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Northern Trust

Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
526
International Assets Investment Management
Florida
$107K +$102K +1,153 New
SignatureFD
527
SignatureFD
Georgia
$106K -$6.79K -77 -6%
MLFP
528
MPS Loria Financial Planners
Illinois
$103K +$617 +7 +0.6%
Quadrant Capital Group
529
Quadrant Capital Group
Ohio
$102K -$22K -249 -18%
OIA
530
Optimum Investment Advisors
Illinois
$98K – – –
MAM
531
Meeder Asset Management
Ohio
$96K +$37.4K +424 +70%
FMB
532
Field & Main Bank
Kentucky
$93K – – –
HRC
533
Hoertkorn Richard Charles
$93K – – –
Salem Investment Counselors
534
Salem Investment Counselors
North Carolina
$93K – – –
WhitTier Trust Company
535
WhitTier Trust Company
Nevada
$93K – – –
GLLW
536
Graves Light Lenhart Wealth
Virginia
$93K +$88.2K +1,000 New
Huntington National Bank
537
Huntington National Bank
Ohio
$91K -$15.3K -174 -15%
KPCM
538
Kings Point Capital Management
New York
$86K +$2.03K +23 +3%
FTDI
539
First Trust Direct Indexing
Massachusetts
$85K +$80.7K +915 New
PWA
540
Phoenix Wealth Advisors
North Carolina
$84K +$80K +907 New
CG
541
Cutler Group
California
$83K +$79.4K +900 New
DTIM
542
Danda Trouve Investment Management
Kansas
$74K – – –
TFGT
543
TS Financial Group (TSFG)
Illinois
$72K +$2.21K +25 +3%
CX Institutional
544
CX Institutional
Indiana
$71K +$9.44K +107 +16%
HM Payson & Co
545
HM Payson & Co
Maine
$70K – – –
SC
546
Steph & Co
Wisconsin
$70K – – –
PS
547
Planned Solutions
California
$68K – – –
APA
548
American Portfolios Advisors
New York
$66.3K -$1.41K -16 -2%
FPFS
549
First Personal Financial Services
North Carolina
$65K -$26.5K -300 -30%
T
550
TOBAM
France
$63K – – –