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CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
PFS
826
Prospera Financial Services
Texas
$292K -$122K -618 -30%
WLPWM
827
Walled Lake Planning & Wealth Management
Illinois
$290K
TNB
828
TCF National Bank
South Dakota
$288K -$19.7K -100 -7%
OPOWM
829
One Plus One Wealth Management
Florida
$288K +$277K +1,408 New
SOAMC
830
Spirit of America Management Corp
New York
$287K
TBNY
831
Trustco Bank (New York)
New York
$286K
YMRC
832
Yorktown Management & Research Company
Virginia
$285K
FPS
833
Fieldpoint Private Securities
Connecticut
$284K -$69.7K -354 -20%
RWP
834
RWA Wealth Partners
Massachusetts
$284K
SIG
835
Sargent Investment Group
Maryland
$284K +$274K +1,390 New
EWA
836
EP Wealth Advisors
California
$281K +$44.3K +225 +20%
FBA
837
Front Barnett Associates
Illinois
$278K
PTC
838
Private Trust Company
Ohio
$274K +$23.6K +120 +10%
BA
839
Bridgewater Advisors
New York
$274K +$252K +1,280 New
W
840
WealthStone
Ohio
$273K +$25.2K +128 +11%
JIP
841
Jaffetilchin Investment Partners
Florida
$272K +$263K +1,334 New
FBB
842
Fulton Breakefield Broenniman
Maryland
$267K -$68K -345 -21%
HR
843
Hayden Royal
North Carolina
$266K +$36.8K +187 +17%
PA
844
Procyon Advisors
Connecticut
$266K +$40K +203 +18%
IBOK
845
Independence Bank of Kentucky
Kentucky
$263K -$330K -1,675 -56%
KTA
846
Keeley-Teton Advisors
Illinois
$261K
GTCM
847
Gyon Technologies Capital Management
New Jersey
$260K +$250K +1,271 New
CFA
848
Carroll Financial Associates
North Carolina
$256K +$114K +579 +86%
UF
849
Univest Financial
Pennsylvania
$256K +$247K +1,255 New
CFC
850
Coyle Financial Counsel
Illinois
$255K -$90.6K -460 -27%