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CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
FC
726
FORA Capital
Florida
$392K +$432K +2,410 New
LB
727
Legacy Bridge
Iowa
$385K -$41K -229 -9%
DJSG
728
D.J. St. Germain
Massachusetts
$383K -$8.96K -50 -2%
MGWM
729
Marks Group Wealth Management
Minnesota
$382K +$14.3K +80 +3%
EF
730
Empirical Finance
Pennsylvania
$381K +$53.6K +299 +15%
GAAM
731
Guinness Atkinson Asset Management
California
$381K +$69.9K +390 +20%
WA
732
Wealth Alliance
New York
$380K +$83.7K +467 +25%
PPW
733
Parcion Private Wealth
Washington
$379K -$111K -618 -21%
Carson Wealth (CWM LLC)
734
Carson Wealth (CWM LLC)
Nebraska
$377K – – –
GFP
735
Gryphon Financial Partners
Ohio
$377K +$358 +2 +0.1%
TCM
736
Tributary Capital Management
Nebraska
$376K -$20.6K -115 -5%
BFA
737
Beaumont Financial Advisors
Massachusetts
$375K -$9.14K -51 -2%
CCM
738
Cohen Capital Management
California
$374K – – –
PFG
739
PAX Financial Group
Texas
$373K +$23.8K +133 +6%
RC
740
RegentAtlantic Capital
New Jersey
$372K +$167K +932 +69%
CSIC
741
Clifford Swan Investment Counsel
California
$367K -$62.7K -350 -13%
GAM
742
Gotham Asset Management
New York
$366K -$746K -4,161 -65%
B
743
Barings
North Carolina
$364K – – –
LJAC
744
L.J. Altfest & Co
New York
$363K +$132K +735 +49%
TFA
745
Teamwork Financial Advisors
Texas
$362K -$310K -1,729 -44%
CNC
746
Canandaigua National Corp
New York
$362K +$399K +2,225 New
O
747
Ossiam
France
$361K -$1.04M -5,794 -72%
MWA
748
Meridian Wealth Advisors
Texas
$358K -$5.38K -30 -1%
ICM
749
Intrepid Capital Management
Florida
$357K -$75.6K -422 -16%
VFA
750
Voya Financial Advisors
Connecticut
$357K +$11.7K +65 +3%