Catalyst Funds Management
Australia
$214K +$217K +600 New
RCA
1023
Resonant Capital Advisors
Wisconsin
$212K +$215K +595 New
S
1024
Sunpointe
Missouri
$212K – – –
OL
1025
OneFund LLC
Florida
$211K +$7.24K +20 +4%
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