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CME Group
CME

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
651
Caprock Group
Idaho
$705K -$96.1K -488 -12%
DC
652
Davenport & Co
Virginia
$705K +$2.95K +15 +0.4%
FTDI
653
First Trust Direct Indexing
Massachusetts
$701K +$45.9K +233 +7%
CM
654
Castleark Management
Illinois
$694K – – –
RTC
655
Riverview Trust Company
Washington
$692K – – –
BIA
656
Bigelow Investment Advisors
Maine
$692K +$56.9K +289 +9%
AFP
657
Ausdal Financial Partners
Iowa
$685K +$385K +1,956 +140%
HCM
658
Howland Capital Management
Massachusetts
$684K +$122K +618 +23%
PCA
659
Pallas Capital Advisors
Massachusetts
$678K +$642K +3,260 New
AIL
660
AGF Investments LLC
Ontario, Canada
$664K -$217K -1,100 -25%
DC
661
Derby & Company
Massachusetts
$659K – – –
MWA
662
Meridian Wealth Advisors
Texas
$659K +$10.8K +55 +2%
CTC
663
Central Trust Company
Missouri
$657K -$27.4K -139 -4%
MWA
664
Moser Wealth Advisors
Washington
$657K – – –
EF
665
Empirical Finance
Pennsylvania
$656K – – –
BP
666
Ballentine Partners
Massachusetts
$655K +$22.5K +114 +4%
PIA
667
Pinion Investment Advisors
Kansas
$651K +$62.6K +318 +11%
GAAM
668
Guinness Atkinson Asset Management
California
$650K -$25.6K -130 -4%
SXL
669
Summit X LLC
Missouri
$649K -$3.94K -20 -0.6%
RFM
670
Royal Fund Management
Florida
$649K +$627K +3,181 New
PWP
671
Principle Wealth Partners
Connecticut
$648K +$98.5K +500 +19%
CCP
672
Corient Capital Partners
California
$647K +$110K +557 +21%
OSAM
673
O'Shaughnessy Asset Management
Connecticut
$647K +$157K +797 +34%
RIL
674
Rothschild Investment LLC
Illinois
$647K +$171K +867 +38%
RC
675
RegentAtlantic Capital
New Jersey
$645K +$207K +1,050 +50%
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