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CME Group
CME

Name Holding Trade Value Shares
Change 		Change in
Stake
FCA
976
FinTrust Capital Advisors
South Carolina
$4K – – –
FPFS
977
First Personal Financial Services
North Carolina
$4K – – –
LWANC
978
Laurel Wealth Advisors (North Carolina)
North Carolina
$4K – – –
LWA
979
Lowe Wealth Advisors
Maryland
$4K – – –
WAP
980
Wealthcare Advisory Partners
Pennsylvania
$4K +$4.18K +20 +2,000%
APC
981
Aspire Private Capital
North Carolina
$3K – – –
BFC
982
Bedel Financial Consulting
Indiana
$3K – – –
FGAM
983
Financial Gravity Asset Management
Texas
$3K – – –
GWMIA
984
Global Wealth Management Investment Advisory
Florida
$3K – – –
WWM
985
Willingdon Wealth Management
North Carolina
$3K +$2.72K +13 New
PWP
986
Personal Wealth Partners
Minnesota
$3K +$3.34K +16 New
AWM
987
Avior Wealth Management
Nebraska
$2K – – –
FBT
988
First Bank & Trust
South Dakota
$2K – – –
NSB
989
Norway Savings Bank
Maine
$2K – – –
RA
990
Rational Advisors
New York
$1K -$441K -2,113 -100%
LWM
991
Liberty Wealth Management
California
$1K -$209 -1 -25%
SWP
992
Strategic Wealth Partners
Ohio
$2 +$2.92K +14 New
MG
993
Markel Group
Virginia
– -$26.2M -135,000 Closed
PGF
994
Pelham Global Financials
United Kingdom
– -$14.8M -76,400 Closed
SIRP
995
Shelter Insurance Retirement Plan
Missouri
– -$6.97M -35,900 Closed
QIM
996
Quantitative Investment Management
Virginia
– -$6.35M -32,710 Closed
CBOA
997
Commonwealth Bank of Australia
Australia
– -$5.91M -30,476 Closed
NLGIA
998
Nippon Life Global Investors Americas
New York
– -$4.54M -23,410 Closed
BAM
999
Bruderman Asset Management
New York
– -$3.89M -20,049 Closed
DA
1000
Duality Advisers
Florida
– -$3.45M -17,760 Closed
38 39
40
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