We are live on ! Find out more
NTRS icon

Northern Trust
NTRS

Name Holding Trade Value Shares
Change 		Change in
Stake
BTI
701
Blue Trust Inc
Georgia
$230K +$432 +3 +0.2%
NW
702
NewEdge Wealth
Pennsylvania
$230K -$129K -894 -35%
CIAS
703
CFS Investment Advisory Services
New Jersey
$230K +$208K +1,443 New
HA
704
Hanover Advisors
South Carolina
$230K +$237K +1,645 New
TCFP
705
Treasure Coast Financial Planning
Florida
$229K – – –
AIM
706
Aspen Investment Management
Michigan
$228K -$18K -125 -7%
AWM
707
Aprio Wealth Management
Georgia
$228K +$235K +1,633 New
HNB
708
Huntington National Bank
Ohio
$227K -$7.63K -53 -3%
HAG
709
HighPoint Advisor Group
Illinois
$226K -$536K -3,727 -70%
GCM
710
Gables Capital Management
Florida
$223K – – –
CWG
711
Cornerstone Wealth Group
North Carolina
$223K +$186K +1,296 New
SCM
712
Stonehearth Capital Management
Massachusetts
$221K – – –
PPW
713
Parcion Private Wealth
Washington
$221K +$228K +1,582 New
MCM
714
MV Capital Management
Maryland
$219K -$18.6K -129 -8%
WIA
715
World Investment Advisors
California
$219K +$226K +1,569 New
RW
716
Rockport Wealth
Ohio
$217K – – –
SVWAG
717
Sound View Wealth Advisors Group
Georgia
$216K -$1.58K -11 -0.7%
G
718
GenTrust
Florida
$216K +$221K +1,539 New
PFA
719
Pure Financial Advisors
California
$215K +$222K +1,544 New
AP
720
Appleton Partners
Massachusetts
$215K – – –
TAM
721
Tocqueville Asset Management
New York
$214K +$221K +1,536 New
CPA
722
Capital Performance Advisors
California
$214K +$221K +1,535 New
ANTB
723
AMG National Trust Bank
Colorado
$214K – – –
FMLI
724
Fukoku Mutual Life Insurance
Japan
$212K – – –
EH
725
Equitable Holdings
New York
$211K +$2.16K +15 +1%
27 28
29
30 31