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CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
751
O'Shaughnessy Asset Management
Connecticut
$246K -$29.5K -175 -11%
SWM
752
SeaCrest Wealth Management
New York
$246K -$8.42K -50 -3%
LFAS
753
Level Four Advisory Services
Texas
$246K +$36.5K +217 +18%
ACP
754
Ashfield Capital Partners
California
$244K
JCM
755
Jacobi Capital Management
Pennsylvania
$240K -$122K -726 -34%
Cetera Investment Advisers
756
Cetera Investment Advisers
Illinois
$236K +$234K +1,389 New
FBA
757
Front Barnett Associates
Illinois
$231K
FLII
758
First Long Island Investors
New York
$230K
KTA
759
Keeley-Teton Advisors
Illinois
$229K +$505 +3 +0.2%
RC
760
RegentAtlantic Capital
New Jersey
$228K +$6.4K +38 +3%
WG
761
Welch Group
Alabama
$228K +$39.6K +235 +21%
WKWM
762
Walter & Keenan Wealth Management
Indiana
$227K
DIA
763
Dean Investment Associates
Ohio
$225K +$223K +1,323 New
VFA
764
Valeo Financial Advisors
Indiana
$224K -$79K -469 -28%
EWM
765
Empirical Wealth Management
Washington
$223K +$221K +1,312 New
PBO
766
Peoples Bank (Ohio)
Ohio
$222K -$1.68K -10 -0.8%
TA
767
Tiedemann Advisors
New York
$222K +$220K +1,307 New
LSAG
768
Lake Street Advisors Group
New Hampshire
$221K -$1.44M -8,574 -87%
HW
769
Hedeker Wealth
Illinois
$221K
I
770
INVST
Indiana
$221K +$213K +1,266 New
AHB
771
Abner Herrman & Brock
New Jersey
$218K +$216K +1,283 New
AIM
772
Arcadia Investment Management
Michigan
$217K
HCM
773
HMS Capital Management
Tennessee
$214K
GWM
774
Geneos Wealth Management
Colorado
$214K +$32.2K +191 +18%
LCM
775
Logan Capital Management
Pennsylvania
$213K