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CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
BC
726
Bartlett & Co
Ohio
$619K +$30.3K +143 +5%
BCWM
727
Bartlett & Co Wealth Management
Ohio
$619K +$30.3K +143 +5%
S
728
SignatureFD
Georgia
$618K +$49.2K +232 +8%
HAIM
729
Hunter Associates Investment Management
Pennsylvania
$618K +$427K +2,015 +202%
LFAS
730
Level Four Advisory Services
Texas
$613K -$26.1K -123 -4%
FT
731
Fiduciary Trust
Massachusetts
$613K -$5.3K -25 -0.8%
SI
732
Saxon Interests
Texas
$612K +$28.8K +136 +5%
PNAA
733
Pictet North America Advisors
Switzerland
$609K
GAAM
734
Guinness Atkinson Asset Management
California
$599K
EWA
735
EP Wealth Advisors
California
$598K +$256K +1,208 +70%
FHA
736
Flagship Harbor Advisors
Massachusetts
$596K -$3.18K -15 -0.5%
HI
737
Horizon Investments
North Carolina
$593K -$56K -264 -8%
RWA
738
Redmont Wealth Advisors
Illinois
$592K
VIA
739
Vident Investment Advisory
Georgia
$590K -$1.95M -9,181 -76%
CTC
740
Central Trust Company
Missouri
$590K -$30.7K -145 -5%
Kovitz Investment Group Partners
741
Kovitz Investment Group Partners
Illinois
$590K -$25.4K -120 -4%
AWM
742
Aevitas Wealth Management
Massachusetts
$589K +$212 +1 +0%
PA
743
Parallel Advisors
California
$584K -$65.5K -309 -10%
CCM
744
Coldstream Capital Management
Washington
$583K +$102K +482 +20%
CT
745
Coastline Trust
Rhode Island
$573K
SFG
746
SNS Financial Group
Minnesota
$571K +$2.54K +12 +0.4%
AF
747
Allworth Financial
California
$568K +$41.5K +196 +8%
VCM
748
Vivaldi Capital Management
Illinois
$566K -$1.48K -7 -0.3%
ABLA
749
Alan B. Lancz & Associates
Ohio
$564K -$21.2K -100 -3%
TBA
750
Tower Bridge Advisors
Pennsylvania
$564K +$140K +659 +31%