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CME Group
CME

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
701
MAI Capital Management
Ohio
$691K -$251K -1,183 -26%
SW
702
SlateStone Wealth
Florida
$691K +$193K +912 +37%
RFA
703
Resurgent Financial Advisors
Georgia
$689K +$10.8K +51 +2%
PIA
704
Pinion Investment Advisors
Kansas
$684K – – –
KCIA
705
Kingsbury Capital Investment Advisors
Illinois
$684K +$36.7K +173 +5%
CA
706
Continuum Advisory
Idaho
$683K -$1.27K -6 -0.2%
MHI
707
Miller Howard Investments
New York
$682K +$706K +3,330 New
RWM
708
Ritholtz Wealth Management
New York
$668K +$32.2K +152 +5%
FRM
709
Fox Run Management
Connecticut
$665K +$689K +3,249 New
PWA
710
Phoenix Wealth Advisors
North Carolina
$664K +$94.1K +444 +16%
DC
711
Davenport & Co
Virginia
$661K -$10.8K -51 -2%
LCM
712
LRT Capital Management
Texas
$655K +$679K +3,202 New
BONH
713
Bank of New Hampshire
New Hampshire
$654K – – –
LA
714
Lifeworks Advisors
Michigan
$652K +$28K +132 +4%
PWP
715
Principle Wealth Partners
Connecticut
$650K – – –
FDCDDQ
716
Federation des caisses Desjardins du Quebec
Quebec, Canada
$650K +$199K +938 +42%
VVP
717
Venture Visionary Partners
Ohio
$644K +$12.5K +59 +2%
FPB
718
First PREMIER Bank
South Dakota
$641K – – –
FFA
719
First Foundation Advisors
California
$641K +$29.5K +139 +5%
SFFS
720
Stonehage Fleming Financial Services
Jersey
$640K +$616K +2,906 +1,315%
OF
721
Outfitter Financial
Maine
$636K -$212K -1,000 -24%
BAM
722
Bosun Asset Management
Illinois
$633K – – –
SXL
723
Summit X LLC
Missouri
$631K -$8.48K -40 -1%
DAS
724
Dynamic Advisor Solutions
Arizona
$631K +$57.9K +273 +10%
GRP
725
Global Retirement Partners
California
$622K +$177K +837 +38%
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