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CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
SGAM
951
Smith Group Asset Management
Texas
$13K
GEA
952
Glen Eagle Advisors
New Jersey
$12K
SCA
953
Stuart Chaussee & Associates
California
$12K
TCM
954
Tradewinds Capital Management
Washington
$12K
AF
955
Allworth Financial
California
$11K +$10.4K +50 New
NC
956
NewSquare Capital
Pennsylvania
$11K +$10.4K +50 New
BL
957
Balentine LLC
Georgia
$10K
AIS
958
Accurate Investment Solutions
Pennsylvania
$9K
TFS
959
TrustCore Financial Services
Tennessee
$9K +$1.46K +7 +20%
HWA
960
Heritage Wealth Advisors
Virginia
$8K
SBL
961
Sargent Bickham Lagudis
Colorado
$8K
FWM
962
Focused Wealth Management
New York
$7K
EI
963
Ellevest Inc
New York
$7K +$627 +3 +11%
RWM
964
Raffa Wealth Management
District of Columbia
$6.34K +$6.27K +30 New
CAL
965
Capital Analysts LLC
Pennsylvania
$6K -$2.09K -10 -23%
PWMG
966
Prestige Wealth Management Group
New Jersey
$6K
TIM
967
Tortoise Investment Management
New York
$6K
WB
968
Webster Bank
Connecticut
$6K
1NWS
969
1 North Wealth Services
Maryland
$6K +$6.06K +29 New
ATC
970
Adirondack Trust Company
New York
$5K
THWM
971
Taylor Hoffman Wealth Management
Virginia
$5K
IUHSA
972
Itau Unibanco Holding S.A.
Brazil
$5K +$2.09M +10,000 New
FCA
973
FinTrust Capital Advisors
South Carolina
$4K
FPFS
974
First Personal Financial Services
North Carolina
$4K
LWANC
975
Laurel Wealth Advisors (North Carolina)
North Carolina
$4K