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Northern Trust
NTRS

Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
626
Venturi Wealth Management
Texas
$30.2K +$2.27K +26 +8%
TCOV
627
Trust Company of Vermont
Vermont
$30.2K +$3.06K +35 +12%
GBT
628
Grove Bank & Trust
Florida
$29.6K +$2.19K +25 +8%
BWP
629
Baldwin Wealth Partners
Massachusetts
$28.8K -$2.97K -34 -10%
OW
630
Olistico Wealth
Oklahoma
$27K – – –
OIA
631
Optimum Investment Advisors
Illinois
$26.2K +$87 +1 +0.3%
CFGS
632
Concourse Financial Group Securities
Alabama
$26.1K +$350 +4 +1%
QL
633
Quarry LP
New York
$25.9K -$111K -1,264 -81%
EWA
634
EverSource Wealth Advisors
Alabama
$24.3K -$1.75K -20 -7%
HWM
635
Hemington Wealth Management
Virginia
$23K +$20.6K +236 New
FPFS
636
First Personal Financial Services
North Carolina
$22.5K – – –
BIG
637
Brooklyn Investment Group
New York
$22.5K +$21.9K +250 New
BGA
638
Battery Global Advisors
Massachusetts
$21.7K +$20.9K +239 New
TSMHT
639
Thurston Springer Miller Herd & Titak
Indiana
$21.4K – – –
TWD
640
True Wealth Design
Ohio
$20.8K +$20.2K +231 New
HWA
641
HHM Wealth Advisors
Tennessee
$19.8K – – –
PTC
642
Private Trust Company
Ohio
$18.5K +$787 +9 +5%
LJHT
643
Laurie J. Hall Trustee
$18K -$4.37K -50 -20%
ADL
644
Asset Dedication LLC
California
$17.6K – – –
WT
645
Whittier Trust
California
$16.7K -$87.4K -1,000 -84%
AWM
646
Avior Wealth Management
Nebraska
$15.3K +$262 +3 +2%
RCM
647
Raleigh Capital Management
North Carolina
$14K +$2.19K +25 +19%
CFB
648
Cullen/Frost Bankers
Texas
$13.3K – – –
FHA
649
First Horizon Advisors
Tennessee
$13.1K -$17.8K -204 -58%
AGWCA
650
Annis Gardner Whiting Capital Advisors
Florida
$13.1K +$6.38K +73 +101%
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