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CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
CBFP
851
Cedar Brook Financial Partners
Ohio
$200K -$48.1K -283 -20%
PA
852
Procyon Advisors
Connecticut
$200K +$187K +1,099 New
SWA
853
Sutton Wealth Advisors
Florida
$198K +$1.53K +9 +0.8%
GWM
854
Geneos Wealth Management
Colorado
$190K +$61.1K +359 +43%
AII
855
AGF Investments Inc
Ontario, Canada
$189K -$181K -1,063 -51%
MHR
856
Matthew Hamilton Rosenberg
$188K
MCM
857
Manchester Capital Management
Vermont
$186K +$14.6K +86 +9%
WPA
858
West Paces Advisors
Georgia
$185K
CT
859
Caldwell Trust
Florida
$181K
TF
860
Tompkins Financial
New York
$180K -$633K -3,725 -79%
CFFP
861
Center for Financial Planning
Michigan
$178K +$19.6K +115 +13%
AIM
862
Arcadia Investment Management
Michigan
$171K
HIA
863
Harbor Investment Advisory
Maryland
$171K +$47.3K +278 +42%
VC
864
Vestor Capital
Illinois
$164K +$154K +903 New
PWPS
865
Pinnacle Wealth Planning Services
Ohio
$162K +$152K +892 New
SFSIG
866
San Francisco Sentry Investment Group
California
$161K
HNB
867
Huntington National Bank
Ohio
$155K -$189K -1,113 -57%
NICM
868
Neo Ivy Capital Management
New York
$150K -$210K -1,234 -60%
RA
869
Rational Advisors
New York
$149K +$117K +687 +533%
SIMG
870
Stephens Investment Management Group
Texas
$146K +$16.7K +98 +14%
BWP
871
Baldwin Wealth Partners
Massachusetts
$143K
CWM
872
Curi Wealth Management
North Carolina
$140K +$131K +771 New
EP
873
Elkhorn Partners
Nebraska
$139K +$130K +765 New
PCM
874
Penserra Capital Management
California
$136K -$323K -1,899 -72%
FFC
875
First Financial Corp
Indiana
$135K