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CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
WPW
751
Waldron Private Wealth
Pennsylvania
$504K +$223K +1,126 +65%
ABLA
752
Alan B. Lancz & Associates
Ohio
$500K
OF
753
Outfitter Financial
Maine
$497K -$59.3K -300 -10%
FHA
754
Flagship Harbor Advisors
Massachusetts
$497K -$20.9K -106 -4%
CT
755
Coastline Trust
Rhode Island
$496K
SFG
756
SNS Financial Group
Minnesota
$495K +$1.38K +7 +0.3%
SCA
757
Snowden Capital Advisors
New York
$494K -$220K -1,113 -28%
MCWA
758
Meadow Creek Wealth Advisors
Georgia
$493K +$8.3K +42 +2%
Kovitz Investment Group Partners
759
Kovitz Investment Group Partners
Illinois
$488K -$24.9K -126 -4%
TBA
760
Tower Bridge Advisors
Pennsylvania
$486K -$1.98K -10 -0.4%
MYIA
761
Mount Yale Investment Advisors
Colorado
$478K +$533K +2,698 New
VCM
762
Vivaldi Capital Management
Illinois
$472K +$2.57K +13 +0.5%
CCMD
763
Cypress Capital Management (Delaware)
Delaware
$471K +$526K +2,661 New
EAM
764
Empirical Asset Management
Massachusetts
$468K +$522K +2,642 New
SP
765
Symmetry Partners
Connecticut
$464K +$39.1K +198 +8%
CGL
766
Clarius Group LLC
Washington
$463K +$39.3K +199 +8%
ASN
767
Advisory Services Network
Georgia
$457K +$15.6K +79 +3%
VFA
768
Voya Financial Advisors
Connecticut
$452K +$5.34K +27 +1%
QCG
769
Quadrant Capital Group
Ohio
$450K -$22.5K -114 -4%
EWM
770
Evercore Wealth Management
New York
$445K -$237K -1,201 -32%
DJSG
771
D.J. St. Germain
Massachusetts
$444K
FNA
772
First National Advisers
Nebraska
$440K +$141K +712 +40%
AC
773
ASB Consultores
Florida
$437K -$34.4K -174 -7%
LB
774
Legacy Bridge
Iowa
$437K -$9.88K -50 -2%
CTC
775
Central Trust Company
Missouri
$433K -$86K -435 -15%