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Northern Trust

Name Holding Trade Value Shares
Change
Change in
Stake
HT
551
Heritage Trust
Oklahoma
$411K -$4.86K -37 -1%
TG
552
TCW Group
California
$409K +$393K +2,992 New
OL
553
Optas LLC
Texas
$409K +$105K +800 +37%
CWA
554
Canvas Wealth Advisors
Kansas
$407K -$110K -834 -22%
CHWM
555
Cauble & Harre Wealth Management
Missouri
$407K +$389K +2,961 New
BIG
556
Brooklyn Investment Group
New York
$407K +$382K +2,911 New
GAG
557
GM Advisory Group
New York
$404K +$2.36K +18 +0.6%
BCV
558
Banque Cantonale Vaudoise
Switzerland
$404K +$83.1K +633 +27%
ET
559
Equitable Trust
Tennessee
$402K
SWP
560
Sagespring Wealth Partners
Tennessee
$402K +$99.1K +755 +35%
WANY
561
Wealthspire Advisors (New York)
New York
$400K +$195K +1,486 +103%
GS
562
GTS Securities
Florida
$397K +$381K +2,904 New
AF
563
Allworth Financial
California
$396K +$181K +1,379 +91%
BAAM
564
Baker Avenue Asset Management
California
$395K -$108K -824 -22%
TE
565
Tema ETFs
New York
$392K -$1.05K -8 -0.3%
Fayez Sarofim & Co
566
Fayez Sarofim & Co
Texas
$390K
CA
567
Clearstead Advisors
Ohio
$389K +$34.8K +265 +10%
PA
568
Profund Advisors
Maryland
$389K -$72K -548 -16%
ACA
569
Atlas Capital Advisors
Wyoming
$385K +$371K +2,822 New
PWM
570
Perigon Wealth Management
California
$383K +$118K +895 +47%
BAMG
571
Brand Asset Management Group
Missouri
$380K +$76.5K +583 +27%
QC
572
Quent Capital
New York
$378K +$19.2K +146 +6%
QLSGSCF
573
Quent Long Short Global Small Cap Fund
New York
$378K +$363K +2,766 New
VFA
574
Valeo Financial Advisors
Indiana
$373K +$14K +107 +4%
CFM
575
Catalyst Funds Management
Australia
$369K -$78.8K -600 -18%