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CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
FP
1001
Financial Perspectives
Minnesota
$10.9K – – –
TFA
1002
Toth Financial Advisory
Virginia
$10K +$10.8K +60 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1003
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$9K -$6.5M -36,237 -100%
WT
1004
Washington Trust
Rhode Island
$9K -$99.1K -553 -91%
SSB
1005
Sandy Spring Bank
Maryland
$9K -$5.02K -28 -32%
TCM
1006
Tradewinds Capital Management
Washington
$9K – – –
APC
1007
Aspire Private Capital
North Carolina
$9K +$10.2K +57 +1,900%
NG
1008
NWK Group
California
$9K +$10.2K +57 New
SIM
1009
Sonora Investment Management
Arizona
$8K -$358 -2 -4%
NC
1010
NewSquare Capital
Pennsylvania
$8K – – –
SGAM
1011
Smith Group Asset Management
Texas
$8K – – –
HR
1012
Howe & Rusling
New York
$7K -$4.84K -27 -40%
H
1013
Hexavest
Quebec, Canada
$7K – – –
HWM
1014
HighMark Wealth Management
Minnesota
$7K – – –
CWC
1015
Carolinas Wealth Consulting
North Carolina
$7K +$7.89K +44 New
HWA
1016
Heritage Wealth Advisors
Virginia
$6.83K – – –
EWP
1017
Engrave Wealth Partners
Texas
$6K – – –
FWM
1018
Focused Wealth Management
New York
$6K – – –
SBL
1019
Sargent Bickham Lagudis
Colorado
$6K – – –
MIFH
1020
Migdal Insurance & Financial Holdings
Israel
$5K -$73K -407 -93%
AA
1021
Ancora Advisors
Ohio
$5K – – –
CAL
1022
Capital Analysts LLC
Pennsylvania
$5K – – –
SCA
1023
Stuart Chaussee & Associates
California
$5K – – –
TSW
1024
Thompson Siegel & Walmsley
Virginia
$5K – – –
WB
1025
Webster Bank
Connecticut
$5K – – –