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CME Group
CME

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
801
Calamos Wealth Management
Illinois
$462K -$100K -427 -18%
CS
802
Comerica Securities
Michigan
$462K -$1.64K -7 -0.4%
BONST
803
Bank of Nova Scotia Trust
Ontario, Canada
$461K -$235 -1 -0.1%
9WM
804
9258 Wealth Management
Ohio
$459K +$20K +85 +5%
TCM
805
Tributary Capital Management
Nebraska
$458K -$18.8K -80 -4%
WTB
806
Washington Trust Bank
Washington
$453K – – –
MOS
807
MGO One Seven
Ohio
$450K +$99.6K +424 +29%
GF
808
Gries Financial
Ohio
$448K -$11.7K -50 -3%
ONB
809
Old National Bancorp
Indiana
$447K -$3.05K -13 -0.7%
MCWS
810
McKinley Carter Wealth Services
West Virginia
$447K +$10.8K +46 +3%
BIAS
811
Beacon Investment Advisory Services
New Jersey
$446K – – –
OIA
812
OneDigital Investment Advisors
Kansas
$445K +$79.9K +340 +22%
LJAC
813
L.J. Altfest & Co
New York
$437K -$50.3K -214 -10%
4WM
814
44 Wealth Management
Oregon
$435K -$2.11K -9 -0.5%
HWAM
815
Hennion & Walsh Asset Management
New Jersey
$430K – – –
RCAG
816
Rehmann Capital Advisory Group
Michigan
$428K +$25.8K +110 +7%
CCM
817
Cohen Capital Management
California
$428K – – –
PC
818
Permanens Capital
New York
$428K – – –
WP
819
WealthSource Partners
California
$426K -$13.9K -59 -3%
SIG
820
Spinnaker Investment Group
California
$426K – – –
KPWS
821
Kestra Private Wealth Services
Texas
$425K -$20.4K -87 -5%
PFS
822
Prospera Financial Services
Texas
$425K +$102K +434 +32%
GRP
823
Global Retirement Partners
California
$422K +$517K +2,200 New
CCFM
824
Clear Creek Financial Management
Washington
$421K -$470 -2 -0.1%
SIMM
825
Stillwater Investment Management (Minnesota)
Minnesota
$421K +$7.05K +30 +2%
31 32
33
34 35