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CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
EGM
651
Engineers Gate Manager
New York
$1.02M -$4.4M -24,344 -82%
PI
652
Parkside Investments
Illinois
$1.02M +$6.15K +34 +0.6%
RWB
653
RMR Wealth Builders
New Jersey
$1.01M
ACL
654
Applied Capital LLC
Florida
$1.01M +$120K +663 +14%
E
655
Ergoteles
New York
$1M -$45K -249 -5%
IWM
656
IHT Wealth Management
Illinois
$997K +$92.4K +511 +11%
CK
657
Cohen Klingenstein
New York
$996K
CBNLCF
658
Cognios Beta Neutral Large Cap Fund
Kansas
$986K -$15.4K -85 -2%
CG
659
Caprock Group
Idaho
$980K -$54.4K -301 -6%
SW
660
SlateStone Wealth
Florida
$976K +$278K +1,537 +43%
GFG
661
Goldstone Financial Group
Illinois
$966K +$912K +5,046 New
TBA
662
Tower Bridge Advisors
Pennsylvania
$966K +$416K +2,300 +84%
DC
663
Davenport & Co
Virginia
$961K +$310K +1,715 +52%
KS
664
Karpas Strategies
Connecticut
$958K
ACM
665
Ascendant Capital Management
California
$958K +$904K +5,000 New
BL
666
Balentine LLC
Georgia
$955K -$702K -3,882 -44%
FCI
667
Financial Counselors Inc
Kansas
$954K -$76.1K -421 -8%
S
668
SignatureFD
Georgia
$953K +$240K +1,325 +36%
SFI
669
Siemens Fonds Invest
Germany
$949K +$31.8K +176 +4%
BP
670
Ballentine Partners
Massachusetts
$946K +$134K +741 +18%
EDRH
671
Edmond de Rothschild Holding
Switzerland
$944K +$90.8K +502 +11%
CAMG
672
CWA Asset Management Group
Florida
$939K -$132K -729 -13%
FNA
673
First National Advisers
Nebraska
$932K +$77K +426 +10%
LF
674
Lantz Financial
Illinois
$928K
SW
675
SVB Wealth
Massachusetts
$905K -$391K -2,162 -31%