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CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
SBH
451
Segall Bryant & Hamill
Illinois
$553K -$51.3K -550 -8%
AIP
452
Ameritas Investment Partners
Nebraska
$553K +$11K +118 +2%
CCS
453
Crosspoint Capital Strategies
California
$544K +$28.6K +307 +6%
V
454
Veritable
Delaware
$537K -$377K -4,041 -41%
PAM
455
PartnerRe Asset Management
Connecticut
$533K -$94.9K -1,017 -15%
SWM
456
Strategic Wealth Management
Washington
$524K – – –
QAM
457
Quantres Asset Management
Cayman Islands
$521K +$522K +5,600 New
ICM
458
IMS Capital Management
Oregon
$509K +$137K +1,470 +37%
DY
459
Dowling & Yahnke
California
$506K +$41.5K +445 +9%
GW
460
GW & Wade
Massachusetts
$505K -$4.29K -46 -0.8%
ECM
461
Everence Capital Management
Indiana
$488K – – –
CI
462
CAZ Investments
Texas
$486K +$933 +10 +0.2%
PL
463
Perpetual Ltd
Australia
$485K – – –
GIA
464
GHP Investment Advisors
Colorado
$484K – – –
BMM
465
Buffington Mohr McNeal
Idaho
$482K +$17.7K +190 +4%
SGAM
466
Steinberg Global Asset Management
Florida
$479K -$14K -150 -3%
KS
467
Karpas Strategies
Connecticut
$465K – – –
TJHA
468
Thomas J. Herzfeld Advisors
Florida
$465K +$466K +5,000 New
TCM
469
Twin Capital Management
Pennsylvania
$460K +$228K +2,440 +98%
TF
470
Tompkins Financial
New York
$458K – – –
BFG
471
Beacon Financial Group
Texas
$450K +$4.94K +53 +1%
LIM
472
Leavell Investment Management
Alabama
$441K – – –
HDIM
473
Hanson & Doremus Investment Management
Vermont
$439K – – –
AP
474
Advisor Partners
California
$433K +$40.2K +431 +10%
SIG
475
Schooner Investment Group
Pennsylvania
$422K +$280K +3,000 +200%