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Aon
AON

Name Holding Trade Value Shares
Change 		Change in
Stake
LSPW
1026
Lake Street Private Wealth
Illinois
– -$224K -687 Closed
BDF
1027
Balasa Dinverno & Foltz
– -$222K -683 Closed
KP
1028
Keel Point
Alabama
– -$221K -678 Closed
FSA
1029
Fort Sheridan Advisors
Illinois
– -$220K -675 Closed
BP
1030
Ballentine Partners
Massachusetts
– -$219K -671 Closed
CWG
1031
Cornerstone Wealth Group
North Carolina
– -$217K -667 Closed
IFWM
1032
Institute for Wealth Management
Colorado
– -$216K -662 Closed
BRWM
1033
B. Riley Wealth Management
Tennessee
– -$213K -653 Closed
APW
1034
Austin Private Wealth
Texas
– -$209K -643 Closed
HPWM
1035
Highland Private Wealth Management
Washington
– -$209K -642 Closed
SB
1036
Simmons Bank
Arkansas
– -$208K -640 Closed
CIA
1037
Choate Investment Advisors
Massachusetts
– -$207K -636 Closed
CAG
1038
Crestwood Advisors Group
Massachusetts
– -$202K -620 Closed
MA
1039
Mutual Advisors
Nebraska
– -$201K -618 Closed
BBNA
1040
Bremer Bank National Association
Minnesota
– -$201K -617 Closed
SQA
1041
Simon Quick Advisors
New Jersey
– -$194K -595 Closed
BFC
1042
Bedel Financial Consulting
Indiana
– -$136K -418 Closed
FA
1043
Fortis Advisors
Pennsylvania
– -$135K -414 Closed
AP
1044
Arlington Partners
Alabama
– -$124K -381 Closed
AWA
1045
Aaron Wealth Advisors
Illinois
– -$117K -360 Closed
BG
1046
Bollard Group
Massachusetts
– -$95K -292 Closed
OC
1047
Oakworth Capital
Alabama
– -$74K -226 Closed
PCOC
1048
Power Corp of Canada
Canada
– -$46K -142 Closed
T
1049
TCWP
Ohio
– -$40K -125 Closed
TFO
1050
Tarbox Family Office
California
– -$28K -87 Closed
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