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CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
SIMG
951
Stephens Investment Management Group
Texas
$230K
WB
952
WesBanco Bank
West Virginia
$229K
SWM
953
SeaCrest Wealth Management
New York
$228K +$216K +1,193 New
AFP
954
Ausdal Financial Partners
Iowa
$228K -$177K -981 -45%
OCM
955
One Capital Management
California
$227K +$214K +1,185 New
LGF
956
LGT Group Foundation
Liechtenstein
$226K +$214K +1,181 New
GFWA
957
Grey Fox Wealth Advisors
Delaware
$226K -$6.51K -36 -3%
APG
958
Abacus Planning Group
South Carolina
$226K +$213K +1,180 New
TCOK
959
Trust Company of Kansas
Kansas
$224K +$211K +1,167 New
PA
960
Prossimo Advisors
California
$222K -$231K -1,280 -52%
CWM
961
Chesapeake Wealth Management
Virginia
$220K -$9.95K -55 -5%
IAA
962
Independent Advisor Alliance
North Carolina
$220K +$207K +1,146 New
ANTB
963
AMG National Trust Bank
Colorado
$218K -$25.3K -140 -11%
CFC
964
Coyle Financial Counsel
Illinois
$218K +$206K +1,140 New
BA
965
Bristlecone Advisors
Washington
$218K +$206K +1,137 New
DI
966
DFPG Investments
Utah
$218K +$205K +1,136 New
FCP
967
Fidelis Capital Partners
Florida
$217K +$212K +1,172 New
CC
968
Chicago Capital
Illinois
$217K +$205K +1,131 New
MCM
969
Manchester Capital Management
Vermont
$216K +$17.4K +96 +9%
NP
970
NorthRock Partners
Minnesota
$214K +$202K +1,119 New
CFG
971
Citizens Financial Group
Rhode Island
$212K +$201K +1,109 New
LIM
972
Lagoda Investment Management
New York
$211K +$126K +696 +172%
JIC
973
Johnson Investment Counsel
Ohio
$211K +$199K +1,100 New
CAM
974
Close Asset Management
United Kingdom
$208K
NAS
975
Nicolet Advisory Services
Wisconsin
$208K +$193K +1,066 New