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Northern Trust
NTRS

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
751
Caldwell Trust
Florida
$52K – – –
TPCW
752
TD Private Client Wealth
New York
$51.6K +$919 +7 +2%
HIA
753
Harbor Investment Advisory
Maryland
$49.6K +$5.65K +43 +13%
CB
754
CNB Bank
Pennsylvania
$47.1K – – –
WETS
755
Wealth Enhancement Trust Services
South Dakota
$46.4K +$44.6K +340 New
TM
756
Torren Management
California
$46.1K +$44.4K +338 New
S
757
Sachetta
Massachusetts
$45.8K -$197K -1,500 -82%
TCOV
758
Trust Company of Vermont
Vermont
$45.8K – – –
LFG
759
Larson Financial Group
Missouri
$45K -$6.96K -53 -14%
DMBA
760
Deseret Mutual Benefit Administrators
Utah
$43.3K -$5.91K -45 -12%
TWD
761
True Wealth Design
Ohio
$42.9K +$20.5K +156 +99%
OW
762
Olistico Wealth
Oklahoma
$41K +$39.4K +300 New
HFM
763
Harvest Fund Management
China
$40K – – –
SSG
764
Summit Securities Group
New York
$38.2K -$6.7K -51 -15%
PTC
765
Private Trust Company
Ohio
$37.6K +$1.44K +11 +4%
ZBNA
766
Zions Bancorporation, National Association
Utah
$36.6K +$22.6K +172 +179%
TFA
767
Transamerica Financial Advisors
Florida
$36.4K +$12.2K +93 +54%
DE
768
DV Equities
Illinois
$36.2K +$34.8K +265 New
CAM
769
Close Asset Management
United Kingdom
$36K – – –
IAIM
770
International Assets Investment Management
Florida
$35.4K +$34K +259 New
EW
771
Elyxium Wealth
California
$34.2K +$32.8K +250 New
C
772
Covestor
United Kingdom
$33K -$155K -1,180 -83%
HPC
773
HM Payson & Co
Maine
$30.1K – – –
CT
774
Clearstead Trust
Maine
$29.2K -$1.97K -15 -7%
TCM
775
Triumph Capital Management
Colorado
$28.1K +$27K +206 New
29 30
31
32 33