We are live on ! Find out more
CME icon

CME Group
CME

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
651
Aevitas Wealth Management
Massachusetts
$629K – – –
PNAA
652
Pictet North America Advisors
Switzerland
$629K – – –
DJSG
653
D.J. St. Germain
Massachusetts
$618K -$33.4K -160 -5%
JCM
654
Janney Capital Management
Pennsylvania
$616K +$609K +2,916 New
CNC
655
Citizens & Northern Corp
Pennsylvania
$614K – – –
CSIC
656
Clifford Swan Investment Counsel
California
$598K – – –
CT
657
Coastline Trust
Rhode Island
$596K +$589K +2,819 New
SCM
658
Shelton Capital Management
Colorado
$595K – – –
CPIG
659
Chicago Partners Investment Group
Illinois
$594K +$6.27K +30 +1%
CTA
660
Chesley Taft & Associates
Illinois
$592K -$104K -500 -15%
HSA
661
HBK Sorce Advisory
Pennsylvania
$592K -$11.7K -56 -2%
BS
662
Bessemer Securities
New York
$592K – – –
APG
663
Abacus Planning Group
South Carolina
$588K +$240K +1,150 +70%
PV
664
Private Vista
Illinois
$587K -$209 -1 -0%
SXL
665
Summit X LLC
Missouri
$585K -$16.7K -80 -3%
CC
666
Cognios Capital
Kansas
$582K +$345K +1,652 +150%
WP
667
WealthSource Partners
California
$572K +$53.1K +254 +10%
CAG
668
Csenge Advisory Group
Florida
$565K +$261K +1,251 +88%
RHAM
669
Round Hill Asset Management
California
$561K -$367K -1,755 -40%
PWP
670
Principle Wealth Partners
Connecticut
$560K – – –
AT
671
Arden Trust
Delaware
$556K -$20.9K -100 -4%
WC
672
Whitnell & Co
Illinois
$549K – – –
MCM
673
MV Capital Management
Maryland
$549K +$35.7K +171 +7%
AI
674
Atria Investments
North Carolina
$548K +$109K +523 +25%
6M
675
6 Meridian
Kansas
$547K -$23.4K -112 -4%
25 26
27
28 29