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Northern Trust

Name Holding Trade Value Shares
Change
Change in
Stake
O'Shaughnessy Asset Management
576
O'Shaughnessy Asset Management
Connecticut
$41K +$9.71K +99 +34%
Geneos Wealth Management
577
Geneos Wealth Management
Colorado
$40K -$48.9K -498 -58%
CIA
578
CSat Investment Advisory
Michigan
$40K +$2.94K +30 +9%
CB
579
CNB Bank
Pennsylvania
$36K – – –
TCOV
580
Trust Company of Vermont
Vermont
$32K -$6.08K -62 -17%
EWM
581
Endurance Wealth Management
Rhode Island
$32K – – –
PMFA
582
Plante Moran Financial Advisors
Michigan
$32K – – –
CFA
583
Carroll Financial Associates
North Carolina
$32K +$981 +10 +3%
AP
584
Atwood & Palmer
Missouri
$30K +$18.6K +190 +190%
CFGS
585
Concourse Financial Group Securities
Alabama
$28K – – –
Cullen/Frost Bankers
586
Cullen/Frost Bankers
Texas
$27K -$589 -6 -2%
Valeo Financial Advisors
587
Valeo Financial Advisors
Indiana
$27K +$5.4K +55 +28%
APP
588
Alpha Paradigm Partners
Illinois
$25K +$23.6K +241 New
Thompson Siegel & Walmsley
589
Thompson Siegel & Walmsley
Virginia
$25K +$23.6K +241 New
IBOK
590
Independence Bank of Kentucky
Kentucky
$24K – – –
GAM
591
Gemmer Asset Management
California
$24K +$98 +1 +0.4%
CFO
592
CVA Family Office
Colorado
$24K +$22.6K +230 New
RE
593
RBC Europe
United Kingdom
$21K – – –
FRA
594
Front Row Advisors
California
$21K -$687 -7 -3%
LF
595
Lee Financial
Texas
$21K – – –
Whittier Trust
596
Whittier Trust
California
$20K – – –
DWP
597
Destiny Wealth Partners
Florida
$20K +$4.02K +41 +27%
ZB
598
Zions Bancorporation
Utah
$19K -$1.86K -19 -9%
First Horizon Advisors
599
First Horizon Advisors
Tennessee
$19K +$3.63K +37 +23%
SAI
600
Systematic Alpha Investments
New Jersey
$18K – – –