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CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
SFS
551
Stiles Financial Services
Minnesota
$3.16M +$121K +583 +4%
QPWM
552
Quadrant Private Wealth Management
Pennsylvania
$3.15M -$318K -1,539 -10%
FDP
553
Financiere des Professionnels
Quebec, Canada
$3.14M +$578K +2,794 +24%
RBA
554
Richard Bernstein Advisors
New York
$3.11M -$242K -1,171 -8%
TWC
555
TD Waterhouse Canada
Ontario, Canada
$3.07M -$329K -1,589 -10%
AG
556
Ascent Group
Virginia
$3.05M +$1.28M +6,202 +81%
CA
557
Clearstead Advisors
Ohio
$3.02M +$43.2K +209 +2%
BWG
558
Berry Wealth Group
Texas
$2.97M -$40.1K -194 -1%
WT
559
Whittier Trust
California
$2.97M -$10.3M -49,623 -79%
BFG
560
Bleakley Financial Group
New Jersey
$2.97M -$133K -641 -5%
TCM
561
Twin Capital Management
Pennsylvania
$2.96M -$27.9K -135 -1%
GAMC
562
Garner Asset Management Corp
Texas
$2.96M -$1.86K -9 -0.1%
JWBC
563
J.W. Burns & Co
New York
$2.87M -$380K -1,837 -12%
RAM
564
Redmond Asset Management
Virginia
$2.84M +$1.03M +4,988 +63%
SM
565
Sciencast Management
New Jersey
$2.82M +$2.65M +12,789 New
AIC
566
Aurora Investment Counsel
Georgia
$2.81M
SP
567
Stonebrook Private
Michigan
$2.75M -$147K -710 -5%
Northwestern Mutual Wealth Management
568
Northwestern Mutual Wealth Management
Wisconsin
$2.74M -$33.1K -160 -1%
VCA
569
Verdence Capital Advisors
Maryland
$2.74M +$40.4K +195 +2%
EF
570
Empirical Finance
Pennsylvania
$2.74M +$56.1K +271 +2%
PAS
571
Park Avenue Securities
New York
$2.74M -$213K -1,031 -8%
CAPTRUST Financial Advisors
572
CAPTRUST Financial Advisors
North Carolina
$2.71M +$490K +2,370 +24%
PP
573
Prudential plc
United Kingdom
$2.7M +$703K +3,399 +39%
MFIM
574
Mesirow Financial Investment Management
Illinois
$2.69M -$95.2K -460 -4%
TPA
575
Trivium Point Advisory
Connecticut
$2.68M -$360K -1,739 -13%