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CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
MMPW
701
Mitchell McLeod Pugh & Williams
Alabama
$512K
WJWM
702
Williams Jones Wealth Management
New York
$512K +$15.4K +75 +3%
FAAS
703
First Allied Advisory Services
California
$512K +$71.6K +349 +16%
FIM
704
Freedom Investment Management
Connecticut
$509K -$2.67K -13 -0.5%
SCM
705
Shelton Capital Management
Colorado
$508K -$58.5K -285 -10%
CWM
706
Calamos Wealth Management
Illinois
$508K +$102K +499 +25%
IWC
707
Integrated Wealth Concepts
Massachusetts
$506K +$11.3K +55 +2%
Walleye Trading
708
Walleye Trading
New York
$503K +$514K +2,506 New
LWCFA
709
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$500K
BEI
710
Benjamin Edwards Inc
Missouri
$500K +$25.4K +124 +5%
GAM
711
Gotham Asset Management
New York
$500K +$511K +2,491 New
MGWM
712
Marks Group Wealth Management
Minnesota
$495K +$506K +2,466 New
Verition Fund Management
713
Verition Fund Management
Connecticut
$494K +$505K +2,462 New
CWM
714
Chesapeake Wealth Management
Virginia
$488K -$12.3K -60 -2%
HWM
715
Hohimer Wealth Management
Washington
$488K +$499K +2,430 New
B
716
Barings
North Carolina
$487K +$249K +1,216 +101%
IC
717
IEQ Capital
California
$487K +$498K +2,428 New
QCG
718
Quadrant Capital Group
Ohio
$486K +$65.2K +318 +14%
PIA
719
Pinion Investment Advisors
Kansas
$484K +$31.8K +155 +7%
BFA
720
Beaumont Financial Advisors
Massachusetts
$482K +$20.7K +101 +4%
MCWA
721
Meadow Creek Wealth Advisors
Georgia
$477K +$488K +2,377 New
WP
722
WealthSource Partners
California
$476K -$68.5K -334 -12%
PP
723
Parplus Partners
New York
$473K +$484K +2,358 New
MWA
724
Meridian Wealth Advisors
Texas
$472K
CGL
725
Clarius Group LLC
Washington
$467K +$16.6K +81 +4%