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CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
CTA
676
Chesley Taft & Associates
Illinois
$484K – – –
CT
677
Coastline Trust
Rhode Island
$484K – – –
IWC
678
Integrated Wealth Concepts
Massachusetts
$479K +$50.4K +253 +10%
First Trust Advisors
679
First Trust Advisors
Illinois
$478K -$13.1M -65,663 -96%
CAG
680
Csenge Advisory Group
Florida
$478K -$31.1K -156 -5%
PV
681
Private Vista
Illinois
$478K -$2.79K -14 -0.5%
RIM
682
Rampart Investment Management
Connecticut
$476K -$311K -1,562 -36%
PWP
683
Principle Wealth Partners
Connecticut
$471K +$14.9K +75 +3%
SG
684
Swarthmore Group
Pennsylvania
$467K -$6.5M -32,650 -92%
MYIA
685
Mount Yale Investment Advisors
Colorado
$467K +$125K +627 +30%
BP
686
Ballentine Partners
Massachusetts
$466K +$196K +987 +58%
APG
687
Abacus Planning Group
South Carolina
$463K -$20.9K -105 -4%
AIM
688
Aigen Investment Management
New York
$463K +$533K +2,677 New
HWM
689
Hohimer Wealth Management
Washington
$461K +$4.58K +23 +0.9%
BEI
690
Benjamin Edwards Inc
Missouri
$461K +$34.2K +172 +7%
ACA
691
Atlas Capital Advisors
Wyoming
$460K +$90.6K +455 +21%
RHAM
692
Round Hill Asset Management
California
$459K – – –
GT
693
Greenleaf Trust
Michigan
$458K +$15.5K +78 +3%
PIA
694
Pinion Investment Advisors
Kansas
$458K +$47.4K +238 +10%
CGL
695
Clarius Group LLC
Washington
$457K +$72.8K +366 +16%
MWP
696
Moller Wealth Partners
$456K -$73.6K -370 -12%
LWCFA
697
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$453K +$25.9K +130 +5%
ICM
698
Intrepid Capital Management
Florida
$453K +$521K +2,618 New
CSIC
699
Clifford Swan Investment Counsel
California
$451K -$44K -221 -8%
DAS
700
Dynamic Advisor Solutions
Arizona
$451K +$55.7K +280 +12%