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CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
ABLA
776
Alan B. Lancz & Associates
Ohio
$541K
KWM
777
Kingsview Wealth Management
Oregon
$541K -$428K -2,365 -46%
Kovitz Investment Group Partners
778
Kovitz Investment Group Partners
Illinois
$538K -$5.42K -30 -1%
MMPW
779
Mitchell McLeod Pugh & Williams
Alabama
$537K +$19K +105 +4%
CT
780
Coastline Trust
Rhode Island
$536K
BSW
781
Buckingham Strategic Wealth
Missouri
$534K
VT
782
Vise Technologies
New York
$527K +$220K +1,215 +79%
WPW
783
Waldron Private Wealth
Pennsylvania
$525K -$19.9K -110 -4%
SCA
784
Snowden Capital Advisors
New York
$524K +$53K +293 +12%
SFA
785
Sequoia Financial Advisors
Ohio
$523K +$103K +568 +26%
CGL
786
Clarius Group LLC
Washington
$523K -$1.26M -6,987 -72%
FT
787
Fiduciary Trust
Massachusetts
$521K -$362 -2 -0.1%
FIM
788
Freedom Investment Management
Connecticut
$519K -$542K -3,000 -53%
LSA
789
Leonteq Securities AG
Switzerland
$519K -$387K -2,141 -44%
SFG
790
SNS Financial Group
Minnesota
$518K -$7.23K -40 -1%
VCM
791
Vivaldi Capital Management
Illinois
$512K -$20.8K -115 -4%
LA
792
Lifeworks Advisors
Michigan
$508K +$38.5K +213 +9%
SP
793
Symmetry Partners
Connecticut
$502K
RWM
794
Ritholtz Wealth Management
New York
$496K +$78.5K +434 +20%
P
795
Pitcairn
Pennsylvania
$492K +$10.3K +57 +2%
FHA
796
Flagship Harbor Advisors
Massachusetts
$488K -$38.2K -211 -8%
EWM
797
Evercore Wealth Management
New York
$487K -$542 -3 -0.1%
AC
798
ASB Consultores
Florida
$483K +$9.77K +54 +2%
MW
799
Marcum Wealth
Ohio
$479K +$123K +680 +37%
LB
800
Legacy Bridge
Iowa
$477K +$27.1K +150 +6%