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Aon Plc

$AON

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NewIncreasedMaintainedDecreasedLiquidated
82127196
WhaleReport PeriodSecurity TypeQuantityStatus% Change% Allocation$ Value% Change$ Valuation PriceSec Link
Pacer Advisors, Inc.03-31-2021Common Stock13,239Decreased-9.710.053,046,000.00-1.68230.08Form 13
Canandaigua National Corp03-31-2021Com6,988Increased2.730.271,608,000.0011.90230.11Form 13
Everence Capital Management Inc03-31-2021Eqty0Liquidated!-100.000.000.000.000.00Form 13
Chesley Taft & Associates Llc03-31-2021Com10,897Increased0.550.152,550,000.0011.35234.01Form 13
Carroll Financial Associates, Inc.03-31-2021Stock860Decreased-4.550.01197,000.003.68229.07Form 13
Trimtabs Asset Management, Llc03-31-2021Com6,188Increased43.940.721,412,000.0056.02228.18Form 13
Thompson Investment Management, Inc.03-31-2021Adr2,000Maintained0.000.07460,000.008.75230.00Form 13
Sowa Financial Group, Inc.03-31-2021Shs Cl A0Liquidated!-100.000.000.000.000.00Form 13
Baldwin Brothers Inc/ma03-31-2021Shs Cl A42Decreased-4.550.0010,000.0011.11238.10Form 13
Churchill Management Corp03-31-2021Com30,282Decreased-3.300.116,968,000.005.32230.10Form 13
Old Dominion Capital Management Inc03-31-2021Stock4,480New!0.000.241,031,000.000.00230.13Form 13
First American Bank03-31-2021Common Stock3,500Maintained0.000.05805,000.008.93230.00Form 13
Pacifica Partners Inc.03-31-2021Shs Cl A13New!0.000.003,000.000.00230.77Form 13
Neville Rodie & Shaw Inc03-31-2021Com1,100Maintained0.000.02253,000.009.05230.00Form 13
Courier Capital Llc03-31-2021Shs Cl A1,497Maintained0.000.03344,000.008.86229.79Form 13
Cordasco Financial Network03-31-2021Shs Cl A31Maintained0.000.017,000.000.00225.81Form 13
Chicago Trust Co Na03-31-2021Shs Cl A2,018Decreased-0.150.16465,000.008.90460.91Form 13
Highpoint Advisor Group Llc03-31-2021Common Stock2,745Increased0.220.08650,000.003.83236.79Form 13
Kwmg, Llc03-31-2021Shs Cl A17,129Decreased-6.220.633,942,000.002.15230.14Form 13
Valeo Financial Advisors, Llc03-31-2021Stock1,711Increased23.360.02394,000.0034.47230.27Form 13
Private Capital Group, Llc03-31-2021Common Stock317Decreased-0.310.0273,000.008.96230.28Form 13
Huntington National Bank03-31-2021Common Stock-fo8,860Decreased-5.000.032,039,000.003.50460.26Form 13
Redpoint Investment Management Pty Ltd03-31-2021Shs Cl A6,332Maintained0.000.121,457,000.008.89230.10Form 13
Chicago Capital, Llc03-31-2021Shs Cl A2,600Maintained0.000.03598,000.008.93230.00Form 13
Gofen & Glossberg Llc /il/03-31-2021Com9,213Maintained0.000.052,120,000.008.94230.11Form 13
Royal London Asset Management Ltd03-31-2021Shs Cl A86,895Increased2.930.0919,995,000.0012.14230.11Form 13
Gateway Investment Advisers Llc03-31-2021Shs Cl A108,094Decreased-0.010.2724,874,000.008.91230.11Form 13
Farmers & Merchants Investments Inc03-31-2021Shs Cl A272Maintained0.000.0063,000.0010.53231.62Form 13
First National Bank Of Hutchinson03-31-2021Int'l Common Stock1,120New!0.000.13260,000.000.00232.14Form 13
Fdx Advisors, Inc.03-31-2021Common Stock9,688Increased334.630.082,229,000.00-76.99230.08Form 13
First Bank & Trust03-31-2021Common Stock13Maintained0.000.003,000.000.00230.77Form 13
Mountain Capital Investment Advisors, Inc03-31-2021Shs Cl A3,226Increased131.750.41772,000.00174.73239.31Form 13
Global Retirement Partners, Llc03-31-2021Shs Cl A1,095Decreased-3.350.03252,000.005.44230.14Form 13
Canton Hathaway, Llc03-31-2021Com200Maintained0.000.0146,000.009.52230.00Form 13
Strategic Investment Advisors / Mi03-31-2021Shs Cl A1,838Increased8.120.11423,000.0017.83230.14Form 13
Charles Schwab Trust Co03-31-2021Shs Cl A0Liquidated!-100.000.000.000.000.00Form 13
Cva Family Office, Llc03-31-2021Shs Cl A165Maintained0.000.0138,000.000.00230.30Form 13
Hummer Financial Advisory Services Inc03-31-2021Shs Cl A3,133Decreased-8.200.70721,000.000.00230.13Form 13
Heron Financial Group, Llc03-31-2021Shs Cl A5,627Increased0.900.791,304,000.0013.19231.74Form 13
