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CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
IAA
751
Independent Advisor Alliance
North Carolina
$321K +$19.1K +108 +6%
BWM
752
Buckley Wealth Management
Nevada
$319K +$60.1K +340 +21%
DBRC
753
D.B. Root & Company
Pennsylvania
$316K +$2.65K +15 +0.8%
Alyeska Investment Group
754
Alyeska Investment Group
Illinois
$315K +$338K +1,911 New
AII
755
AGF Investments Inc
Ontario, Canada
$313K -$106K -600 -24%
PAS
756
Partnervest Advisory Services
California
$307K +$18K +102 +6%
Mercer Global Advisors
757
Mercer Global Advisors
Colorado
$304K +$326K +1,844 New
FIM
758
Freedom Investment Management
Connecticut
$302K -$577K -3,264 -64%
CAM
759
Carret Asset Management
New York
$298K -$4.77K -27 -1%
MCM
760
Manchester Capital Management
Vermont
$298K
BONST
761
Bank of Nova Scotia Trust
Ontario, Canada
$297K -$6.72K -38 -2%
MWP
762
Moller Wealth Partners
$296K -$697K -3,944 -69%
RWM
763
RKL Wealth Management
Pennsylvania
$295K +$1.77K +10 +0.6%
LFG
764
LifePlan Financial Group
Ohio
$294K
CPIG
765
Chicago Partners Investment Group
Illinois
$292K +$293K +1,658 New
JFL
766
Jarislowsky, Fraser Ltd
Quebec, Canada
$292K +$315K +1,780 New
AI
767
Atria Investments
North Carolina
$289K +$51.1K +289 +20%
AWA
768
Arete Wealth Advisors
Illinois
$288K -$35.9K -203 -10%
CB
769
Chemical Bank
Michigan
$287K
1SB
770
1ST Source Bank
Indiana
$284K
GIM
771
Goelzer Investment Management
Indiana
$280K +$301K +1,700 New
MYIA
772
Mount Yale Investment Advisors
Colorado
$276K -$3.89K -22 -1%
AUB
773
Atlantic Union Bankshares
Virginia
$276K
UR
774
USCA RIA
Texas
$269K -$9.55K -54 -3%
LFAS
775
Level Four Advisory Services
Texas
$268K -$81.1K -459 -22%