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CME Group
CME

Name Holding Trade Value Shares
Change 		Change in
Stake
EFS
851
Essex Financial Services
Connecticut
$201K +$187K +1,102 New
CBFP
852
Cedar Brook Financial Partners
Ohio
$200K -$48.1K -283 -20%
PA
853
Procyon Advisors
Connecticut
$200K +$187K +1,099 New
SWA
854
Sutton Wealth Advisors
Florida
$198K +$1.53K +9 +0.8%
GWM
855
Geneos Wealth Management
Colorado
$190K +$61.1K +359 +43%
AII
856
AGF Investments Inc
Ontario, Canada
$189K -$181K -1,063 -51%
MHR
857
Matthew Hamilton Rosenberg
$188K – – –
MCM
858
Manchester Capital Management
Vermont
$186K +$14.6K +86 +9%
WPA
859
West Paces Advisors
Georgia
$185K – – –
CT
860
Caldwell Trust
Florida
$181K – – –
TF
861
Tompkins Financial
New York
$180K -$633K -3,725 -79%
CFFP
862
Center for Financial Planning
Michigan
$178K +$19.6K +115 +13%
AIM
863
Arcadia Investment Management
Michigan
$171K – – –
HIA
864
Harbor Investment Advisory
Maryland
$171K +$47.3K +278 +42%
VC
865
Vestor Capital
Illinois
$164K +$154K +903 New
PWPS
866
Pinnacle Wealth Planning Services
Ohio
$162K +$152K +892 New
SFSIG
867
San Francisco Sentry Investment Group
California
$161K – – –
HNB
868
Huntington National Bank
Ohio
$155K -$189K -1,113 -57%
NICM
869
Neo Ivy Capital Management
New York
$150K -$210K -1,234 -60%
RA
870
Rational Advisors
New York
$149K +$117K +687 +533%
SIMG
871
Stephens Investment Management Group
Texas
$146K +$16.7K +98 +14%
BWP
872
Baldwin Wealth Partners
Massachusetts
$143K – – –
CWM
873
Curi Wealth Management
North Carolina
$140K +$131K +771 New
EP
874
Elkhorn Partners
Nebraska
$139K +$130K +765 New
PCM
875
Penserra Capital Management
California
$136K -$323K -1,899 -72%
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