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CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
SS
701
Simplicity Solutions
Minnesota
$346K +$345K +2,111 New
TC
702
Toews Corporation
New Jersey
$344K +$343K +2,100 New
AWM
703
Altium Wealth Management
New York
$339K +$338K +2,068 New
RPC
704
Rossmore Private Capital
Connecticut
$337K -$33.6K -206 -9%
SFG
705
Summit Financial Group
West Virginia
$336K – – –
CFB
706
Cullen/Frost Bankers
Texas
$335K -$161K -984 -32%
AI
707
Atria Investments
North Carolina
$332K +$43.1K +264 +15%
WA
708
WESPAC Advisors
California
$331K -$153K -939 -32%
CB
709
Chemical Bank
Michigan
$328K – – –
NEAM
710
New England Asset Management
Connecticut
$328K +$327K +2,004 New
MIFH
711
Migdal Insurance & Financial Holdings
Israel
$324K +$319K +1,954 +8,496%
ATC
712
Argent Trust Co
Tennessee
$317K +$317K +1,940 New
BCM
713
Becker Capital Management
Oregon
$311K – – –
GAAM
714
Guinness Atkinson Asset Management
California
$311K – – –
GW
715
GW & Wade
Massachusetts
$308K +$35.8K +219 +13%
PL
716
Perpetual Ltd
Australia
$307K +$305K +1,870 New
ACA
717
Atlas Capital Advisors
Wyoming
$304K -$43.1K -264 -13%
FPS
718
Fieldpoint Private Securities
Connecticut
$302K – – –
RWM
719
RKL Wealth Management
Pennsylvania
$297K -$7.35K -45 -2%
MCM
720
Manchester Capital Management
Vermont
$297K – – –
IWC
721
Integrated Wealth Concepts
Massachusetts
$295K -$26.3K -161 -8%
MWP
722
Moller Wealth Partners
$295K – – –
GT
723
Greenleaf Trust
Michigan
$295K +$294K +1,802 New
LFG
724
LifePlan Financial Group
Ohio
$292K +$161K +983 +123%
PA
725
Parallel Advisors
California
$291K +$4.41K +27 +2%