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CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
FANJ
626
Financial Architects (New Jersey)
New Jersey
$257K -$19.5K -175 -7%
AI
627
Atria Investments
North Carolina
$257K +$247K +2,224 New
QAM
628
Quantres Asset Management
Cayman Islands
$254K -$2.21M -19,900 -90%
1SB
629
1ST Source Bank
Indiana
$254K
GP
630
Girard Partners
Pennsylvania
$252K -$12.2K -110 -5%
PWLP
631
Prio Wealth Limited Partnership
Massachusetts
$243K
CAM
632
Concorde Asset Management
Michigan
$235K
WA
633
Waverly Advisors
Alabama
$231K -$1.11K -10 -0.5%
CA
634
Cetera Advisors
Colorado
$223K +$216K +1,938 New
GAAM
635
Guinness Atkinson Asset Management
California
$219K -$73.4K -660 -26%
MWP
636
Moller Wealth Partners
$219K +$212K +1,901 New
Janney Montgomery Scott
637
Janney Montgomery Scott
Pennsylvania
$217K -$27.9K -251 -12%
SS
638
Simplicity Solutions
Minnesota
$217K +$209K +1,879 New
MA
639
Montag & Associates
Georgia
$217K +$209K +1,882 New
AAM
640
Aureus Asset Management
Massachusetts
$215K +$208K +1,865 New
HH
641
Hilltop Holdings
Texas
$213K +$206K +1,849 New
TBNY
642
Trustco Bank (New York)
New York
$208K -$27.8K -250 -12%
1GA
643
1st Global Advisors
Texas
$206K +$199K +1,786 New
PL
644
Perpetual Ltd
Australia
$204K -$22.3K -200 -10%
WF
645
Welch & Forbes
Massachusetts
$204K +$197K +1,772 New
SPWA
646
SteelBridge Private Wealth Advisors
Florida
$203K +$186K +1,675 New
SFG
647
SevenBridge Financial Group
Pennsylvania
$202K
CL
648
CPWM LLC
Washington
$201K +$194K +1,739 New
HWA
649
HCR Wealth Advisors
California
$200K +$193K +1,738 New
MCM
650
Manchester Capital Management
Vermont
$197K