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CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
CIC
826
Chilton Investment Company
Connecticut
$292K +$299K +1,456 New
BCA
827
Bay Colony Advisors
Massachusetts
$291K +$7.59K +37 +3%
GFPC
828
Global Financial Private Capital
Florida
$290K +$48.6K +237 +20%
ACP
829
Ashfield Capital Partners
California
$288K – – –
AAS
830
Avantax Advisory Services
Texas
$286K +$17.2K +84 +6%
BAM
831
Belpointe Asset Management
Nevada
$285K -$59.1K -288 -17%
WLPWM
832
Walled Lake Planning & Wealth Management
Illinois
$285K +$292K +1,421 New
EAM
833
Erste Asset Management
Austria
$284K +$287K +1,400 New
SOAMC
834
Spirit of America Management Corp
New York
$282K -$20.5K -100 -7%
AIA
835
Avalon Investment & Advisory
Texas
$282K +$25.2K +123 +10%
TCWM
836
Total Clarity Wealth Management
Illinois
$282K +$288K +1,406 New
TBNY
837
Trustco Bank (New York)
New York
$281K -$20.5K -100 -7%
RTS
838
Round Table Services
New Jersey
$281K – – –
FA
839
FDx Advisors
Illinois
$280K +$8.41K +41 +3%
RWP
840
RWA Wealth Partners
Massachusetts
$277K -$15.2K -74 -5%
EH
841
Employers Holdings
Nevada
$277K – – –
DT
842
Diversified Trust
Tennessee
$277K +$283K +1,380 New
RC
843
RegentAtlantic Capital
New Jersey
$273K -$8.21K -40 -3%
FBA
844
Front Barnett Associates
Illinois
$273K – – –
HTC
845
Haverford Trust Company
Pennsylvania
$273K +$8.62K +42 +3%
TCM
846
Traynor Capital Management
Pennsylvania
$272K -$8K -39 -3%
FLII
847
First Long Island Investors
New York
$271K – – –
BCM
848
Bayesian Capital Management
New York
$261K +$267K +1,300 New
EF
849
Empirical Finance
Pennsylvania
$261K +$267K +1,302 New
DIA
850
Dean Investment Associates
Ohio
$257K – – –