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CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
901
Plante Moran Financial Advisors
Michigan
$68K -$5.78K -34 -8%
PFBT
902
Parkside Financial Bank & Trust
Missouri
$68K +$4.42K +26 +7%
ED
903
Exane Derivatives
France
$65.2K -$11.1K -65 -15%
PFGIA
904
Patriot Financial Group Insurance Agency
Massachusetts
$65K -$850 -5 -1%
PFO
905
Pathstone Family Office
New Jersey
$65K +$37.9K +223 +170%
CAM
906
CenterStar Asset Management
Illinois
$64K – – –
BFEC
907
Benjamin F. Edwards & Company
Missouri
$61K -$16.7K -98 -23%
HPC
908
HM Payson & Co
Maine
$60K -$34K -200 -38%
DAM
909
Delta Asset Management
Tennessee
$58K – – –
CB
910
CNB Bank
Pennsylvania
$55K – – –
PS
911
Planned Solutions
California
$55K – – –
PCIA
912
Prime Capital Investment Advisors
Kansas
$54K -$2.21K -13 -4%
GEA
913
Glen Eagle Advisors
New Jersey
$53.3K – – –
MLFP
914
MPS Loria Financial Planners
Illinois
$53K -$16K -94 -24%
PCG
915
Private Capital Group
Connecticut
$53K -$340 -2 -0.7%
WT
916
Washington Trust
Rhode Island
$51K +$30.6K +180 +180%
EI
917
Ellevest Inc
New York
$50K +$31.3K +184 +207%
BWM
918
BerganKDV Wealth Management
Minnesota
$49K -$1.87K -11 -4%
OIM
919
Oder Investment Management
California
$48K +$44.4K +261 New
CLOS
920
Compagnie Lombard Odier SCmA
Switzerland
$47K -$15.8K -93 -26%
EP
921
Eudaimonia Partners
Tennessee
$47K +$5.78K +34 +15%
MA
922
Montag & Associates
Georgia
$46K +$42.5K +250 New
AIM
923
Anchor Investment Management
South Carolina
$45.1K – – –
EFSCE
924
Enterprise Financial Services Corp (EFSC)
Missouri
$43K -$2.38K -14 -6%
FHA
925
First Horizon Advisors
Tennessee
$42K -$2.04K -12 -5%