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CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
BCA
826
Bay Colony Advisors
Massachusetts
$291K +$7.59K +37 +3%
GFPC
827
Global Financial Private Capital
Florida
$290K +$48.6K +237 +20%
ACP
828
Ashfield Capital Partners
California
$288K
AAS
829
Avantax Advisory Services
Texas
$286K +$17.2K +84 +6%
BAM
830
Belpointe Asset Management
Nevada
$285K -$59.1K -288 -17%
WLPWM
831
Walled Lake Planning & Wealth Management
Illinois
$285K +$292K +1,421 New
EAM
832
Erste Asset Management
Austria
$284K +$287K +1,400 New
SOAMC
833
Spirit of America Management Corp
New York
$282K -$20.5K -100 -7%
AIA
834
Avalon Investment & Advisory
Texas
$282K +$25.2K +123 +10%
TCWM
835
Total Clarity Wealth Management
Illinois
$282K +$288K +1,406 New
TBNY
836
Trustco Bank (New York)
New York
$281K -$20.5K -100 -7%
RTS
837
Round Table Services
New Jersey
$281K
FA
838
FDx Advisors
Illinois
$280K +$8.41K +41 +3%
RWP
839
RWA Wealth Partners
Massachusetts
$277K -$15.2K -74 -5%
EH
840
Employers Holdings
Nevada
$277K
DT
841
Diversified Trust
Tennessee
$277K +$283K +1,380 New
RC
842
RegentAtlantic Capital
New Jersey
$273K -$8.21K -40 -3%
FBA
843
Front Barnett Associates
Illinois
$273K
HTC
844
Haverford Trust Company
Pennsylvania
$273K +$8.62K +42 +3%
TCM
845
Traynor Capital Management
Pennsylvania
$272K -$8K -39 -3%
FLII
846
First Long Island Investors
New York
$271K
BCM
847
Bayesian Capital Management
New York
$261K +$267K +1,300 New
EF
848
Empirical Finance
Pennsylvania
$261K +$267K +1,302 New
DIA
849
Dean Investment Associates
Ohio
$257K
WAM
850
Weiss Asset Management
Massachusetts
$254K