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Northern Trust

Name Holding Trade Value Shares
Change
Change in
Stake
SS
676
Sunbelt Securities
Texas
$194K +$92.7K +720 +100%
WANY
677
Wealthspire Advisors (New York)
New York
$194K -$41K -319 -18%
PS
678
Principal Securities
Iowa
$193K +$12.1K +94 +7%
C
679
Covestor
United Kingdom
$190K -$92.7K -720 -34%
EWA
680
EverSource Wealth Advisors
Alabama
$186K +$4.12K +32 +2%
MWPCG
681
Measured Wealth Private Client Group
New Hampshire
$186K +$178K +1,380 New
CI
682
CX Institutional
Indiana
$185K -$2.32K -18 -1%
CMBA
683
C.M. Bidwell & Associates
Hawaii
$184K
CI Investments Inc
684
CI Investments Inc
Ontario, Canada
$180K +$38.5K +299 +29%
CFB
685
Cullen/Frost Bankers
Texas
$178K -$31.9K -248 -16%
AUB
686
Atlantic Union Bankshares
Virginia
$177K +$170K +1,318 New
FFC
687
First Financial Corp
Indiana
$175K
TCOT
688
Trust Company of Toledo
Ohio
$175K
CFO
689
CVA Family Office
Colorado
$173K -$515 -4 -0.3%
AssetMark Inc
690
AssetMark Inc
California
$171K -$101K -783 -38%
OWP
691
ORG Wealth Partners
Texas
$171K +$90.9K +706 +126%
LWCFA
692
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$162K
IBOK
693
Independence Bank of Kentucky
Kentucky
$158K -$116K -900 -43%
CBT
694
CoreFirst Bank & Trust
Kansas
$152K
CPG
695
Cornerstone Planning Group
New Jersey
$150K +$1.88M +14,579 +69,424%
MPWT
696
MassMutual Private Wealth & Trust
Connecticut
$143K +$515 +4 +0.4%
HI
697
Harbour Investments
Wisconsin
$139K -$257 -2 -0.2%
WSFS
698
Wilmington Savings Fund Society
Delaware
$136K -$196K -1,524 -60%
SAM
699
Smartleaf Asset Management
Massachusetts
$136K +$66.1K +514 +103%
FMB
700
Field & Main Bank
Kentucky
$135K