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Northern Trust

Name Holding Trade Value Shares
Change
Change in
Stake
RGC
601
Roberts, Glore & Co
Illinois
$360K
LIP
602
Lighthouse Investment Partners
Florida
$358K +$369K +2,563 New
PWMAG
603
Pinnacle Wealth Management Advisory Group
New Jersey
$357K -$7.63K -53 -2%
Koshinski Asset Management
604
Koshinski Asset Management
Illinois
$355K -$5.9K -41 -2%
RA
605
Riversedge Advisors
Delaware
$347K +$3.45K +24 +1%
CWA
606
Canvas Wealth Advisors
Kansas
$345K -$72.1K -501 -17%
BFG
607
Beacon Financial Group
Texas
$345K +$288 +2 +0.1%
LRIC
608
Long Road Investment Counsel
Michigan
$342K
AMG
609
Advisors Management Group
Wisconsin
$340K
TWIM
610
TIAA Wealth Investment Management
New York
$339K +$349K +2,429 New
MPI
611
Mairs & Power Inc
Minnesota
$335K
WF
612
Welch & Forbes
Massachusetts
$332K
JTWM
613
Jackson Thornton Wealth Management
Alabama
$331K +$26.2K +182 +9%
BF
614
BOK Financial
Oklahoma
$330K -$1.45M -10,089 -81%
CA
615
Clearstead Advisors
Ohio
$330K -$69.9K -486 -17%
PWM
616
Perigon Wealth Management
California
$329K -$63.9K -444 -16%
BWP
617
BSW Wealth Partners
Colorado
$329K +$339K +2,354 New
CFG
618
Cooper Financial Group
California
$326K -$18.6K -129 -5%
AWA
619
Arkadios Wealth Advisors
Georgia
$325K +$4.89K +34 +1%
FTWA
620
Fifth Third Wealth Advisors
Ohio
$325K +$54.8K +381 +20%
I
621
InceptionR
California
$322K -$1.25M -8,677 -79%
PA
622
Profund Advisors
Maryland
$320K -$79.4K -552 -19%
Lazard Asset Management
623
Lazard Asset Management
New York
$318K
WCA
624
Westover Capital Advisors
Delaware
$318K
MSWM
625
Mowery & Schoenfeld Wealth Management
Illinois
$317K -$3.74K -26 -1%