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Northern Trust
NTRS

Name Holding Trade Value Shares
Change 		Change in
Stake
CWMA
726
Capstone Wealth Management (Alabama)
Alabama
$270K +$256K +1,555 New
CW
727
CreativeOne Wealth
Kansas
$270K -$46.3K -281 -15%
CI
728
CX Institutional
Indiana
$269K +$7.25K +44 +3%
SCA
729
Snowden Capital Advisors
New York
$269K +$13.5K +82 +6%
AP
730
Appleton Partners
Massachusetts
$268K – – –
PFA
731
Pure Financial Advisors
California
$266K -$1.98K -12 -0.8%
ANTB
732
AMG National Trust Bank
Colorado
$266K – – –
CFO
733
CVA Family Office
Colorado
$265K +$2.8K +17 +1%
TAM
734
Tocqueville Asset Management
New York
$265K -$1.98K -12 -0.8%
MWPCG
735
Measured Wealth Private Client Group
New Hampshire
$264K -$31.6K -192 -11%
KFC
736
Klingenstein Fields & Co
New York
$262K – – –
DADC
737
D.A. Davidson & Co
Montana
$262K +$2.64K +16 +1%
CWG
738
Cornerstone Wealth Group
North Carolina
$261K +$34.1K +207 +16%
NRS
739
Neville Rodie & Shaw
New York
$261K – – –
FDP
740
Financiere des Professionnels
Quebec, Canada
$259K +$245K +1,490 New
CCG
741
Cypress Capital Group
Florida
$257K – – –
KAM
742
Knightsbridge Asset Management
California
$257K +$2.96K +18 +1%
CIAS
743
CFS Investment Advisory Services
New Jersey
$255K -$165 -1 -0.1%
NI
744
Nuance Investments
Missouri
$253K -$2.35M -14,287 -91%
FRA
745
Frank Rimerman Advisors
California
$252K +$494 +3 +0.2%
PJSIMP
746
P.J. Schmidt Investment Management (PJS)
Wisconsin
$251K – – –
AFP
747
Ausdal Financial Partners
Iowa
$248K +$235K +1,428 New
WA
748
WESPAC Advisors
California
$248K +$235K +1,426 New
RFP
749
Root Financial Partners
California
$246K +$43K +261 +23%
FFG
750
Fiduciary Financial Group
California
$246K +$233K +1,416 New
28 29
30
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