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Northern Trust

Name Holding Trade Value Shares
Change
Change in
Stake
BW
901
Basepoint Wealth
Iowa
$13.2K +$3.13K +19 +33%
DIP
902
DT Investment Partners
Pennsylvania
$13K
KAS
903
Kemnay Advisory Services
New York
$12.9K +$1.65K +10 +16%
AFC
904
Ares Financial Consulting
California
$12.2K
JGCM
905
Joseph Group Capital Management
Ohio
$11.5K +$1.48K +9 +16%
SS
906
SBI Securities
Japan
$11.3K
WA
907
Westfuller Advisors
New York
$10.7K +$5.44K +33 +118%
DRP
908
Decker Retirement Planning
Utah
$10.6K +$10K +61 New
CB
909
Centennial Bank
Arkansas
$10.4K
SC
910
SouthState Corp
Florida
$10.3K +$494 +3 +5%
VWA
911
Valued Wealth Advisors
Utah
$10.1K +$2.31K +14 +32%
PSFG
912
Park Square Financial Group
Georgia
$9.91K +$988 +6 +12%
FC
913
Financial Consulate
Maryland
$9.8K +$329 +2 +4%
CFM
914
Cornerstone Financial Management
Massachusetts
$9.56K +$4.94K +30 +120%
CPG
915
Cornerstone Planning Group
New Jersey
$9.49K -$494 -3 -5%
RWM
916
Rialto Wealth Management
New York
$9.39K +$3.29K +20 +59%
RF
917
Rossby Financial
Florida
$9.21K +$824 +5 +10%
SWM
918
SHP Wealth Management
Massachusetts
$9.06K -$2.47K -15 -22%
PWMG
919
Prestige Wealth Management Group
New Jersey
$8.91K
1M
920
1248 Management
Missouri
$8.73K +$8.24K +50 New
GGI
921
Godsey & Gibb Inc
Virginia
$8.69K
SFAM
922
Sawyer Falduto Asset Management
Illinois
$8.69K
OAJ
923
Ogorek Anthony Joseph
New York
$8K
AW
924
Avion Wealth
Texas
$8K +$1.48K +9 +24%
PWA
925
Physician Wealth Advisors
Utah
$7.82K -$329 -2 -4%