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CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
PCM
751
Penserra Capital Management
California
$189K -$463K -2,911 -71%
GWM
752
Geneos Wealth Management
Colorado
$183K +$2.87K +18 +2%
OIA
753
Optimum Investment Advisors
Illinois
$182K +$179K +1,125 New
WG
754
Welch Group
Alabama
$179K -$21.5K -135 -11%
SWA
755
Sutton Wealth Advisors
Florida
$170K – – –
QCG
756
Quadrant Capital Group
Ohio
$168K +$1.43K +9 +0.8%
WT
757
Whittier Trust
California
$167K -$42.8K -269 -21%
WPA
758
West Paces Advisors
Georgia
$165K -$4.46K -28 -3%
APP
759
Avantax Planning Partners
Iowa
$164K +$161K +1,013 New
MFW
760
Mosaic Family Wealth
Missouri
$162K – – –
CAM
761
CenterStar Asset Management
Illinois
$149K – – –
BWP
762
Baldwin Wealth Partners
Massachusetts
$148K – – –
AssetMark Inc
763
AssetMark Inc
California
$147K -$45.8K -288 -24%
MCWS
764
McKinley Carter Wealth Services
West Virginia
$142K +$140K +879 New
S
765
SignatureFD
Georgia
$138K +$136K +854 New
JIM
766
Jupiter Investment Management
United Kingdom
$138K +$136K +857 New
LFG
767
LifePlan Financial Group
Ohio
$130K +$128K +801 New
GLI
768
Guardian Life Insurance
New York
$127K -$50.5K -317 -29%
WTC
769
WhitTier Trust Company
Nevada
$127K – – –
CPIG
770
Chicago Partners Investment Group
Illinois
$113K – – –
CPA
771
Clear Perspective Advisors
Illinois
$111K +$471K +2,958 +1,315%
ECM
772
EII Capital Management
New York
$110K +$108K +679 New
RE
773
RBC Europe
United Kingdom
$110K +$108K +680 New
SP
774
SWS Partners
Ohio
$104K +$41.1K +258 +64%
FFC
775
First Financial Corp
Indiana
$101K – – –