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Northern Trust

Name Holding Trade Value Shares
Change
Change in
Stake
NewEdge Wealth
701
NewEdge Wealth
Pennsylvania
$230K -$129K -894 -35%
CFS Investment Advisory Services
702
CFS Investment Advisory Services
New Jersey
$230K +$208K +1,443 New
HA
703
Hanover Advisors
South Carolina
$230K +$237K +1,645 New
TCFP
704
Treasure Coast Financial Planning
Florida
$229K – – –
AIM
705
Aspen Investment Management
Michigan
$228K -$18K -125 -7%
Aprio Wealth Management
706
Aprio Wealth Management
Georgia
$228K +$235K +1,633 New
Huntington National Bank
707
Huntington National Bank
Ohio
$227K -$7.62K -53 -3%
HighPoint Advisor Group
708
HighPoint Advisor Group
Illinois
$226K -$536K -3,727 -70%
GCM
709
Gables Capital Management
Florida
$223K – – –
Cornerstone Wealth Group
710
Cornerstone Wealth Group
North Carolina
$223K +$186K +1,296 New
SCM
711
Stonehearth Capital Management
Massachusetts
$221K – – –
Parcion Private Wealth
712
Parcion Private Wealth
Washington
$221K +$228K +1,582 New
MV Capital Management
713
MV Capital Management
Maryland
$219K -$18.6K -129 -8%
World Investment Advisors
714
World Investment Advisors
California
$219K +$226K +1,569 New
Rockport Wealth
715
Rockport Wealth
Ohio
$217K – – –
Sound View Wealth Advisors Group
716
Sound View Wealth Advisors Group
Georgia
$216K -$1.58K -11 -0.7%
GenTrust
717
GenTrust
Florida
$216K +$221K +1,539 New
Pure Financial Advisors
718
Pure Financial Advisors
California
$215K +$222K +1,544 New
Appleton Partners
719
Appleton Partners
Massachusetts
$215K – – –
Tocqueville Asset Management
720
Tocqueville Asset Management
New York
$214K +$221K +1,536 New
CPA
721
Capital Performance Advisors
California
$214K +$221K +1,535 New
AMG National Trust Bank
722
AMG National Trust Bank
Colorado
$214K – – –
Fukoku Mutual Life Insurance
723
Fukoku Mutual Life Insurance
Japan
$212K – – –
Equitable Holdings
724
Equitable Holdings
New York
$211K +$2.16K +15 +1%
Klingenstein Fields & Co
725
Klingenstein Fields & Co
New York
$211K – – –