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CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
676
Chesapeake Wealth Management
Virginia
$497K -$148K -801 -24%
MWA
677
Meridian Wealth Advisors
Texas
$496K -$29.5K -160 -6%
MMPW
678
Mitchell McLeod Pugh & Williams
Alabama
$495K +$1.48K +8 +0.3%
LWCFA
679
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$489K – – –
WP
680
WealthSource Partners
California
$476K -$147K -800 -25%
MCM
681
MV Capital Management
Maryland
$471K +$53.5K +290 +14%
CFB
682
Cullen/Frost Bankers
Texas
$467K +$4.24K +23 +1%
PSUF
683
People's United Financial
Connecticut
$464K -$13.1K -71 -3%
TCM
684
Teza Capital Management
Illinois
$456K -$81.3K -441 -16%
CAPTRUST Financial Advisors
685
CAPTRUST Financial Advisors
North Carolina
$454K -$240K -1,301 -36%
GT
686
Greenleaf Trust
Michigan
$445K +$57.9K +314 +16%
HCMT
687
Highland Capital Management (Tennessee)
Tennessee
$442K -$4.61K -25 -1%
AI
688
Atria Investments
North Carolina
$440K +$58.6K +318 +18%
GFP
689
Gryphon Financial Partners
Ohio
$439K +$417K +2,262 New
P
690
Pitcairn
Pennsylvania
$435K +$9.4K +51 +2%
BIAS
691
Beacon Investment Advisory Services
New Jersey
$434K -$804K -4,362 -66%
IWC
692
Integrated Wealth Concepts
Massachusetts
$433K -$15.7K -85 -4%
VV
693
Verity & Verity
South Carolina
$432K -$149K -810 -27%
LJAC
694
L.J. Altfest & Co
New York
$431K +$3.32K +18 +0.8%
BCM
695
Bienville Capital Management
New York
$427K – – –
CAW
696
Cornerstone Advisors (Washington)
Washington
$427K +$22.7K +123 +6%
BAM
697
Berkshire Asset Management
Pennsylvania
$426K – – –
CNBT
698
Canandaigua National Bank & Trust
New York
$426K – – –
GW
699
GW & Wade
Massachusetts
$424K +$17K +92 +4%
NWP
700
Northstar Wealth Partners
Connecticut
$423K – – –