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Northern Trust

Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
651
Mark Sheptoff Financial Planning
Connecticut
$4K
CI
652
Cordant Inc
Oregon
$4K +$4.15K +35 New
AF
653
Arrow Financial
New York
$4K +$4.5K +38 New
RWM
654
Raffa Wealth Management
District of Columbia
$3.38K
BCM
655
Bourgeon Capital Management
Connecticut
$3K
CI Investments Inc
656
CI Investments Inc
Ontario, Canada
$3K
KFP
657
KB Financial Partners
New Jersey
$3K
SWA
658
SOA Wealth Advisors
New York
$3K
SC
659
Schubert & Co
Texas
$3K +$474 +4 +22%
FMP
660
Financial Management Professionals
Texas
$3K +$1.42K +12 +86%
AF
661
Allworth Financial
California
$3K +$1.66K +14 +108%
Loomis, Sayles & Company
662
Loomis, Sayles & Company
Massachusetts
$3K +$2.96K +25 New
MA
663
MCF Advisors
Kentucky
$3K +$3.32K +28 New
SBL
664
Sargent Bickham Lagudis
Colorado
$2K
AssetMark Inc
665
AssetMark Inc
California
$2K +$1.66K +14 New
GKIM
666
GW&K Investment Management
Massachusetts
$2K +$1.66K +14 New
DI
667
Disciplined Investments
Oklahoma
$2K +$2.25K +19 New
CWC
668
Carolinas Wealth Consulting
North Carolina
$1K
JWM
669
Janiczek Wealth Management
Colorado
$1K
LWA
670
Lenox Wealth Advisors
New York
$1K
SC
671
Sierra Capital
Florida
$1K
S
672
Surevest
California
$1K
MCC
673
Money Concepts Capital
Florida
$1K +$948 +8 New
TFA
674
Toth Financial Advisory
Virginia
$1K +$948 +8 New
WA
675
WestEnd Advisors
North Carolina
$232 -$237 -2 Closed