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CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
NFG
701
Next Financial Group
Texas
$515K +$80.2K +391 +18%
MMPW
702
Mitchell McLeod Pugh & Williams
Alabama
$512K – – –
WJWM
703
Williams Jones Wealth Management
New York
$512K +$15.4K +75 +3%
FAAS
704
First Allied Advisory Services
California
$512K +$71.6K +349 +16%
FIM
705
Freedom Investment Management
Connecticut
$509K -$2.67K -13 -0.5%
SCM
706
Shelton Capital Management
Colorado
$508K -$58.5K -285 -10%
CWM
707
Calamos Wealth Management
Illinois
$508K +$102K +499 +25%
IWC
708
Integrated Wealth Concepts
Massachusetts
$506K +$11.3K +55 +2%
Walleye Trading
709
Walleye Trading
New York
$503K +$514K +2,506 New
LWCFA
710
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$500K – – –
BEI
711
Benjamin Edwards Inc
Missouri
$500K +$25.4K +124 +5%
GAM
712
Gotham Asset Management
New York
$500K +$511K +2,491 New
MGWM
713
Marks Group Wealth Management
Minnesota
$495K +$506K +2,466 New
Verition Fund Management
714
Verition Fund Management
Connecticut
$494K +$505K +2,462 New
CWM
715
Chesapeake Wealth Management
Virginia
$488K -$12.3K -60 -2%
HWM
716
Hohimer Wealth Management
Washington
$488K +$499K +2,430 New
B
717
Barings
North Carolina
$487K +$249K +1,216 +101%
IC
718
IEQ Capital
California
$487K +$498K +2,428 New
QCG
719
Quadrant Capital Group
Ohio
$486K +$65.2K +318 +14%
PIA
720
Pinion Investment Advisors
Kansas
$484K +$31.8K +155 +7%
BFA
721
Beaumont Financial Advisors
Massachusetts
$482K +$20.7K +101 +4%
MCWA
722
Meadow Creek Wealth Advisors
Georgia
$477K +$488K +2,377 New
WP
723
WealthSource Partners
California
$476K -$68.5K -334 -12%
PP
724
Parplus Partners
New York
$473K +$484K +2,358 New
MWA
725
Meridian Wealth Advisors
Texas
$472K – – –