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Northern Trust

Name Holding Trade Value Shares
Change
Change in
Stake
CWP
526
Cyndeo Wealth Partners
Florida
$397K -$4.6K -45 -1%
CPCPP
527
Canada Post Corporation Pension Plan
Canada
$395K +$318K +3,112 New
UPS
528
UHLMANN PRICE SECURITIES
Illinois
$393K – – –
OIA
529
OneDigital Investment Advisors
Kansas
$391K -$1.53K -15 -0.5%
CCMG
530
Clark Capital Management Group
Pennsylvania
$387K +$1.43K +14 +0.5%
HT
531
Heritage Trust
Oklahoma
$386K +$40.9K +400 +15%
Lido Advisors
532
Lido Advisors
California
$383K +$36.4K +356 +13%
HTIM
533
Harbour Trust & Investment Management
Indiana
$376K -$12.8K -125 -4%
GAG
534
GM Advisory Group
New York
$371K +$2.35K +23 +0.8%
MSWM
535
Mowery & Schoenfeld Wealth Management
Illinois
$370K – – –
EI
536
Ellevest Inc
New York
$365K -$47.1K -461 -14%
Fayez Sarofim & Co
537
Fayez Sarofim & Co
Texas
$362K – – –
FNA
538
First National Advisers
Nebraska
$360K – – –
VA
539
VestGen Advisors
Illinois
$352K -$253K -2,475 -47%
HTC
540
Haverford Trust Company
Pennsylvania
$348K -$16.7K -163 -6%
ACA
541
Atlas Capital Advisors
Wyoming
$347K +$143K +1,398 +104%
SAG
542
SageView Advisory Group
California
$347K +$13K +127 +5%
LG
543
LaFleur & Godfrey
Michigan
$344K -$95.1K -930 -26%
RGC
544
Roberts, Glore & Co
Illinois
$344K -$30.7K -300 -10%
SFI
545
Siemens Fonds Invest
Germany
$343K +$40.9K +400 +17%
LB
546
Legacy Bridge
Iowa
$342K – – –
CFG
547
Cooper Financial Group
California
$334K +$17.9K +175 +7%
VFA
548
Valeo Financial Advisors
Indiana
$329K +$28.7K +281 +12%
QC
549
Quent Capital
New York
$328K +$5.73K +56 +2%
BFG
550
Beacon Financial Group
Texas
$328K -$18.7K -183 -7%