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CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
CFC
851
Coyle Financial Counsel
Illinois
$255K -$90.6K -460 -27%
MW
852
Marcum Wealth
Ohio
$255K +$246K +1,248 New
LFAS
853
Level Four Advisory Services
Texas
$254K – – –
SWA
854
Stratos Wealth Advisors
Ohio
$251K +$242K +1,227 New
CCM
855
Coldstream Capital Management
Washington
$247K +$10.6K +54 +5%
LIM
856
Lagoda Investment Management
New York
$245K +$236K +1,200 New
KPW
857
Kore Private Wealth
New York
$244K +$235K +1,195 New
GWM
858
Geneos Wealth Management
Colorado
$239K – – –
CFFP
859
Center for Financial Planning
Michigan
$237K +$36.4K +185 +19%
9WM
860
9258 Wealth Management
Ohio
$236K +$227K +1,155 New
PPG
861
Peak Planning Group
Colorado
$235K +$227K +1,151 New
HTC
862
Haverford Trust Company
Pennsylvania
$234K -$29.5K -150 -12%
PCS
863
Personal CFO Solutions
New Jersey
$234K +$226K +1,146 New
SBSB
864
Sullivan, Bruyette, Speros & Blaney
Virginia
$233K -$2.17K -11 -1%
FLII
865
First Long Island Investors
New York
$232K – – –
TCM
866
Traynor Capital Management
Pennsylvania
$231K +$223K +1,131 New
IWC
867
Integrated Wealth Concepts
Massachusetts
$231K +$223K +1,133 New
JCM
868
Jacobi Capital Management
Pennsylvania
$227K -$11.8K -60 -5%
SPWG
869
Sage Private Wealth Group
Illinois
$226K -$9.06K -46 -4%
PCP
870
Proficio Capital Partners
Massachusetts
$226K +$218K +1,109 New
AF
871
Allworth Financial
California
$224K -$212K -1,075 -49%
Koshinski Asset Management
872
Koshinski Asset Management
Illinois
$224K +$216K +1,099 New
SWA
873
Sutton Wealth Advisors
Florida
$224K +$1.97K +10 +0.9%
B
874
Bailard
California
$222K +$214K +1,088 New
IWP
875
Icon Wealth Partners
Texas
$213K +$205K +1,041 New