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CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
526
Kingsview Wealth Management
Oregon
$1.8M +$189K +894 +12%
Acadian Asset Management
527
Acadian Asset Management
Massachusetts
$1.8M +$512K +2,423 +40%
AAM
528
Advisors Asset Management
Colorado
$1.79M -$251K -1,191 -12%
CA
529
Cullinan Associates
Kentucky
$1.77M -$7.9M -37,400 -82%
IFWM
530
Institute for Wealth Management
Colorado
$1.76M -$27.7K -131 -2%
RIG
531
Roosevelt Investment Group
New York
$1.74M -$4.22K -20 -0.2%
PAG
532
Private Advisor Group
New Jersey
$1.74M +$279K +1,323 +19%
SC
533
Slow Capital
California
$1.73M +$35.3K +167 +2%
SFG
534
StrategIQ Financial Group
Indiana
$1.71M -$739K -3,500 -30%
WAM
535
World Asset Management
Michigan
$1.71M -$47.7K -226 -3%
MCM
536
MV Capital Management
Maryland
$1.71M +$118K +557 +7%
AF
537
Ally Financial
Michigan
$1.7M
DY
538
Dowling & Yahnke
California
$1.7M +$109K +516 +7%
S
539
SimplyRich
California
$1.69M +$51.1K +242 +3%
FRA
540
Front Row Advisors
California
$1.69M +$84.5K +400 +5%
RIM
541
Redpoint Investment Management
Australia
$1.68M
RWB
542
RMR Wealth Builders
New Jersey
$1.68M
V
543
Veritable
Delaware
$1.67M +$46.2K +219 +3%
BRWA
544
B. Riley Wealth Advisors
Florida
$1.64M +$642K +3,043 +65%
Vanguard Personalized Indexing Management
545
Vanguard Personalized Indexing Management
California
$1.63M +$869K +4,118 +116%
DSC
546
Duncker Streett & Co
Missouri
$1.62M +$211 +1 +0%
RGC
547
Roberts, Glore & Co
Illinois
$1.6M +$23.2K +110 +1%
CAPTRUST Financial Advisors
548
CAPTRUST Financial Advisors
North Carolina
$1.53M +$197K +932 +15%
RBA
549
Richard Bernstein Advisors
New York
$1.51M
BOH
550
Bank of Hawaii
Hawaii
$1.5M +$32.3K +153 +2%