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CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
HR
951
Howe & Rusling
New York
$14K – – –
EIP
952
Ellis Investment Partners
Pennsylvania
$14K +$14.4K +69 New
CAL
953
Capital Advisors Ltd
Ohio
$13K – – –
SGAM
954
Smith Group Asset Management
Texas
$13K – – –
GEA
955
Glen Eagle Advisors
New Jersey
$12K – – –
SCA
956
Stuart Chaussee & Associates
California
$12K – – –
TCM
957
Tradewinds Capital Management
Washington
$12K – – –
AF
958
Allworth Financial
California
$11K +$10.4K +50 New
NC
959
NewSquare Capital
Pennsylvania
$11K +$10.4K +50 New
BL
960
Balentine LLC
Georgia
$10K – – –
AIS
961
Accurate Investment Solutions
Pennsylvania
$9K – – –
TFS
962
TrustCore Financial Services
Tennessee
$9K +$1.46K +7 +20%
HWA
963
Heritage Wealth Advisors
Virginia
$8K – – –
SBL
964
Sargent Bickham Lagudis
Colorado
$8K – – –
FWM
965
Focused Wealth Management
New York
$7K – – –
EI
966
Ellevest Inc
New York
$7K +$627 +3 +11%
RWM
967
Raffa Wealth Management
District of Columbia
$6.34K +$6.27K +30 New
CAL
968
Capital Analysts LLC
Pennsylvania
$6K -$2.09K -10 -23%
PWMG
969
Prestige Wealth Management Group
New Jersey
$6K – – –
TIM
970
Tortoise Investment Management
New York
$6K – – –
WB
971
Webster Bank
Connecticut
$6K – – –
1NWS
972
1 North Wealth Services
Maryland
$6K +$6.06K +29 New
ATC
973
Adirondack Trust Company
New York
$5K – – –
THWM
974
Taylor Hoffman Wealth Management
Virginia
$5K – – –
IUHSA
975
Itau Unibanco Holding S.A.
Brazil
$5K +$2.09M +10,000 New