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CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
DWT
576
Dorsey & Whitney Trust
South Dakota
$251K -$23.8K -228 -9%
FANJ
577
Financial Architects (New Jersey)
New Jersey
$251K
BCM
578
Bluefin Capital Management
New York
$251K +$251K +2,400 New
IT
579
Independence Trust
Tennessee
$250K +$250K +2,391 New
BFG
580
Beacon Financial Group
Texas
$249K -$224K -2,146 -47%
HSA
581
HBK Sorce Advisory
Pennsylvania
$245K -$20.3K -194 -8%
GP
582
Girard Partners
Pennsylvania
$240K +$239K +2,294 New
ORI
583
Oak Ridge Investments
Illinois
$239K +$209 +2 +0.1%
CF
584
CenterStar Fund
Illinois
$237K
EWM
585
Evercore Wealth Management
New York
$232K -$5.74K -55 -2%
NIT
586
NumerixS Investment Technologies
British Columbia, Canada
$230K +$219K +2,100 +2,100%
SEC
587
Seven Eight Capital
New York
$230K +$230K +2,200 New
1SB
588
1ST Source Bank
Indiana
$229K -$5.22K -50 -2%
IPC
589
Independent Portfolio Consultants
Florida
$227K +$227K +2,175 New
Janney Montgomery Scott
590
Janney Montgomery Scott
Pennsylvania
$223K +$222K +2,131 New
PWLP
591
Prio Wealth Limited Partnership
Massachusetts
$221K +$221K +2,115 New
CAN
592
Cetera Advisor Networks
California
$221K +$221K +2,118 New
CAM
593
Concorde Asset Management
Michigan
$216K +$216K +2,067 New
TBNY
594
Trustco Bank (New York)
New York
$214K +$214K +2,050 New
GF
595
Gerstein Fisher
New York
$211K -$11K -105 -5%
WA
596
Waverly Advisors
Alabama
$211K +$210K +2,015 New
IA
597
IFP Advisors
Florida
$209K -$54.4K -521 -21%
PL
598
Perpetual Ltd
Australia
$206K +$206K +1,970 New
SFG
599
SevenBridge Financial Group
Pennsylvania
$202K -$26.8K -257 -12%
AssetMark Inc
600
AssetMark Inc
California
$189K -$8.26M -79,110 -98%