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CME Group
CME

Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
651
Peddock Capital Advisors
Massachusetts
$18K +$18.1K +173 New
CG
652
Cutler Group
California
$16K – – –
TWA
653
TCI Wealth Advisors
Arizona
$15K – – –
PFBT
654
Parkside Financial Bank & Trust
Missouri
$13K +$1.04K +10 +9%
FHA
655
First Horizon Advisors
Tennessee
$13K +$4.8K +46 +55%
FIB
656
First Interstate Bank
Montana
$11K +$2.82K +27 +36%
GWS
657
Glassman Wealth Services
Virginia
$11K +$10.5K +101 New
CCMW
658
Cypress Capital Management (Wyoming)
Wyoming
$10.5K – – –
KLI
659
Kelman-Lazarov Inc
Tennessee
$10.4K – – –
OC
660
Oakworth Capital
Alabama
$10K – – –
TFO
661
Tarbox Family Office
California
$10K +$1.15K +11 +13%
WP
662
WealthPLAN Partners
Nebraska
$8.87K -$14.1K -135 -61%
MWM
663
MinichMacGregor Wealth Management
New York
$8K +$8.46K +81 New
SNT
664
Security National Trust
West Virginia
$7K – – –
WA
665
WealthTrust-Arizona
Arizona
$7K – – –
DSI
666
Daiwa SB Investments
Japan
$7K +$7.31K +70 New
NFG
667
Next Financial Group
Texas
$6K -$104 -1 -2%
JCM
668
Jacobi Capital Management
Pennsylvania
$6K – – –
PCP
669
Proficio Capital Partners
Massachusetts
$6K – – –
BL
670
Balentine LLC
Georgia
$6K +$626 +6 +13%
AP
671
Atwood & Palmer
Missouri
$6K +$5.64K +54 New
BCI
672
Brinker Capital Investments
Pennsylvania
$6K +$5.85K +56 New
WOC
673
West Oak Capital
California
$5.43K +$5.43K +52 New
SIM
674
Sonora Investment Management
Arizona
$5.23K – – –
BFEC
675
Benjamin F. Edwards & Company
Missouri
$5K – – –
25 26
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