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CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
701
Calamos Wealth Management
Illinois
$411K -$7.24K -43 -2%
WA
702
Wealth Alliance
New York
$410K +$19K +113 +5%
HI
703
Horizon Investments
North Carolina
$408K -$361K -2,145 -47%
CAG
704
Csenge Advisory Group
Florida
$408K -$70.2K -417 -15%
LB
705
Legacy Bridge
Iowa
$396K
CFB
706
Cullen/Frost Bankers
Texas
$393K +$79.7K +473 +25%
LWCFA
707
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$387K -$56.6K -336 -13%
VAS
708
Vestmark Advisory Solutions
Massachusetts
$386K -$110K -652 -22%
MFW
709
Meristem Family Wealth
Minnesota
$386K +$144K +853 +59%
DJSG
710
D.J. St. Germain
Massachusetts
$385K -$8.76K -52 -2%
BFA
711
Beaumont Financial Advisors
Massachusetts
$385K -$1.52K -9 -0.4%
CCM
712
Cohen Capital Management
California
$385K
EGM
713
Engineers Gate Manager
New York
$377K -$4.33M -25,720 -92%
Carson Wealth (CWM LLC)
714
Carson Wealth (CWM LLC)
Nebraska
$377K
HCM
715
Hollencrest Capital Management
California
$376K +$379K +2,248 New
YMRC
716
Yorktown Management & Research Company
Virginia
$372K +$71.6K +425 +24%
TCM
717
Tributary Capital Management
Nebraska
$370K -$17.7K -105 -5%
CGL
718
Clarius Group LLC
Washington
$368K -$59.6K -354 -14%
MCA
719
Magnolia Capital Advisors
Mississippi
$368K +$18.2K +108 +5%
AF
720
Allworth Financial
California
$364K
BIAS
721
Beacon Investment Advisory Services
New Jersey
$363K +$46K +273 +14%
ASN
722
Advisory Services Network
Georgia
$361K -$49.9K -296 -12%
RC
723
RegentAtlantic Capital
New Jersey
$361K -$22.6K -134 -6%
SI
724
Sprott Inc
Ontario, Canada
$361K +$43.1K +256 +13%
VFA
725
Voya Financial Advisors
Connecticut
$358K -$7.75K -46 -2%