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Northern Trust

Name Holding Trade Value Shares
Change
Change in
Stake
BMWM
526
Brown Miller Wealth Management
Virginia
$351K +$377K +3,554 New
BFO
527
Boston Family Office
Massachusetts
$345K
HAG
528
HighPoint Advisor Group
Illinois
$342K -$27.6K -260 -7%
NP
529
NorthRock Partners
Minnesota
$340K -$2.87K -27 -0.8%
MG
530
Mather Group
Illinois
$338K +$62.8K +592 +21%
S
531
SignatureFD
Georgia
$335K +$4.78K +45 +1%
IWM
532
IHT Wealth Management
Illinois
$332K +$28.1K +265 +9%
Jones Financial Companies
533
Jones Financial Companies
Missouri
$332K -$16.5K -155 -4%
DBIA
534
Dumont & Blake Investment Advisors
New Jersey
$330K
EI
535
Ellevest Inc
New York
$329K -$7.75K -73 -2%
MAS
536
Meeder Advisory Services
Ohio
$324K -$63K -594 -15%
LCM
537
Liberty Capital Management
Michigan
$319K +$1.17K +11 +0.3%
CWP
538
Cyndeo Wealth Partners
Florida
$313K +$7.85K +74 +2%
FCCM
539
First City Capital Management
Georgia
$310K -$151K -1,420 -31%
ET
540
Equitable Trust
Tennessee
$308K
OIA
541
OneDigital Investment Advisors
Kansas
$306K +$121K +1,142 +58%
UPS
542
UHLMANN PRICE SECURITIES
Illinois
$306K
MPM
543
MBB Public Markets
Illinois
$306K +$329K +3,100 New
HTIM
544
Harbour Trust & Investment Management
Indiana
$305K -$39.8K -375 -11%
CCMG
545
Clark Capital Management Group
Pennsylvania
$300K +$2.12K +20 +0.7%
WG
546
Welch Group
Alabama
$298K
RGC
547
Roberts, Glore & Co
Illinois
$297K -$38.2K -360 -11%
MME
548
Meag Munich Ergo
Germany
$297K +$319K +3,008 New
CIC
549
Carnegie Investment Counsel
Ohio
$292K +$3.82K +36 +1%
SBFM
550
S-Bank Fund Management
Finland
$289K +$311K +2,932 New