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Northern Trust
NTRS

Name Holding Trade Value Shares
Change 		Change in
Stake
BFO
501
Boston Family Office
Massachusetts
$358K – – –
LNWWM
502
Laird Norton Wetherby Wealth Management
California
$357K -$50.9K -498 -13%
NP
503
NorthRock Partners
Minnesota
$356K +$2.15K +21 +0.6%
HTIM
504
Harbour Trust & Investment Management
Indiana
$355K -$26.8K -262 -7%
EI
505
Ellevest Inc
New York
$350K +$11.6K +113 +3%
AI
506
Atria Investments
North Carolina
$347K +$30K +293 +9%
RGC
507
Roberts, Glore & Co
Illinois
$346K -$2.56K -25 -0.7%
CIC
508
Carnegie Investment Counsel
Ohio
$345K – – –
S
509
SignatureFD
Georgia
$343K +$4.8K +47 +1%
DBIA
510
Dumont & Blake Investment Advisors
New Jersey
$343K – – –
GAM
511
Gotham Asset Management
New York
$338K -$13.9K -136 -4%
MSA
512
MUFG Securities Americas
New York
$337K +$336K +3,284 New
LCM
513
Liberty Capital Management
Michigan
$330K – – –
VA
514
Vident Advisory
Georgia
$330K +$4.4K +43 +1%
VI
515
Vestcor Inc
New Brunswick, Canada
$329K -$613 -6 -0.2%
CCG
516
Cypress Capital Group
Florida
$322K -$369K -3,605 -53%
ET
517
Equitable Trust
Tennessee
$320K – – –
QC
518
Quantessence Capital
New York
$319K +$319K +3,117 New
CWP
519
Cyndeo Wealth Partners
Florida
$318K -$716 -7 -0.2%
UPS
520
UHLMANN PRICE SECURITIES
Illinois
$318K – – –
IWM
521
IHT Wealth Management
Illinois
$317K -$20.2K -198 -6%
BG
522
Bahl & Gaynor
Ohio
$317K – – –
CNBOF
523
City National Bank of Florida
Florida
$315K +$315K +3,077 New
SW
524
Simplicity Wealth
New Jersey
$315K +$315K +3,077 New
GS
525
GWN Securities
Florida
$315K +$291K +2,842 New
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