Veriti Management Llc03-31-2021Shs Cl A2,370Increased5.800.15545,000.0015.22229.96Form 13
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma03-31-2021Foreign Stock0Liquidated!-100.000.000.000.000.00Form 13
Pioneer Trust Bank N A/or03-31-2021Com919New!0.000.06211,000.000.00229.60Form 13
Rothschild Investment Corp /il03-31-2021Com10,431Maintained0.000.212,400,000.008.89230.08Form 13
Optimum Investment Advisors03-31-2021Shs Cl A1,000Maintained0.000.07230,000.009.00230.00Form 13
Cohen Klingenstein Llc03-31-2021Com5,000Maintained0.000.051,151,000.009.00230.20Form 13
Crossmark Global Holdings, Inc.03-31-2021Com13,260Decreased-5.620.083,051,000.002.80230.09Form 13
Retirement Systems Of Alabama03-31-2021Shs Cl A84,290Decreased-9.210.0719,396,000.00-1.12230.11Form 13
Burt Wealth Advisors03-31-2021Shs Cl A0Liquidated!-100.000.000.000.000.00Form 13
Yorkbridge Wealth Partners, Llc03-31-2021Stock2,526Decreased-5.960.17581,000.002.47230.01Form 13
New Capital Management Lp03-31-2021Shs Cl A741Maintained0.000.15171,000.008.92230.77Form 13
Gps Wealth Strategies Group, Llc03-31-2021Common Stock200New!0.000.0146,000.000.00230.00Form 13
Cx Institutional03-31-2021Com22,504Increased61.950.465,178,000.0076.36230.09Form 13
Wolff Wiese Magana Llc03-31-2021Shs Cl A22Maintained0.000.005,000.000.00227.27Form 13
Trust Co Of Vermont03-31-2021Com61Maintained0.000.0014,000.007.69229.51Form 13
Motco03-31-2021Com0Liquidated!-100.000.000.000.000.00Form 13
Vigilant Capital Management, Llc03-31-2021Common Stock1,829Maintained0.000.04421,000.009.07230.18Form 13
Harbor Investment Advisory, Llc03-31-2021Stock1,139Maintained0.000.04262,000.008.71230.03Form 13
Next Financial Group, Inc03-31-2021Shs Cl A289Increased43.780.0067,000.0059.52464.17Form 13
Tpg Financial Advisors, Llc03-31-2021Shs Cl A971New!0.000.13223,000.000.00229.66Form 13
Pinnacle Financial Partners Inc03-31-2021Shs Cl A996New!0.000.01229,000.000.00229.92Form 13
North Star Investment Management Corp.03-31-2021Stock2,289Maintained0.000.05527,000.008.88230.23Form 13
Bartlett & Co. Llc03-31-2021Com3,350Maintained0.000.02771,000.008.90230.15Form 13
Lvw Advisors, Llc03-31-2021Shs Cl A2,063Increased5.260.09475,000.0014.73230.25Form 13
Gyroscope Capital Management Group, Llc03-31-2021Shs Cl A4,326Decreased-2.170.40995,000.006.53230.00Form 13
Sugarloaf Wealth Management, Llc03-31-2021Shs Cl A136Maintained0.000.0131,000.006.90227.94Form 13
Kcs Wealth Advisory03-31-2021Shs Cl A3,964Increased0.690.47912,000.009.62230.07Form 13
International Assets Investment Management, Llc03-31-2021Shs Cl A116Maintained0.000.0025,000.000.00215.52Form 13
Kirr Marbach & Co Llc /in/03-31-2021Common Stock45,320Decreased-1.983.0210,429,000.006.77230.12Form 13
Creative Financial Designs Inc /adv03-31-2021Stock50Decreased-38.270.0012,000.00-29.41240.00Form 13
Oregon Public Employees Retirement Fund03-31-2021Com45,084Increased9.400.1210,374,000.0019.16230.10Form 13
Bangor Savings Bank03-31-2021Common Stock3,003Decreased-3.220.08691,000.005.34230.10Form 13
Exchange Traded Concepts, Llc03-31-2021Shs Cl A12,858New!0.000.112,959,000.000.00230.13Form 13
First Business Financial Services, Inc.03-31-2021Common1,921Increased12.930.06442,000.0023.12230.09Form 13
Gemmer Asset Management Llc03-31-2021Cl A164Maintained0.000.0138,000.008.57231.71Form 13
Intersect Capital Llc03-31-2021Shs Cl A3,638Increased1.680.17837,000.0010.71230.07Form 13
V Wealth Advisors Llc03-31-2021Shs Cl A1,062Maintained0.000.04244,000.008.93430.04Form 13
Evolution Wealth Advisors, Llc03-31-2021Shs Cl A138Increased318.180.0132,000.00357.14231.88Form 13
Fortem Financial Group, Llc03-31-2021Shs Cl A7,339Increased203.010.981,689,000.00229.88230.14Form 13
Lountzis Asset Management, Llc03-31-2021Com1,900Maintained0.009.99437,209,000.00108,929.68230,110.00Form 13
Marshall Financial Group Llc03-31-2021Shs Cl A4,957Increased5.270.681,141,000.0014.67230.18Form 13
Legacy Wealth Asset Management, Llc03-31-2021Shs Cl A2,147Decreased-0.510.23494,000.008.33230.09Form 13