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CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
CWP
701
Capital Wealth Planning
Florida
$517K -$46.6K -230 -8%
CIC
702
Chilton Investment Company
Connecticut
$516K +$541K +2,668 New
LB
703
Legacy Bridge
Iowa
$499K +$7.09K +35 +1%
GFP
704
Gryphon Financial Partners
Ohio
$498K +$1.22K +6 +0.2%
FHA
705
Flagship Harbor Advisors
Massachusetts
$494K – – –
DMBA
706
Deseret Mutual Benefit Administrators
Utah
$490K +$276K +1,363 +116%
CA
707
Continuum Advisory
Idaho
$487K +$38.5K +190 +8%
IC
708
Inverness Counsel
New York
$486K -$467K -2,307 -48%
ATC
709
Argent Trust Co
Tennessee
$484K – – –
FFA
710
First Foundation Advisors
California
$480K +$85.1K +420 +20%
MSAM
711
Moloney Securities Asset Management
Missouri
$476K +$17.8K +88 +4%
PA
712
Parallel Advisors
California
$473K +$28.6K +141 +6%
HDIM
713
Hanson & Doremus Investment Management
Vermont
$465K -$175K -862 -26%
DJSG
714
D.J. St. Germain
Massachusetts
$463K +$203 +1 +0%
ECM
715
Exchange Capital Management
Michigan
$462K – – –
SCM
716
Shelton Capital Management
Colorado
$458K – – –
ASN
717
Advisory Services Network
Georgia
$455K +$3.24K +16 +0.7%
PI
718
PEAK6 Investments
Illinois
$453K +$474K +2,340 New
HI
719
Horizon Investments
North Carolina
$451K -$596K -2,940 -56%
CSIC
720
Clifford Swan Investment Counsel
California
$450K – – –
FMBTD
721
First Midwest Bank Trust Division
Illinois
$449K +$4.05K +20 +0.9%
CWM
722
Calamos Wealth Management
Illinois
$446K – – –
IWN
723
Independent Wealth Network
Iowa
$441K +$406K +2,002 New
MAM
724
Meeder Asset Management
Ohio
$440K -$38.5K -190 -8%
CTA
725
Chesley Taft & Associates
Illinois
$434K -$54.7K -270 -11%