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CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
CC
826
Cognios Capital
Kansas
$214K -$2.25M -12,229 -92%
AIM
827
Arcadia Investment Management
Michigan
$214K
BWP
828
Baldwin Wealth Partners
Massachusetts
$211K
WAM
829
Weiss Asset Management
Massachusetts
$210K +$200K +1,083 New
SWA
830
Sutton Wealth Advisors
Florida
$207K +$1.29K +7 +0.7%
JCM
831
Jacobi Capital Management
Pennsylvania
$203K -$26.4K -143 -12%
HCM
832
Hollencrest Capital Management
California
$201K +$191K +1,035 New
GLI
833
Guardian Life Insurance
New York
$200K
OIA
834
Optimum Investment Advisors
Illinois
$199K
WPA
835
West Paces Advisors
Georgia
$199K
CFA
836
Carroll Financial Associates
North Carolina
$192K +$61K +331 +50%
CIAS
837
Capital Investment Advisory Services
North Carolina
$188K +$151K +821 +883%
SMFS
838
Squar Milner Financial Services
California
$186K +$177K +960 New
WT
839
Whittier Trust
California
$176K
SFSIG
840
San Francisco Sentry Investment Group
California
$160K -$690K -3,744 -82%
IWA
841
IBEX Wealth Advisors
New Jersey
$152K +$145K +788 New
Capstone Investment Advisors
842
Capstone Investment Advisors
New York
$151K -$2.34M -12,705 -94%
LWM
843
Lenox Wealth Management
Ohio
$137K +$130K +706 New
CF
844
Centaurus Financial
California
$126K +$120K +649 New
FFC
845
First Financial Corp
Indiana
$121K
SIAS
846
Shine Investment Advisory Services
Colorado
$121K +$33.6K +182 +41%
QAM
847
QCI Asset Management
New York
$121K +$92.2K +500 +400%
HCM
848
HMS Capital Management
Tennessee
$121K +$115K +622 New
AF
849
Arrow Financial
New York
$112K
SIMG
850
Stephens Investment Management Group
Texas
$112K +$14K +76 +15%