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CME Group
CME

Name Holding Trade Value Shares
Change 		Change in
Stake
SP
1151
SmartHarvest Portfolios
Washington
$455K +$453K +1,667 New
NDBT
1152
North Dallas Bank & Trust
Texas
$455K +$453K +1,667 New
MW
1153
Marble Wealth
Alabama
$452K +$450K +1,656 New
PTC
1154
Philadelphia Trust Company
Pennsylvania
$452K – – –
WAM
1155
Wakefield Asset Management
Colorado
$452K +$20.7K +76 +5%
WF
1156
WoodTrust Financial
Wisconsin
$451K – – –
CTA
1157
Chesley Taft & Associates
Illinois
$449K -$11.7K -43 -3%
NP
1158
NorthRock Partners
Minnesota
$449K -$417K -1,534 -48%
SWRP
1159
Summit Wealth & Retirement Planning
California
$447K – – –
MA
1160
MONECO Advisors
Connecticut
$446K +$27.7K +102 +7%
NB
1161
NBT Bank
New York
$445K -$4.62K -17 -1%
TP
1162
TritonPoint Partners
Maryland
$445K +$442K +1,628 New
1SB
1163
1ST Source Bank
Indiana
$444K -$3.53K -13 -0.8%
FMP
1164
Financial Management Professionals
Texas
$443K +$127K +467 +40%
CSIC
1165
Clifford Swan Investment Counsel
California
$442K – – –
MA
1166
MKT Advisors
California
$442K – – –
WAP
1167
Wealthcare Advisory Partners
Pennsylvania
$441K +$46.2K +170 +12%
KAM
1168
Knightsbridge Asset Management
California
$440K +$29.3K +108 +7%
LA
1169
Lifeworks Advisors
Michigan
$439K +$13.6K +50 +3%
IIA
1170
ICW Investment Advisors
Arizona
$439K +$15.8K +58 +4%
KNW
1171
Kesler Norman & Wride
Utah
$437K -$167K -616 -28%
FCP
1172
Fidelis Capital Partners
Florida
$435K +$60.9K +224 +16%
IP
1173
Intellectus Partners
California
$432K -$51.4K -189 -11%
MWC
1174
MBM Wealth Consultants
Missouri
$431K +$36.4K +134 +9%
GWM
1175
Gibbs Wealth Management
Georgia
$431K +$57.9K +213 +15%
45 46
47
48 49