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Northern Trust

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
926
Mascoma Wealth Management
New Hampshire
$1.81K +$1.87K +13 New
VWM
927
Vermillion Wealth Management
Minnesota
$1.81K +$1.87K +13 New
CFG
928
Clayton Financial Group
Missouri
$1.68K – – –
HFS
929
Hughes Financial Services
Virginia
$1.68K +$863 +6 +100%
PWA
930
Portus Wealth Advisors
North Carolina
$1.68K +$1.73K +12 New
ECA
931
Elevated Capital Advisors
Utah
$1.53K – – –
HIA
932
HFM Investment Advisors
New Jersey
$1.53K – – –
PPC
933
Park Place Capital
Alabama
$1.4K -$288 -2 -17%
1CP
934
1015 Capital Partners
Pennsylvania
$1.4K – – –
HWP
935
Highline Wealth Partners
California
$1.4K +$575 +4 +67%
APW
936
Aventura Private Wealth
Florida
$1.12K – – –
TFA
937
Toth Financial Advisory
Virginia
$1.12K – – –
CAL
938
Capital Advisors Ltd
Ohio
$1K – – –
PJC
939
Phillip James Consulting
Minnesota
$1K +$1.29K +9 New
SWP
940
Strategic Wealth Partners
Ohio
$999 +$1.01K +7 New
PIM
941
Plato Investment Management
Australia
$978 – – –
WestEnd Advisors
942
WestEnd Advisors
North Carolina
$837 – – –
TBFA
943
Three Bearings Fiduciary Advisors
New Hampshire
$702 – – –
DWM
944
Dogwood Wealth Management
Kansas
$698 -$144 -1 -17%
RWS
945
Retirement Wealth Solutions
Wisconsin
$698 +$144 +1 +25%
QWM
946
Quaker Wealth Management
New Jersey
$698 +$288 +2 +67%
SWA
947
SOA Wealth Advisors
New York
$642 – – –
SA
948
Seneschal Advisors
Washington
$559 – – –
FFA
949
Frazier Financial Advisors
Ohio
$559 +$575 +4 New
CT
950
Colonial Trust
South Carolina
$558 – – –