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CME Group
CME

Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
751
Inspirion Wealth Advisors
Illinois
$454K – – –
RWA
752
Ropes Wealth Advisors
Massachusetts
$454K +$249K +1,179 +123%
BONST
753
Bank of Nova Scotia Trust
Ontario, Canada
$447K -$16.9K -80 -4%
FA
754
FDx Advisors
Illinois
$446K -$47.5K -225 -10%
WA
755
Wealth Alliance
New York
$444K -$8.87K -42 -2%
GFP
756
Gryphon Financial Partners
Ohio
$440K -$15.8K -75 -3%
DA
757
Doliver Advisors
Texas
$439K -$76.4K -362 -15%
WFI
758
West Family Investments
California
$439K +$435K +2,062 New
FFA
759
First Foundation Advisors
California
$438K +$60.4K +286 +16%
TCM
760
Tributary Capital Management
Nebraska
$437K -$19K -90 -4%
LJAC
761
L.J. Altfest & Co
New York
$437K +$422 +2 +0.1%
CGL
762
Clarius Group LLC
Washington
$435K -$55.1K -261 -11%
GF
763
Gries Financial
Ohio
$435K – – –
CWM
764
Chicago Wealth Management
Illinois
$434K -$36.9K -175 -8%
HNB
765
Huntington National Bank
Ohio
$433K +$250K +1,183 +138%
CSIC
766
Clifford Swan Investment Counsel
California
$430K – – –
VAS
767
Vestmark Advisory Solutions
Massachusetts
$428K +$33.6K +159 +9%
VPI
768
Value Partners Investments
Manitoba, Canada
$426K +$78.3K +371 +23%
FNT
769
First Nebraska Trust
Nebraska
$425K – – –
SACTSONJ
770
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$425K – – –
S
771
SignatureFD
Georgia
$420K +$79.6K +377 +24%
RT
772
Rockland Trust
Massachusetts
$417K -$22.8K -108 -5%
P
773
Pitcairn
Pennsylvania
$417K -$3.17K -15 -0.8%
BFA
774
Beaumont Financial Advisors
Massachusetts
$413K +$10.6K +50 +3%
4WM
775
44 Wealth Management
Oregon
$413K +$52.4K +248 +15%
29 30
31
32 33