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Aon
AON

Name Holding Trade Value Shares
Change 		Change in
Stake
HIA
1076
Harbor Investment Advisory
Maryland
$54.5K -$13K -39 -19%
LWCFA
1077
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$54.4K – – –
DJSG
1078
D.J. St. Germain
Massachusetts
$53.9K +$36.6K +110 +193%
EWP
1079
Elevation Wealth Partners
California
$52.6K +$1.99K +6 +4%
WFA
1080
West Financial Advisors
Iowa
$52.3K – – –
POIA
1081
Pin Oak Investment Advisors
Texas
$52K – – –
NRG
1082
Nemes Rush Group
Michigan
$51.3K -$332 -1 -0.6%
RF
1083
Rossby Financial
Florida
$50.8K +$13K +39 +33%
WSFG
1084
Wall Street Financial Group
Illinois
$49.4K +$50.8K +153 New
DI
1085
DAGCO Inc
Ohio
$48.4K – – –
FUBT
1086
First United Bank & Trust
Maryland
$48.4K – – –
HC
1087
Hurley Capital
New York
$48.4K +$49.9K +150 New
CMP
1088
Coston McIsaac & Partners
Maine
$45K – – –
AAM
1089
Advisors Asset Management
Colorado
$44.9K -$79.8K -240 -63%
BWAM
1090
Boyd Watterson Asset Management
Ohio
$44.5K – – –
P
1091
Palladiem
Pennsylvania
$43K – – –
SIC
1092
SJS Investment Consulting
Ohio
$41.6K +$30.9K +93 +258%
BGAI
1093
Bruce G. Allen Investments
Colorado
$40K +$12.6K +38 +44%
GKIM
1094
GW&K Investment Management
Massachusetts
$40K +$6.65K +20 +19%
MA
1095
MCF Advisors
Kentucky
$38.4K +$29.6K +89 +297%
FFA
1096
Frazier Financial Advisors
Ohio
$38.1K – – –
KFAS
1097
Keating Financial Advisory Services
Kansas
$36.5K +$11.3K +34 +43%
SMBT
1098
Southern Michigan Bank & Trust
Michigan
$34.9K +$35.9K +108 New
CFM
1099
Cornerstone Financial Management
Massachusetts
$34.2K – – –
TPWA
1100
Twin Peaks Wealth Advisors
California
$34.1K +$35.2K +106 New
42 43
44
45 46