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Aon
AON

Name Holding Trade Value Shares
Change 		Change in
Stake
FCM
1126
Fourpath Capital Management
Oklahoma
$2.42K +$2.29K +7 New
WIM
1127
Westside Investment Management
California
$2.29K – – –
CPG
1128
Cornerstone Planning Group
New Jersey
$2.23K -$156K -477 -99%
CYG
1129
Clean Yield Group
Vermont
$2.08K -$14.7K -45 -88%
DF
1130
DecisionPoint Financial
Arizona
$1.73K – – –
NL
1131
NVWM LLC
Pennsylvania
$1.73K +$981 +3 +150%
CA
1132
Continuum Advisory
Idaho
$1.5K +$654 +2 +100%
WWM
1133
Wolff Wiese Magana
California
$1.38K – – –
RFS
1134
Richardson Financial Services
Massachusetts
$1.28K +$654 +2 +100%
RTC
1135
Riverview Trust Company
Washington
$1.04K -$22.2K -68 -96%
PWA
1136
Provenance Wealth Advisors
Florida
$1.04K – – –
JFG
1137
JDM Financial Group
Texas
$1.04K +$981 +3 New
RWM
1138
Reston Wealth Management
Virginia
$1.04K +$981 +3 New
VAMG
1139
Voisard Asset Management Group
Michigan
$1.04K +$981 +3 New
CCMI
1140
Creative Capital Management Investments
California
$692 – – –
WA
1141
WestEnd Advisors
North Carolina
$692 +$327 +1 +100%
RAM
1142
Riggs Asset Management
Pennsylvania
$692 +$654 +2 New
CAM
1143
Chesapeake Asset Management
New York
$691 +$654 +2 New
1IA
1144
1620 Investment Advisors
Massachusetts
$619 +$654 +2 New
CAM
1145
ClariVest Asset Management
California
$586 – – –
TCM
1146
Tradewinds Capital Management
Washington
$346 – – –
HC
1147
Hara Capital
Washington
$346 +$327 +1 New
YDMI
1148
Y.D. More Investments
Israel
$105 +$1.96K +6 +6%
SPC
1149
Stone Point Capital
Connecticut
– -$152M -517,093 Closed
PGH
1150
Partners Group Holding
Switzerland
– -$99.5M -338,985 Closed
44 45
46
47 48