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CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
PWAG
776
Polaris Wealth Advisory Group
California
$378K +$375K +1,826 New
Carson Wealth (CWM LLC)
777
Carson Wealth (CWM LLC)
Nebraska
$377K – – –
BONST
778
Bank of Nova Scotia Trust
Ontario, Canada
$377K +$32K +156 +9%
JHCP
779
Jackson Hole Capital Partners
Oklahoma
$375K – – –
HAM
780
Highstreet Asset Management
Ontario, Canada
$371K +$379K +1,846 New
S
781
SignatureFD
Georgia
$370K +$6.36K +31 +2%
FMC
782
First Merchants Corp
Indiana
$366K – – –
AA
783
Alesco Advisors
New York
$360K +$368K +1,795 New
GW
784
GW & Wade
Massachusetts
$358K -$83.3K -406 -19%
DBRC
785
D.B. Root & Company
Pennsylvania
$358K -$1.03K -5 -0.3%
AWM
786
Altium Wealth Management
New York
$358K +$28.7K +140 +9%
JFL
787
Jarislowsky, Fraser Ltd
Quebec, Canada
$357K – – –
PCM
788
Penserra Capital Management
California
$355K -$1.26M -6,124 -77%
HR
789
Hayden Royal
North Carolina
$352K +$339K +1,651 New
LSAG
790
Lake Street Advisors Group
New Hampshire
$352K -$35.5K -173 -9%
Cetera Investment Advisers
791
Cetera Investment Advisers
Illinois
$352K +$19.1K +93 +6%
BBP
792
Banco BTG Pactual
Brazil
$349K +$357K +1,740 New
CAM
793
Carret Asset Management
New York
$348K – – –
PAS
794
Partnervest Advisory Services
California
$346K -$821 -4 -0.2%
MCM
795
Manchester Capital Management
Vermont
$343K – – –
BP
796
Ballentine Partners
Massachusetts
$343K +$17.6K +86 +5%
GIM
797
Goelzer Investment Management
Indiana
$341K – – –
American Century Companies
798
American Century Companies
Missouri
$340K +$348K +1,696 New
AWA
799
Arete Wealth Advisors
Illinois
$339K -$6.15K -30 -2%
BAC
800
Boys Arnold & Co
North Carolina
$339K +$5.13K +25 +2%