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CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
MIM
601
Manitou Investment Management
Ontario, Canada
$732K +$737K +4,377 New
FPS
602
Fieldpoint Private Securities
Connecticut
$731K +$41.8K +248 +6%
EWA
603
Exencial Wealth Advisors
Oklahoma
$723K – – –
PRWA
604
Platte River Wealth Advisors
Colorado
$722K -$49.4K -293 -6%
CG
605
Caprock Group
Idaho
$712K +$123K +732 +21%
SCA
606
Snowden Capital Advisors
New York
$706K +$12.6K +75 +2%
AFP
607
Ausdal Financial Partners
Iowa
$704K +$434K +2,575 +158%
CFGS
608
Concourse Financial Group Securities
Alabama
$701K +$8.93K +53 +1%
IWM
609
IHT Wealth Management
Illinois
$699K +$53.7K +319 +8%
WS
610
Wedbush Securities
California
$693K -$272K -1,612 -28%
FHA
611
Flagship Harbor Advisors
Massachusetts
$682K -$133K -791 -16%
CCA
612
Checchi Capital Advisers
California
$676K -$48.3K -287 -7%
RPC
613
Rossmore Private Capital
Connecticut
$674K -$40.4K -240 -6%
VFM
614
Viking Fund Management
North Dakota
$669K – – –
Federated Hermes
615
Federated Hermes
Pennsylvania
$667K -$198K -1,177 -23%
KWM
616
Keebeck Wealth Management
Illinois
$667K +$200K +1,186 +42%
SI
617
Stephens Inc
Arkansas
$666K -$22.4K -133 -3%
CWP
618
Capital Wealth Planning
Florida
$656K -$122K -726 -16%
AAS
619
Avantax Advisory Services
Texas
$643K +$352K +2,089 +120%
HWM
620
Hohimer Wealth Management
Washington
$635K +$154K +915 +31%
TCA
621
Transcend Capital Advisors
New Jersey
$626K +$630K +3,739 New
WAS
622
Wesleyan Assurance Society
United Kingdom
$624K -$421K -2,500 -36%
FMBTD
623
First Midwest Bank Trust Division
Illinois
$621K +$5.05K +30 +0.8%
BSW
624
Buckingham Strategic Wealth
Missouri
$617K +$47K +279 +8%
BP
625
Ballentine Partners
Massachusetts
$612K -$527K -3,127 -46%