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Northern Trust
NTRS

Name Holding Trade Value Shares
Change 		Change in
Stake
AGWCA
651
Annis Gardner Whiting Capital Advisors
Florida
$5.31K -$2.46K -30 -34%
FWM
652
FSA Wealth Management
Massachusetts
$4.98K – – –
PWMG
653
Prestige Wealth Management Group
New Jersey
$4.57K – – –
OP
654
ORG Partners
Indiana
$4.25K -$2.87K -35 -42%
GWM
655
Geneos Wealth Management
Colorado
$3.82K +$820 +10 +30%
SC
656
SouthState Corp
Florida
$3.82K +$3.53K +43 New
AWM
657
Abound Wealth Management
Tennessee
$3.02K – – –
GI
658
Gradient Investments
Minnesota
$2.67K -$492 -6 -17%
RWM
659
Raffa Wealth Management
District of Columbia
$2.58K – – –
CTWM
660
Cherry Tree Wealth Management
Minnesota
$2.31K – – –
SIC
661
SJS Investment Consulting
Ohio
$2.22K +$246 +3 +14%
AW
662
Avion Wealth
Texas
$2K – – –
WWM
663
Wolff Wiese Magana
California
$1.78K – – –
DF
664
Dunhill Financial
United Kingdom
$1.77K +$246 +3 +18%
VWA
665
Valued Wealth Advisors
Utah
$1.61K +$656 +8 +80%
DPW
666
DiNuzzo Private Wealth
Pennsylvania
$1.51K +$328 +4 +31%
FCA
667
FinTrust Capital Advisors
South Carolina
$1.42K – – –
CA
668
CoreCap Advisors
Michigan
$1.33K +$1.23K +15 New
CAC
669
Core Alternative Capital
Georgia
$1.16K -$6.23K -76 -85%
CWC
670
Carolinas Wealth Consulting
North Carolina
$1.07K +$410 +5 +71%
PCM
671
Penserra Capital Management
California
$1K -$77.3K -942 -99%
CAL
672
Capital Advisors Ltd
Ohio
$1K +$738 +9 +225%
TCA
673
Trifecta Capital Advisors
Illinois
$801 – – –
CHA
674
Carmichael Hill & Associates
Maryland
$712 – – –
NL
675
NVWM LLC
Pennsylvania
$448 +$410 +5 New
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