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Northern Trust

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
651
Drive Wealth Management
Utah
$367K +$75.8K +460 +28%
AWA
652
Arkadios Wealth Advisors
Georgia
$364K -$38.9K -236 -10%
SIA
653
Soltis Investment Advisors
Utah
$363K +$45K +273 +15%
KFSC
654
Keystone Financial Services (Colorado)
Colorado
$358K -$26.5K -161 -7%
Envestnet Portfolio Solutions
655
Envestnet Portfolio Solutions
Illinois
$357K +$45.6K +277 +16%
VST
656
Van Strum & Towne
California
$356K – – –
AI
657
Atria Investments
North Carolina
$356K +$34.1K +207 +11%
CWA
658
Canvas Wealth Advisors
Kansas
$355K -$70.3K -427 -17%
TRCT
659
Tower Research Capital (TRC)
New York
$353K -$95.4K -579 -22%
FTWA
660
Fifth Third Wealth Advisors
Ohio
$352K -$49.4K -300 -13%
CT
661
Chicago Trust
Illinois
$350K +$2.47K +15 +0.7%
LI
662
LRI Investments
Florida
$350K +$1.81K +11 +0.6%
PPW
663
Parcion Private Wealth
Washington
$348K +$69.5K +422 +27%
EB
664
Exchange Bank
California
$348K – – –
GLLW
665
Graves Light Lenhart Wealth
Virginia
$348K – – –
HTIM
666
Harbour Trust & Investment Management
Indiana
$344K -$32.9K -200 -9%
EARNEST Partners
667
EARNEST Partners
Georgia
$344K +$10.4K +63 +3%
TWM
668
Trueblood Wealth Management
Ohio
$340K -$240K -1,457 -43%
AWM
669
AE Wealth Management
Kansas
$338K +$39.9K +242 +14%
DIA
670
Dana Investment Advisors
Wisconsin
$337K +$27.5K +167 +9%
HA
671
Hanover Advisors
South Carolina
$335K +$46.6K +283 +17%
HFAS
672
Hummer Financial Advisory Services
Illinois
$332K – – –
BC
673
Barrett & Company
Rhode Island
$330K – – –
SDIC
674
South Dakota Investment Council
South Dakota
$330K -$32.9K -200 -10%
QFW
675
QTR Family Wealth
Florida
$326K +$10.4K +63 +3%