We are live on ! Find out more
CME icon

CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
GIM
751
Goelzer Investment Management
Indiana
$330K – – –
AWA
752
Arete Wealth Advisors
Illinois
$329K -$9.77K -53 -3%
CB
753
Chemical Bank
Michigan
$321K -$16.6K -90 -5%
UR
754
USCA RIA
Texas
$318K – – –
GAAM
755
Guinness Atkinson Asset Management
California
$318K +$22.1K +120 +8%
APG
756
Abacus Planning Group
South Carolina
$317K +$60.1K +326 +25%
Mercer Global Advisors
757
Mercer Global Advisors
Colorado
$316K -$40.2K -218 -12%
LC
758
Lourd Capital
California
$314K +$10.1K +55 +4%
BP
759
Ballentine Partners
Massachusetts
$313K +$297K +1,610 New
Cetera Investment Advisers
760
Cetera Investment Advisers
Illinois
$312K +$30.6K +166 +11%
AUB
761
Atlantic Union Bankshares
Virginia
$307K -$18.4K -100 -6%
CGL
762
Clarius Group LLC
Washington
$306K +$61.2K +332 +27%
HNB
763
Huntington National Bank
Ohio
$302K +$26K +141 +10%
LFAS
764
Level Four Advisory Services
Texas
$297K -$18.1K -98 -6%
SWP
765
Stratos Wealth Partners
Ohio
$296K +$6.45K +35 +2%
HTC
766
Haverford Trust Company
Pennsylvania
$293K +$34.8K +189 +14%
AII
767
AGF Investments Inc
Ontario, Canada
$291K -$73.7K -400 -21%
TBNY
768
Trustco Bank (New York)
New York
$291K – – –
SIMM
769
Stillwater Investment Management (Minnesota)
Minnesota
$290K +$1.11K +6 +0.4%
BUB
770
BBVA USA Bancshares
Texas
$290K +$88.3K +479 +47%
AAS
771
Avantax Advisory Services
Texas
$286K +$24.9K +135 +10%
LSAG
772
Lake Street Advisors Group
New Hampshire
$286K +$32.8K +178 +14%
BAM
773
Belpointe Asset Management
Nevada
$285K -$23.8K -129 -8%
RWP
774
RWA Wealth Partners
Massachusetts
$282K – – –
ACP
775
Ashfield Capital Partners
California
$279K – – –