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CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
ACP
826
Ashfield Capital Partners
California
$293K – – –
PFS
827
Prospera Financial Services
Texas
$292K -$122K -618 -30%
WLPWM
828
Walled Lake Planning & Wealth Management
Illinois
$290K – – –
TNB
829
TCF National Bank
South Dakota
$288K -$19.7K -100 -7%
OPOWM
830
One Plus One Wealth Management
Florida
$288K +$277K +1,408 New
SOAMC
831
Spirit of America Management Corp
New York
$287K – – –
TBNY
832
Trustco Bank (New York)
New York
$286K – – –
YMRC
833
Yorktown Management & Research Company
Virginia
$285K – – –
FPS
834
Fieldpoint Private Securities
Connecticut
$284K -$69.7K -354 -20%
RWP
835
RWA Wealth Partners
Massachusetts
$284K – – –
SIG
836
Sargent Investment Group
Maryland
$284K +$274K +1,390 New
EWA
837
EP Wealth Advisors
California
$281K +$44.3K +225 +20%
FBA
838
Front Barnett Associates
Illinois
$278K – – –
PTC
839
Private Trust Company
Ohio
$274K +$23.6K +120 +10%
BA
840
Bridgewater Advisors
New York
$274K +$252K +1,280 New
W
841
WealthStone
Ohio
$273K +$25.2K +128 +11%
JIP
842
Jaffetilchin Investment Partners
Florida
$272K +$263K +1,334 New
FBB
843
Fulton Breakefield Broenniman
Maryland
$267K -$68K -345 -21%
HR
844
Hayden Royal
North Carolina
$266K +$36.8K +187 +17%
PA
845
Procyon Advisors
Connecticut
$266K +$40K +203 +18%
IBOK
846
Independence Bank of Kentucky
Kentucky
$263K -$330K -1,675 -56%
KTA
847
Keeley-Teton Advisors
Illinois
$261K – – –
GTCM
848
Gyon Technologies Capital Management
New Jersey
$260K +$250K +1,271 New
CFA
849
Carroll Financial Associates
North Carolina
$256K +$114K +579 +86%
UF
850
Univest Financial
Pennsylvania
$256K +$247K +1,255 New