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CME Group
CME

Name Holding Trade Value Shares
Change 		Change in
Stake
ICM
601
IMS Capital Management
Oregon
$1.09M – – –
BL
602
Balentine LLC
Georgia
$1.08M +$706K +3,571 +140%
PFM
603
Patton Fund Management
Texas
$1.08M -$119K -602 -9%
CWS
604
Confluence Wealth Services
Pennsylvania
$1.07M -$15.4K -78 -1%
CAMG
605
CWA Asset Management Group
Florida
$1.07M -$42.1K -213 -3%
EWA
606
Exencial Wealth Advisors
Oklahoma
$1.07M -$15.8K -80 -1%
ESBC
607
E.S. Barr & Co
Kentucky
$1.06M – – –
AA
608
Advisory Alpha
Michigan
$1.06M – – –
AWS
609
Atria Wealth Solutions
New York
$1.06M +$3.75K +19 +0.3%
FIM
610
Freedom Investment Management
Connecticut
$1.05M +$15K +76 +1%
XT
611
XTX Topco
Cayman Islands
$1.05M +$892K +4,514 +314%
FTDI
612
First Trust Direct Indexing
Massachusetts
$1.05M -$47.4K -240 -4%
AWP
613
Accretive Wealth Partners
New Jersey
$1.05M +$3.16K +16 +0.3%
TC
614
Toews Corporation
New Jersey
$1.04M +$98.8K +500 +9%
FC
615
FORA Capital
Florida
$1.03M +$1.15M +5,835 New
CFGS
616
Concourse Financial Group Securities
Alabama
$1.03M +$9.29K +47 +0.8%
MCM
617
Mill Capital Management
North Carolina
$1.03M -$49.4K -250 -4%
AIA
618
Alera Investment Advisors
Illinois
$1.02M +$18.6K +94 +2%
FCI
619
Financial Counselors Inc
Kansas
$1.02M -$9.88K -50 -0.9%
SS
620
Simplicity Solutions
Minnesota
$1.02M +$92.7K +469 +9%
WP
621
WealthShield Partners
North Carolina
$1.01M +$68.2K +345 +6%
CG
622
Caprock Group
Idaho
$996K +$20.4K +103 +2%
RCWM
623
Royal Capital Wealth Management
Indiana
$995K +$5.93K +30 +0.5%
LT
624
Lindsell Train
United Kingdom
$992K – – –
AFS
625
Aft Forsyth & Sober
Florida
$983K – – –
23 24
25
26 27