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CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
901
Patriot Financial Group Insurance Agency
Massachusetts
$8K – – –
SIM
902
Sonora Investment Management
Arizona
$8K – – –
AIS
903
Accurate Investment Solutions
Pennsylvania
$7K – – –
BBHC
904
Brown Brothers Harriman & Co
New York
$7K – – –
HT
905
Heritage Trust
Oklahoma
$7K – – –
TC
906
Trilogy Capital
California
$7K – – –
BCI
907
Brinker Capital Investments
Pennsylvania
$7K +$6.53K +40 New
FWM
908
Focused Wealth Management
New York
$6K – – –
AW
909
Alpha Windward
Massachusetts
$6K +$653 +4 +13%
AAP
910
Arax Advisory Partners
Colorado
$6K +$653 +4 +12%
WA
911
WealthTrust-Arizona
Arizona
$5K -$5.72K -35 -56%
FMP
912
Financial Management Professionals
Texas
$5K – – –
IBOK
913
Independence Bank of Kentucky
Kentucky
$5K – – –
PW
914
Price Wealth
Texas
$5K +$4.74K +29 New
CFC
915
Coyle Financial Counsel
Illinois
$5K +$5.06K +31 New
RWM
916
Raffa Wealth Management
District of Columbia
$4.92K – – –
THWM
917
Taylor Hoffman Wealth Management
Virginia
$4K -$12.3K -75 -76%
MSA
918
Marino Stram & Associates
Massachusetts
$4K -$3.76K -23 -51%
BFC
919
Bedel Financial Consulting
Indiana
$4K – – –
CWM
920
Cedar Wealth Management
California
$4K +$4.08K +25 New
KTC
921
Kistler-Tiffany Companies
Pennsylvania
$4K +$4.25K +26 New
DAM
922
Delta Asset Management
Tennessee
$3K – – –
LWA
923
Lowe Wealth Advisors
Maryland
$3K – – –
WAP
924
Wealthcare Advisory Partners
Pennsylvania
$3K – – –
BCP
925
Blackhawk Capital Partners
Wisconsin
$3K +$2.61K +16 New