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CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
RFA
901
Reilly Financial Advisors
California
$37K – – –
CAC
902
Certified Advisory Corp
Florida
$36K – – –
OIA
903
OneDigital Investment Advisors
Kansas
$36K – – –
QCIG
904
Quad-Cities Investment Group
Iowa
$36K – – –
AIM
905
Advantage Investment Management
Iowa
$36K +$18.4K +100 +119%
YWP
906
YorkBridge Wealth Partners
New York
$35K – – –
TRCT
907
Tower Research Capital (TRC)
New York
$34K -$1.3M -7,040 -98%
SIAP
908
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$34K – – –
EARNEST Partners
909
EARNEST Partners
Georgia
$31K – – –
TL
910
TrueWealth LLC
Georgia
$29K -$9.59K -52 -26%
TAIM
911
TD Ameritrade Investment Management
Nebraska
$26K +$23.6K +128 +2,133%
PFO
912
Pathstone Family Office
New Jersey
$25K -$14.2K -77 -37%
SNT
913
Security National Trust
West Virginia
$25K – – –
CIA
914
Cascade Investment Advisors
Oregon
$24.3K -$4.61K -25 -17%
TFO
915
Tarbox Family Office
California
$23K +$7.93K +43 +59%
SIS
916
Sound Income Strategies
Florida
$23K +$21K +114 +1,629%
VCM
917
Versant Capital Management
Arizona
$22K -$13.8K -75 -39%
Lazard Asset Management
918
Lazard Asset Management
New York
$19K -$3.7M -20,085 -100%
GRP
919
Global Retirement Partners
California
$19K -$2.03K -11 -10%
LFG
920
Larson Financial Group
Missouri
$19K – – –
KCPG
921
Kavar Capital Partners Group
Kansas
$19K +$18.4K +100 New
CFG
922
Citizens Financial Group
Rhode Island
$18K -$184 -1 -1%
SIC
923
Salem Investment Counselors
North Carolina
$17K -$4.06K -22 -20%
ONST
924
Old North State Trust
North Carolina
$17K – – –
CI
925
CX Institutional
Indiana
$17K +$16.4K +89 New