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CME Group
CME

Name Holding Trade Value Shares
Change 		Change in
Stake
WFG
801
Wills Financial Group
Virginia
$595K +$6.36K +32 +1%
MIS
802
Morningstar Investment Services
Illinois
$592K +$106K +534 +22%
TCA
803
Transcend Capital Advisors
New Jersey
$590K -$71.4K -359 -11%
CA
804
Continuum Advisory
Idaho
$579K +$2.19K +11 +0.4%
BAM
805
Bosun Asset Management
Illinois
$579K – – –
TCM
806
Tributary Capital Management
Nebraska
$577K -$9.94K -50 -2%
MWA
807
Meridian Wealth Advisors
Texas
$576K -$9.74K -49 -2%
DP
808
Dearborn Partners
Illinois
$573K +$229K +1,152 +67%
MIM
809
Manitou Investment Management
Ontario, Canada
$567K -$36K -181 -6%
HI
810
Horizon Investments
North Carolina
$565K +$58.4K +294 +12%
CC
811
Cipher Capital
New York
$565K -$286K -1,441 -34%
PNC
812
Park National Corp
Ohio
$564K -$66.2K -333 -11%
MMPW
813
Mitchell McLeod Pugh & Williams
Alabama
$562K +$398 +2 +0.1%
CT
814
Coastline Trust
Rhode Island
$561K – – –
MCA
815
MSH Capital Advisors
Arizona
$556K -$26.6K -134 -5%
MSCM
816
McElhenny Sheffield Capital Management
Texas
$554K +$550K +2,768 New
KWM
817
Kingsview Wealth Management
Oregon
$554K +$7.75K +39 +1%
GAG
818
GM Advisory Group
New York
$551K – – –
SPWG
819
Sage Private Wealth Group
Illinois
$549K -$174K -875 -24%
FT
820
Fiduciary Trust
Massachusetts
$547K +$17.9K +90 +3%
FUBT
821
First United Bank & Trust
Maryland
$547K -$23.7K -119 -4%
ABLA
822
Alan B. Lancz & Associates
Ohio
$546K -$19.9K -100 -4%
HCM
823
Howland Capital Management
Massachusetts
$540K -$1.39K -7 -0.3%
WPW
824
Waldron Private Wealth
Pennsylvania
$537K +$18.3K +92 +4%
TPCW
825
TD Private Client Wealth
New York
$537K -$315K -1,587 -37%
31 32
33
34 35