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Northern Trust

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
701
Geneos Wealth Management
Colorado
– -$5K -59 Closed
BL
702
Balentine LLC
Georgia
– -$5K -46 Closed
TG
703
TLP Group
Illinois
– -$3K -31 Closed
PO
704
Private Ocean
California
– -$2K -17 Closed
JA
705
JOYN Advisors
Georgia
– +$314 +3 New
PWM
706
Perigon Wealth Management
California
– +$418 +4 New