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CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
BCM
626
Bayesian Capital Management
New York
$978K +$1.09M +5,520 New
PA
627
Procyon Advisors
Connecticut
$974K +$176K +889 +19%
FWP
628
FAS Wealth Partners
Kansas
$966K +$240K +1,212 +29%
AI
629
AXS Investments
New York
$956K +$81.2K +411 +8%
WJWM
630
Williams Jones Wealth Management
New York
$949K -$11.7K -59 -1%
TCM
631
Teza Capital Management
Illinois
$945K -$128K -646 -11%
SVWAG
632
Sound View Wealth Advisors Group
Georgia
$940K -$4.94K -25 -0.5%
TMAM
633
Tokio Marine Asset Management
Japan
$939K +$127K +645 +14%
RWB
634
RMR Wealth Builders
New Jersey
$938K
PI
635
Parkside Investments
Illinois
$937K +$1.19K +6 +0.1%
DWT
636
Dorsey & Whitney Trust
South Dakota
$935K +$71.9K +364 +7%
CK
637
Cohen Klingenstein
New York
$921K
CCP
638
Corient Capital Partners
California
$918K
IWM
639
IHT Wealth Management
Illinois
$910K +$294K +1,487 +41%
HI
640
Horizon Investments
North Carolina
$897K +$428K +2,168 +75%
RC
641
RegentAtlantic Capital
New Jersey
$892K -$92.9K -470 -9%
Lido Advisors
642
Lido Advisors
California
$892K -$3.16K -16 -0.3%
GP
643
Greenline Partners
New York
$889K -$21.3K -108 -2%
EDRH
644
Edmond de Rothschild Holding
Switzerland
$888K +$93.3K +472 +10%
KS
645
Karpas Strategies
Connecticut
$886K
MLA
646
My Legacy Advisors
Oregon
$882K +$31.4K +159 +3%
BC
647
Bowman & Company
Wisconsin
$881K +$42.7K +216 +5%
BOPW
648
Brandywine Oak Private Wealth
Pennsylvania
$876K -$119K -602 -11%
CAM
649
Cresset Asset Management
Illinois
$872K +$279K +1,411 +40%
LF
650
Lantz Financial
Illinois
$859K -$25.1K -127 -3%