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CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
UFF
1701
USA Financial Formulas
Michigan
$13K -$219K -736 -94%
GSWM
1702
Golden State Wealth Management
California
$13K – – –
RTL
1703
Red Tortoise LLC
Georgia
$13K – – –
CFD
1704
Creative Financial Designs
Indiana
$12.3K -$6.83K -23 -36%
CFM
1705
Cornerstone Financial Management
Massachusetts
$12.1K +$1.78K +6 +17%
CI
1706
Clal Insurance
Israel
$12K -$3.27K -11 -22%
HWA
1707
HHM Wealth Advisors
Tennessee
$11.8K +$11.9K +40 New
TIAA Trust, National Association
1708
TIAA Trust, National Association
North Carolina
$11.5K -$19.6M -65,918 -100%
LC
1709
Lavaca Capital
Texas
$11.5K – – –
VWA
1710
Valued Wealth Advisors
Utah
$11.5K +$891 +3 +8%
ACM
1711
Anfield Capital Management
California
$11.2K -$22.3K -75 -66%
STB
1712
S&T Bank
Pennsylvania
$11.2K +$9.21K +31 +443%
SA
1713
Strategic Advocates
Utah
$10.9K -$517K -1,739 -98%
IAS
1714
IMA Advisory Services
Colorado
$10.9K +$297 +1 +3%
HFS
1715
Hughes Financial Services
Virginia
$10.6K +$297 +1 +3%
AP
1716
Atwood & Palmer
Missouri
$10.3K – – –
TCM
1717
Triumph Capital Management
Colorado
$10.3K +$1.49K +5 +17%
BHWM
1718
Bay Harbor Wealth Management
Maryland
$10K +$3.86K +13 +62%
BH
1719
Burk Holdings
Oklahoma
$9.75K +$9.8K +33 New
SMBT
1720
Southern Michigan Bank & Trust
Michigan
$9.75K +$9.8K +33 New
PRAG
1721
Portfolio Resources Advisor Group
Florida
$9.45K -$5.35K -18 -36%
TLFA
1722
True Link Financial Advisors
California
$9.45K +$9.51K +32 New
SC
1723
SouthState Corp
Florida
$9.16K -$1.19K -4 -11%
MNA
1724
Manning & Napier Advisors
New York
$8.63K +$8.61K +29 New
CSC
1725
Caldwell Sutter Capital
California
$8.56K – – –