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CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
BSW
776
Buckingham Strategic Wealth
Missouri
$641K +$596 +3 +0.1%
NHT
777
New Hampshire Trust
New Hampshire
$641K -$9.14K -46 -1%
DT
778
Diversified Trust
Tennessee
$640K -$34.6K -174 -5%
BONH
779
Bank of New Hampshire
New Hampshire
$636K
BIA
780
Bigelow Investment Advisors
Maine
$633K -$4.97K -25 -0.8%
LBWM
781
Left Brain Wealth Management
Illinois
$630K +$13.3K +67 +2%
PTC
782
Private Trust Company
Ohio
$630K +$81.1K +408 +15%
MC
783
Maverick Capital
Texas
$628K -$17.9K -90 -3%
CS
784
Comerica Securities
Michigan
$628K -$22.1K -111 -3%
PAG
785
Private Advisor Group
New Jersey
$622K +$167K +841 +37%
VFA
786
Voya Financial Advisors
Connecticut
$621K -$2.38K -12 -0.4%
KWA
787
Kingswood Wealth Advisors
California
$616K +$1.25M +6,288 New
CWP
788
Concord Wealth Partners
Virginia
$614K +$130K +653 +27%
SI
789
Stephens Inc
Arkansas
$612K -$8.75K -44 -1%
SM
790
Sciencast Management
New Jersey
$611K +$606K +3,050 New
9WM
791
9258 Wealth Management
Ohio
$608K +$15.5K +78 +3%
JIP
792
Jaffetilchin Investment Partners
Florida
$605K +$10.1K +51 +2%
BCWM
793
Bartlett & Co Wealth Management
Ohio
$604K
BC
794
Bartlett & Co
Ohio
$604K
IWA
795
Inspirion Wealth Advisors
Illinois
$601K +$199K +1,000 +50%
AIM
796
Aquila Investment Management
New York
$601K +$596K +3,000 New
WJWM
797
Williams Jones Wealth Management
New York
$599K -$1.19K -6 -0.2%
CBNLCF
798
Cognios Beta Neutral Large Cap Fund
Kansas
$598K -$159K -798 -21%
VVP
799
Venture Visionary Partners
Ohio
$598K +$12.9K +65 +2%
SAG
800
SageView Advisory Group
California
$596K -$11.3K -57 -2%