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Northern Trust
NTRS

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
651
AlphaCentric Advisors
Puerto Rico
$242K +$233K +1,771 New
KWA
652
Kingswood Wealth Advisors
California
$241K +$26.1K +199 +13%
AIM
653
Aspen Investment Management
Michigan
$240K +$231K +1,760 New
CW
654
CreativeOne Wealth
Kansas
$239K -$169K -1,285 -42%
AIP
655
Ameritas Investment Partners
Nebraska
$238K – – –
RFN
656
RDA Financial Network
Iowa
$237K -$11.4K -87 -5%
MIM
657
Morningstar Investment Management
Illinois
$237K -$67.5K -514 -23%
PA
658
Parallel Advisors
California
$237K +$3.94K +30 +2%
LRPA
659
L. Roy Papp & Associates
Arizona
$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 – – –
WPC
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%
AFG
667
Atomi Financial Group
New York
$231K +$3.28K +25 +2%
HNB
668
Huntington National Bank
Ohio
$230K +$13.1K +100 +6%
FNBT
669
FineMark National Bank & Trust
Florida
$228K +$219K +1,670 New
PCM
670
Parsons Capital Management
Rhode Island
$228K – – –
SC
671
Saturna Capital
Washington
$228K – – –
CWM
672
Cornerstone Wealth Management
Missouri
$227K – – –
BTI
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
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