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CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
RI
676
Ridgewood Investments
New Jersey
$263K +$257K +1,802 New
WA
677
WESPAC Advisors
California
$261K -$228K -1,600 -47%
PL
678
Perpetual Ltd
Australia
$260K – – –
SIC
679
Salem Investment Counselors
North Carolina
$258K – – –
HWA
680
HCR Wealth Advisors
California
$254K – – –
CPIM
681
Columbia Partners Investment Management
Virginia
$251K -$285 -2 -0.1%
MCM
682
Manchester Capital Management
Vermont
$250K – – –
EP
683
Edgestream Partners
New Jersey
$250K +$244K +1,715 New
SSW
684
Smith Shellnut Wilson
Mississippi
$248K – – –
FPS
685
Fieldpoint Private Securities
Connecticut
$245K -$22.8K -160 -9%
AUB
686
Atlantic Union Bankshares
Virginia
$245K – – –
B
687
Barings
North Carolina
$245K – – –
CAN
688
Cetera Advisor Networks
California
$242K +$7.12K +50 +3%
TCM
689
Teza Capital Management
Illinois
$239K +$233K +1,633 New
LFAS
690
Level Four Advisory Services
Texas
$235K -$284K -1,992 -55%
PWS
691
Peloton Wealth Strategists
Indiana
$234K – – –
UR
692
USCA RIA
Texas
$233K -$1.92M -13,457 -89%
CA
693
Continuum Advisory
Idaho
$233K +$6.69K +47 +3%
VFA
694
Voya Financial Advisors
Connecticut
$231K -$13.1K -92 -5%
CAG
695
Crestwood Advisors Group
Massachusetts
$231K +$225K +1,580 New
PBO
696
Peoples Bank (Ohio)
Ohio
$229K – – –
GW
697
GW & Wade
Massachusetts
$228K -$387K -2,717 -64%
VFA
698
Valeo Financial Advisors
Indiana
$228K +$92.3K +648 +71%
Cetera Investment Advisers
699
Cetera Investment Advisers
Illinois
$228K +$222K +1,561 New
AWA
700
Arete Wealth Advisors
Illinois
$227K +$221K +1,551 New