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CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
LB
701
Legacy Bridge
Iowa
$449K -$348K -1,750 -40%
MGWM
702
Marks Group Wealth Management
Minnesota
$447K +$23.1K +116 +5%
HNB
703
Huntington National Bank
Ohio
$445K -$11.7K -59 -2%
MMPW
704
Mitchell McLeod Pugh & Williams
Alabama
$441K
NFG
705
Next Financial Group
Texas
$441K +$796 +4 +0.2%
CT
706
Columbia Trust
Oregon
$438K +$67.1K +337 +15%
SCM
707
Shelton Capital Management
Colorado
$437K
SB
708
Simmons Bank
Arkansas
$436K -$14.3K -72 -3%
CWM
709
Calamos Wealth Management
Illinois
$432K -$6.37K -32 -1%
MIM
710
Moseley Investment Management
Florida
$424K +$85.4K +429 +21%
IA
711
IFP Advisors
Florida
$423K -$164K -822 -25%
TCM
712
Tributary Capital Management
Nebraska
$420K -$129K -650 -21%
DJSG
713
D.J. St. Germain
Massachusetts
$416K -$103K -520 -18%
EDRH
714
Edmond de Rothschild Holding
Switzerland
$409K +$470K +2,360 New
CWM
715
Chesapeake Wealth Management
Virginia
$408K -$13.9K -70 -3%
BFA
716
Beaumont Financial Advisors
Massachusetts
$408K -$7.96K -40 -2%
CNC
717
Citizens & Northern Corp
Pennsylvania
$404K -$101K -508 -18%
EI
718
Ethic Inc
New York
$404K +$75.6K +380 +19%
GFP
719
Gryphon Financial Partners
Ohio
$401K +$3.38K +17 +0.7%
CCM
720
Cohen Capital Management
California
$398K -$6.24M -31,340 -93%
PFG
721
PAX Financial Group
Texas
$395K +$136K +685 +46%
CG
722
Caprock Group
Idaho
$388K +$18.3K +92 +4%
Vanguard Personalized Indexing Management
723
Vanguard Personalized Indexing Management
California
$387K +$445K +2,237 New
MWA
724
Meridian Wealth Advisors
Texas
$386K -$24.3K -122 -5%
AF
725
Allworth Financial
California
$386K +$5.97K +30 +1%