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CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
JWM
1026
Janiczek Wealth Management
Colorado
$5K +$5.56K +31 New
WB
1027
West Bancorporation
Iowa
$5K +$5.92K +33 New
RWM
1028
Raffa Wealth Management
District of Columbia
$4.88K – – –
ATC
1029
Adirondack Trust Company
New York
$4K – – –
HIA
1030
Harbor Investment Advisory
Maryland
$4K – – –
THWM
1031
Taylor Hoffman Wealth Management
Virginia
$4K +$4.3K +24 New
HWA
1032
HHM Wealth Advisors
Tennessee
$4K +$4.48K +25 New
FCA
1033
FinTrust Capital Advisors
South Carolina
$3K – – –
TIM
1034
Tortoise Investment Management
New York
$2K -$5.2K -29 -69%
AP
1035
Arlington Partners
Alabama
$2K – – –
BFC
1036
Bedel Financial Consulting
Indiana
$2K – – –
LWA
1037
Lowe Wealth Advisors
Maryland
$2K – – –
RIM
1038
Rockbridge Investment Management
New York
$2K +$1.97K +11 New
WAMC
1039
Western Asset Management Company
California
$2K +$2.15K +12 New
CFD
1040
Creative Financial Designs
Indiana
$2K +$2.69K +15 New
HF
1041
Halpern Financial
Virginia
$1.46K +$1.61K +9 New
AWM
1042
Avior Wealth Management
Nebraska
$1K – – –
FBT
1043
First Bank & Trust
South Dakota
$1K – – –
NSB
1044
Norway Savings Bank
Maine
$1K – – –
RFA
1045
Reilly Financial Advisors
California
$1K – – –
TFA
1046
Transamerica Financial Advisors
Florida
$1K +$179 +1 New
WIM
1047
Westside Investment Management
California
$31 – – –
Massachusetts Financial Services
1048
Massachusetts Financial Services
Massachusetts
– -$25M -144,645 Closed
HCM
1049
Hilton Capital Management
New York
– -$19.3M -111,624 Closed
Holocene Advisors
1050
Holocene Advisors
New York
– -$19.2M -111,098 Closed