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CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
WP
701
WealthPLAN Partners
Nebraska
$367K +$40.9K +243 +15%
CFB
702
Cullen/Frost Bankers
Texas
$365K +$15.3K +91 +4%
SAM
703
Summit Asset Management
Tennessee
$364K -$96.8K -575 -21%
IWA
704
Inspirion Wealth Advisors
Illinois
$362K
PWLP
705
Prio Wealth Limited Partnership
Massachusetts
$361K +$842 +5 +0.2%
VFA
706
Voya Financial Advisors
Connecticut
$358K -$14.8K -88 -4%
AWM
707
Altium Wealth Management
New York
$356K +$3.54K +21 +1%
Franklin Resources
708
Franklin Resources
California
$355K +$94.3K +560 +37%
RTS
709
Round Table Services
New Jersey
$355K +$351K +2,085 New
MGIA
710
Moneta Group Investment Advisors
Missouri
$352K +$298K +1,768 +591%
SFG
711
Summit Financial Group
West Virginia
$349K
PFS
712
Prospera Financial Services
Texas
$345K -$49.7K -295 -13%
GT
713
Greenleaf Trust
Michigan
$344K +$37K +220 +12%
NEAM
714
New England Asset Management
Connecticut
$341K
CPP
715
Crow Point Partners
Massachusetts
$340K +$337K +2,000 New
VHAM
716
Van Hulzen Asset Management
California
$330K +$326K +1,936 New
ACA
717
Atlas Capital Advisors
Wyoming
$329K +$13.3K +79 +4%
ATC
718
Argent Trust Co
Tennessee
$327K
AWA
719
Arete Wealth Advisors
Illinois
$325K -$57.1K -339 -15%
CB
720
Chemical Bank
Michigan
$323K -$17.8K -106 -5%
BCM
721
Becker Capital Management
Oregon
$323K
GAAM
722
Guinness Atkinson Asset Management
California
$323K
GW
723
GW & Wade
Massachusetts
$320K +$168 +1 +0.1%
PL
724
Perpetual Ltd
Australia
$318K
MCM
725
Manchester Capital Management
Vermont
$308K