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CME Group
CME

Name Holding Trade Value Shares
Change 		Change in
Stake
WLPWM
801
Walled Lake Planning & Wealth Management
Illinois
$238K – – –
SOAMC
802
Spirit of America Management Corp
New York
$235K – – –
TBNY
803
Trustco Bank (New York)
New York
$234K – – –
IIM
804
Intact Investment Management
Quebec, Canada
$234K +$236K +1,400 New
RWP
805
RWA Wealth Partners
Massachusetts
$232K +$1.52K +9 +0.7%
CBFP
806
Cedar Brook Financial Partners
Ohio
$231K -$40.4K -240 -15%
IC
807
IEQ Capital
California
$228K -$55.2K -328 -19%
FBA
808
Front Barnett Associates
Illinois
$228K – – –
EAM
809
Erste Asset Management
Austria
$226K +$229K +1,361 New
TCWM
810
Total Clarity Wealth Management
Illinois
$226K -$9.6K -57 -4%
CFM
811
Coronation Fund Managers
South Africa
$226K +$227K +1,350 New
BWM
812
Buckley Wealth Management
Nevada
$223K -$76.8K -456 -25%
LFAS
813
Level Four Advisory Services
Texas
$217K -$78.2K -464 -26%
BCM
814
Bienville Capital Management
New York
$217K – – –
HTC
815
Haverford Trust Company
Pennsylvania
$216K – – –
KTA
816
Keeley-Teton Advisors
Illinois
$214K +$505 +3 +0.2%
COF
817
Capital One Financial
Virginia
$210K -$247K -1,464 -54%
CFC
818
Coyle Financial Counsel
Illinois
$209K -$84.2K -500 -29%
LCM
819
Logan Capital Management
Pennsylvania
$209K – – –
TCM
820
Traynor Capital Management
Pennsylvania
$209K +$505 +3 +0.2%
GBT
821
Grove Bank & Trust
Florida
$206K -$22.6K -134 -10%
AF
822
Alerus Financial
North Dakota
$206K +$207K +1,230 New
FAAS
823
First Allied Advisory Services
California
$204K -$22.1K -131 -10%
DAS
824
Dynamic Advisor Solutions
Arizona
$204K -$11.6K -69 -5%
V
825
VeraBank
Texas
$201K +$202K +1,200 New
31 32
33
34 35