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Northern Trust

Name Holding Trade Value Shares
Change
Change in
Stake
RPWA
626
Regent Peak Wealth Advisors
Georgia
$4K +$4.23K +48 New
M
627
MOTCO
Texas
$3K – – –
SFSIG
628
San Francisco Sentry Investment Group
California
$3K – – –
LWM
629
Liberty Wealth Management
California
$3K +$353 +4 +12%
LGA
630
Lebenthal Global Advisors
New York
$3K +$3.62K +41 New
RWM
631
Raffa Wealth Management
District of Columbia
$2.7K – – –
SWA
632
Sutton Wealth Advisors
Florida
$2.7K +$794 +9 +45%
BCM
633
Bourgeon Capital Management
Connecticut
$2K -$2.21K -25 -50%
SBL
634
Sargent Bickham Lagudis
Colorado
$2K – – –
SL
635
Savior LLC
Massachusetts
$2K – – –
TFA
636
Transamerica Financial Advisors
Florida
$2K +$265 +3 +25%
CWC
637
Carolinas Wealth Consulting
North Carolina
$1K – – –
FMP
638
Financial Management Professionals
Texas
$1K – – –
FCA
639
FinTrust Capital Advisors
South Carolina
$1K – – –
JWM
640
Janiczek Wealth Management
Colorado
$1K – – –
Larson Financial Group
641
Larson Financial Group
Missouri
$1K – – –
VNA
642
Valley National Advisers
Pennsylvania
$1K – – –
SWA
643
SOA Wealth Advisors
New York
$1K +$1.76K +20 New
WIM
644
Westside Investment Management
California
$9 – – –
ELI
645
Empire Life Investments
Ontario, Canada
– -$6.17M -79,064 Closed
Capital Fund Management (CFM)
646
Capital Fund Management (CFM)
France
– -$2.84M -36,459 Closed
RBA
647
Richard Bernstein Advisors
New York
– -$2.6M -33,309 Closed
Connor, Clark & Lunn Investment Management (CC&L)
648
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$2.02M -25,900 Closed
First Citizens Bank & Trust
649
First Citizens Bank & Trust
North Carolina
– -$1.54M -19,816 Closed
Achmea Investment Management
650
Achmea Investment Management
Netherlands
– -$1.01M -12,922 Closed