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Northern Trust
NTRS

Name Holding Trade Value Shares
Change 		Change in
Stake
HIA
801
Harbor Investment Advisory
Maryland
$42.3K -$8.63K -60 -17%
OW
802
Olistico Wealth
Oklahoma
$41.9K – – –
HFM
803
Harvest Fund Management
China
$41K – – –
PTC
804
Private Trust Company
Ohio
$40.9K +$2.59K +18 +7%
TLFA
805
True Link Financial Advisors
California
$37.7K +$38.8K +270 New
AA
806
Ancora Advisors
Ohio
$37.1K +$10.8K +75 +39%
IAIM
807
International Assets Investment Management
Florida
$35.8K -$863 -6 -2%
HPBT
808
Hickory Point Bank & Trust
Illinois
$34.9K +$36K +250 New
BGA
809
Battery Global Advisors
Massachusetts
$33.5K +$23.9K +166 +227%
HPC
810
HM Payson & Co
Maine
$30.7K – – –
TPWA
811
Twin Peaks Wealth Advisors
California
$30K +$30.9K +215 New
CT
812
Clearstead Trust
Maine
$29.9K – – –
TCM
813
Triumph Capital Management
Colorado
$29.3K +$432 +3 +1%
IWS
814
Intentional Wealth Strategies
Colorado
$29.3K +$30.2K +210 New
BWA
815
Basecamp Wealth Advisors
Washington
$28.3K +$14.5K +101 +99%
ADL
816
Asset Dedication LLC
California
$27.2K – – –
FIA
817
FNY Investment Advisers
New York
$27K – – –
JWA
818
JFS Wealth Advisors
Pennsylvania
$24.7K +$1.01K +7 +4%
IBOK
819
Independence Bank of Kentucky
Kentucky
$24.4K -$144K -1,000 -85%
BOJHT
820
Bank of Jackson Hole Trust
Wyoming
$24.4K – – –
SFG
821
Strive Financial Group
Indiana
$24K – – –
WIM
822
Westside Investment Management
California
$23.3K – – –
GKIM
823
GW&K Investment Management
Massachusetts
$23K +$575 +4 +3%
HWA
824
HHM Wealth Advisors
Tennessee
$22.3K – – –
BGAI
825
Bruce G. Allen Investments
Colorado
$21.6K – – –
31 32
33
34 35