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CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
MIA
701
MainStreet Investment Advisors
Illinois
$411K -$119K -709 -22%
CWM
702
Calamos Wealth Management
Illinois
$411K -$7.24K -43 -2%
WA
703
Wealth Alliance
New York
$410K +$19K +113 +5%
HI
704
Horizon Investments
North Carolina
$408K -$361K -2,145 -47%
CAG
705
Csenge Advisory Group
Florida
$408K -$70.2K -417 -15%
LB
706
Legacy Bridge
Iowa
$396K – – –
CFB
707
Cullen/Frost Bankers
Texas
$393K +$79.7K +473 +25%
LWCFA
708
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$387K -$56.6K -336 -13%
VAS
709
Vestmark Advisory Solutions
Massachusetts
$386K -$110K -652 -22%
MFW
710
Meristem Family Wealth
Minnesota
$386K +$144K +853 +59%
DJSG
711
D.J. St. Germain
Massachusetts
$385K -$8.76K -52 -2%
BFA
712
Beaumont Financial Advisors
Massachusetts
$385K -$1.52K -9 -0.4%
CCM
713
Cohen Capital Management
California
$385K – – –
EGM
714
Engineers Gate Manager
New York
$377K -$4.33M -25,720 -92%
Carson Wealth (CWM LLC)
715
Carson Wealth (CWM LLC)
Nebraska
$377K – – –
HCM
716
Hollencrest Capital Management
California
$376K +$379K +2,248 New
YMRC
717
Yorktown Management & Research Company
Virginia
$372K +$71.6K +425 +24%
TCM
718
Tributary Capital Management
Nebraska
$370K -$17.7K -105 -5%
CGL
719
Clarius Group LLC
Washington
$368K -$59.6K -354 -14%
MCA
720
Magnolia Capital Advisors
Mississippi
$368K +$18.2K +108 +5%
AF
721
Allworth Financial
California
$364K – – –
BIAS
722
Beacon Investment Advisory Services
New Jersey
$363K +$46K +273 +14%
ASN
723
Advisory Services Network
Georgia
$361K -$49.9K -296 -12%
RC
724
RegentAtlantic Capital
New Jersey
$361K -$22.6K -134 -6%
SI
725
Sprott Inc
Ontario, Canada
$361K +$43.1K +256 +13%