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CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
SIAS
826
Shine Investment Advisory Services
Colorado
$54K +$53.7K +329 New
SFG
827
SevenBridge Financial Group
Pennsylvania
$53K – – –
CAM
828
CenterStar Asset Management
Illinois
$52K – – –
MGIA
829
Moneta Group Investment Advisors
Missouri
$49K +$48.8K +299 New
AC
830
Avestar Capital
New York
$48K -$2.94K -18 -5%
AF
831
Arrow Financial
New York
$48K – – –
CHP
832
Cable Hill Partners
Oregon
$47K – – –
PHK
833
Point72 Hong Kong
Hong Kong
$47K +$46.7K +286 New
PMFA
834
Plante Moran Financial Advisors
Michigan
$46K -$29.6K -181 -39%
CPA
835
Clear Perspective Advisors
Illinois
$42K -$478K -2,925 -92%
OFW
836
Omnia Family Wealth
Florida
$42K – – –
PCG
837
Private Capital Group
Connecticut
$41K +$11.3K +69 +38%
BRC
838
Bell Rock Capital
Delaware
$41K +$40.8K +250 New
BWM
839
BerganKDV Wealth Management
Minnesota
$39K +$38.9K +238 New
JFGIW
840
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$38K +$980 +6 +3%
AIM
841
Anchor Investment Management
South Carolina
$36.9K – – –
AF
842
Advisornet Financial
Minnesota
$36K -$2.12K -13 -6%
FC
843
Ferris Capital
Massachusetts
$36K – – –
GAM
844
Gemmer Asset Management
California
$36K – – –
GWS
845
Glassman Wealth Services
Virginia
$36K +$980 +6 +3%
CIA
846
Cascade Investment Advisors
Oregon
$35.6K – – –
VCM
847
Versant Capital Management
Arizona
$35K – – –
M
848
MOTCO
Texas
$34K -$5.72K -35 -15%
CCMW
849
Cypress Capital Management (Wyoming)
Wyoming
$34K – – –
GI
850
Gradient Investments
Minnesota
$34K +$8.66K +53 +34%