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Northern Trust
NTRS

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
501
Cyndeo Wealth Partners
Florida
$269K -$410 -5 -0.2%
LC
502
Lincoln Capital
Nebraska
$267K -$18.4K -224 -7%
CCMG
503
Clark Capital Management Group
Pennsylvania
$267K – – –
SCTC
504
Sanibel Captiva Trust Company
Florida
$267K +$17K +207 +7%
HI
505
Horizon Investments
North Carolina
$266K -$3.94K -48 -2%
MCM
506
MAI Capital Management
Ohio
$264K +$16.1K +196 +7%
VFA
507
Valeo Financial Advisors
Indiana
$260K -$30.4K -371 -11%
PWP
508
Perfromance Wealth Partners
Illinois
$253K -$1.39K -17 -0.6%
MSWM
509
Mowery & Schoenfeld Wealth Management
Illinois
$246K – – –
FMLI
510
Fukoku Mutual Life Insurance
Japan
$245K – – –
HTC
511
Haverford Trust Company
Pennsylvania
$244K – – –
LB
512
Legacy Bridge
Iowa
$240K – – –
AWM
513
Apollon Wealth Management
South Carolina
$240K +$9.68K +118 +5%
PGFC
514
Peapack-Gladstone Financial Corp
New Jersey
$239K +$23.9K +292 +12%
AIP
515
Ameritas Investment Partners
Nebraska
$238K -$23.3K -284 -10%
HWM
516
HB Wealth Management
Georgia
$237K -$2.71K -33 -1%
SP
517
Symmetry Partners
Connecticut
$232K – – –
CW
518
CreativeOne Wealth
Kansas
$229K +$211K +2,574 New
DWA
519
Delap Wealth Advisory
Oregon
$226K +$208K +2,542 New
AP
520
Appleton Partners
Massachusetts
$224K -$11.1K -135 -5%
PCA
521
Pallas Capital Advisors
Massachusetts
$222K +$205K +2,498 New
ACM
522
AlphaStar Capital Management
North Carolina
$221K +$204K +2,487 New
FSA
523
Franklin Street Advisors
North Carolina
$220K – – –
EWA
524
EP Wealth Advisors
California
$219K +$7.63K +93 +4%
CMAI
525
Capital Management Associates Inc
Minnesota
$217K +$200K +2,440 New
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