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Northern Trust
NTRS

Name Holding Trade Value Shares
Change 		Change in
Stake
SVWAG
726
Sound View Wealth Advisors Group
Georgia
$271K +$1.48K +9 +0.6%
CWMA
727
Capstone Wealth Management (Alabama)
Alabama
$270K +$256K +1,555 New
CW
728
CreativeOne Wealth
Kansas
$270K -$46.3K -281 -15%
CI
729
CX Institutional
Indiana
$269K +$7.25K +44 +3%
SCA
730
Snowden Capital Advisors
New York
$269K +$13.5K +82 +6%
AP
731
Appleton Partners
Massachusetts
$268K – – –
PFA
732
Pure Financial Advisors
California
$266K -$1.98K -12 -0.8%
ANTB
733
AMG National Trust Bank
Colorado
$266K – – –
CFO
734
CVA Family Office
Colorado
$265K +$2.8K +17 +1%
TAM
735
Tocqueville Asset Management
New York
$265K -$1.98K -12 -0.8%
MWPCG
736
Measured Wealth Private Client Group
New Hampshire
$264K -$31.6K -192 -11%
KFC
737
Klingenstein Fields & Co
New York
$262K – – –
DADC
738
D.A. Davidson & Co
Montana
$262K +$2.64K +16 +1%
CWG
739
Cornerstone Wealth Group
North Carolina
$261K +$34.1K +207 +16%
NRS
740
Neville Rodie & Shaw
New York
$261K – – –
FDP
741
Financiere des Professionnels
Quebec, Canada
$259K +$245K +1,490 New
CCG
742
Cypress Capital Group
Florida
$257K – – –
KAM
743
Knightsbridge Asset Management
California
$257K +$2.96K +18 +1%
CIAS
744
CFS Investment Advisory Services
New Jersey
$255K -$165 -1 -0.1%
NI
745
Nuance Investments
Missouri
$253K -$2.35M -14,287 -91%
FRA
746
Frank Rimerman Advisors
California
$252K +$494 +3 +0.2%
PJSIMP
747
P.J. Schmidt Investment Management (PJS)
Wisconsin
$251K – – –
AFP
748
Ausdal Financial Partners
Iowa
$248K +$235K +1,428 New
WA
749
WESPAC Advisors
California
$248K +$235K +1,426 New
RFP
750
Root Financial Partners
California
$246K +$43K +261 +23%
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