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Northern Trust
NTRS

Name Holding Trade Value Shares
Change 		Change in
Stake
BLC
801
Brown, Lisle/Cummings
Rhode Island
$4.98K – – –
FC
802
Financial Consulate
Maryland
$4.88K +$4.63K +36 New
CFD
803
Creative Financial Designs
Indiana
$4.85K -$4.5K -35 -49%
BFS
804
Bare Financial Services
Pennsylvania
$4.85K – – –
HHGA
805
Halbert Hargrove Global Advisors
California
$4.85K +$4.63K +36 New
AWM
806
Abound Wealth Management
Tennessee
$4.58K – – –
MA
807
MCF Advisors
Kentucky
$4.47K – – –
SWM
808
Spire Wealth Management
Virginia
$4.44K -$901 -7 -18%
GWM
809
Geneos Wealth Management
Colorado
$4.44K – – –
RTL
810
Red Tortoise LLC
Georgia
$4.04K – – –
RWM
811
Raffa Wealth Management
District of Columbia
$3.9K – – –
KG
812
Kilter Group
New York
$3.77K +$1.54K +12 +75%
DPW
813
DiNuzzo Private Wealth
Pennsylvania
$3.68K – – –
RWM
814
Rialto Wealth Management
New York
$3.63K +$386 +3 +13%
OP
815
ORG Partners
Indiana
$3.63K +$1.8K +14 +108%
CTWM
816
Cherry Tree Wealth Management
Minnesota
$3.5K – – –
AEPWM
817
Atlantic Edge Private Wealth Management
Florida
$3.37K +$3.22K +25 New
EWP
818
Elevation Wealth Partners
California
$3.23K +$3.09K +24 New
AW
819
Avion Wealth
Texas
$3K +$515 +4 +18%
DF
820
Dunhill Financial
United Kingdom
$2.84K – – –
PS
821
Pinney & Scofield
Massachusetts
$2.69K – – –
WWM
822
Wolff Wiese Magana
California
$2.69K – – –
CA
823
Crewe Advisors
Utah
$2.69K +$2.57K +20 New
VWA
824
Valued Wealth Advisors
Utah
$2.58K +$386 +3 +19%
PWA
825
Principia Wealth Advisory
Texas
$2.56K +$257 +2 +12%
31 32
33
34 35