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Northern Trust

Name Holding Trade Value Shares
Change
Change in
Stake
Kingswood Wealth Advisors
651
Kingswood Wealth Advisors
California
$241K +$26.1K +199 +13%
AIM
652
Aspen Investment Management
Michigan
$240K +$231K +1,760 New
CreativeOne Wealth
653
CreativeOne Wealth
Kansas
$239K -$169K -1,285 -42%
Ameritas Investment Partners
654
Ameritas Investment Partners
Nebraska
$238K – – –
RFN
655
RDA Financial Network
Iowa
$237K -$11.4K -87 -5%
MIM
656
Morningstar Investment Management
Illinois
$237K -$67.5K -514 -23%
Parallel Advisors
657
Parallel Advisors
California
$237K +$3.94K +30 +2%
LRPA
658
L. Roy Papp & Associates
Arizona
$235K – – –
OP
659
Oslo Pensjonsforsikring
$235K – – –
MWPCG
660
Measured Wealth Private Client Group
New Hampshire
$234K +$43.6K +332 +24%
EP
661
Essential Partners
California
$234K +$157K +1,199 +234%
FDCP
662
Foster Dykema Cabot & Partners
Massachusetts
$233K – – –
Wedmont Private Capital
663
Wedmont Private Capital
Pennsylvania
$233K +$215K +1,635 New
MCM
664
MV Capital Management
Maryland
$232K +$20.5K +156 +10%
MCP
665
Miller Capital Partners
Michigan
$232K +$223K +1,700 New
PFM
666
Patton Fund Management
Texas
$232K -$92.7K -706 -29%
Atomi Financial Group
667
Atomi Financial Group
New York
$231K +$3.28K +25 +2%
Huntington National Bank
668
Huntington National Bank
Ohio
$230K +$13.1K +100 +6%
FineMark National Bank & Trust
669
FineMark National Bank & Trust
Florida
$228K +$219K +1,670 New
PCM
670
Parsons Capital Management
Rhode Island
$228K – – –
Saturna Capital
671
Saturna Capital
Washington
$228K – – –
CWM
672
Cornerstone Wealth Management
Missouri
$227K – – –
Blue Trust Inc
673
Blue Trust Inc
Georgia
$225K – – –
TCFP
674
Treasure Coast Financial Planning
Florida
$225K – – –
DWM
675
Drive Wealth Management
Utah
$224K +$214K +1,629 New