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CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
PGAM
1001
Princeton Global Asset Management
New Jersey
$7K – – –
SBL
1002
Sargent Bickham Lagudis
Colorado
$7K – – –
CAL
1003
Capital Analysts LLC
Pennsylvania
$7K +$1.19K +7 +21%
CCMW
1004
Cypress Capital Management (Wyoming)
Wyoming
$6K -$1.47M -8,662 -100%
NIM
1005
NuWave Investment Management
New Jersey
$6K -$548K -3,222 -99%
FWM
1006
Focused Wealth Management
New York
$6K – – –
OC
1007
Oakworth Capital
Alabama
$6K – – –
CFO
1008
CVA Family Office
Colorado
$5K -$34K -200 -89%
AA
1009
Ancora Advisors
Ohio
$5K -$1.02K -6 -19%
SCA
1010
Stuart Chaussee & Associates
California
$5K – – –
TSW
1011
Thompson Siegel & Walmsley
Virginia
$5K – – –
WB
1012
Webster Bank
Connecticut
$5K – – –
ATC
1013
Adirondack Trust Company
New York
$4K – – –
HR
1014
Howe & Rusling
New York
$4K – – –
FCH
1015
Freestone Capital Holdings
Washington
$3.1K -$12.8K -75 -82%
LWM
1016
Liberty Wealth Management
California
$3K -$14.1K -83 -83%
FCA
1017
FinTrust Capital Advisors
South Carolina
$3K – – –
AWM
1018
Avior Wealth Management
Nebraska
$2K – – –
BFC
1019
Bedel Financial Consulting
Indiana
$2K – – –
LWA
1020
Lowe Wealth Advisors
Maryland
$2K – – –
NSB
1021
Norway Savings Bank
Maine
$2K – – –
TFM
1022
TFC Financial Management
Massachusetts
$2K – – –
TIM
1023
Tortoise Investment Management
New York
$2K – – –
TCWA
1024
Ten Capital Wealth Advisors
Washington
$2K +$1.7K +10 New
FF
1025
FourThought Financial
Florida
$2K +$1.87K +11 New