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CME Group
CME

Name Holding Trade Value Shares
Change 		Change in
Stake
CVA
701
Central Valley Advisors
California
$1.65M +$54.7K +238 +3%
PCIA
702
Prime Capital Investment Advisors
Kansas
$1.65M -$72.9K -317 -4%
SW
703
SlateStone Wealth
Florida
$1.64M +$46.5K +202 +3%
SC
704
Sapient Capital
Indiana
$1.64M -$436K -1,895 -22%
CST
705
Charles Schwab Trust
Nevada
$1.64M +$1.38K +6 +0.1%
ERIC
706
Eagle Rock Investment Company
Georgia
$1.64M -$636K -2,765 -28%
PAG
707
Private Advisor Group
New Jersey
$1.63M +$118K +512 +8%
WS
708
Wedbush Securities
California
$1.62M +$160K +694 +11%
AWP
709
Ascent Wealth Partners
New York
$1.61M +$741K +3,221 +87%
PIM
710
Pullen Investment Management
Florida
$1.61M -$70.8K -308 -4%
MOS
711
MGO One Seven
Ohio
$1.6M +$229K +994 +17%
ET
712
Equitable Trust
Tennessee
$1.6M – – –
VPP
713
Vertex Planning Partners
Illinois
$1.6M +$1.58M +6,878 New
CL
714
Choreo LLC
Illinois
$1.57M -$795K -3,458 -34%
SI
715
Saxon Interests
Texas
$1.56M +$211K +919 +16%
MLM
716
Mount Lucas Management
Pennsylvania
$1.56M -$40K -174 -3%
HI
717
Horizon Investments
North Carolina
$1.56M +$27.8K +121 +2%
AWP
718
Accretive Wealth Partners
New Jersey
$1.55M -$5.98K -26 -0.4%
CG
719
Caprock Group
Idaho
$1.55M +$99.8K +434 +7%
CBT
720
Crews Bank & Trust
Florida
$1.54M +$1.53M +6,644 New
SF
721
Synovus Financial
Georgia
$1.54M -$110K -480 -7%
LFA
722
Legacy Financial Advisors
Kentucky
$1.53M +$308K +1,338 +25%
IIA
723
IPG Investment Advisors
California
$1.53M +$1.48M +6,427 New
FHB
724
First Hawaiian Bank
Hawaii
$1.53M -$79.1K -344 -5%
HWM
725
HB Wealth Management
Georgia
$1.52M +$195K +850 +15%
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