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CME Group
CME

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
651
Kingsview Wealth Management
Oregon
$872K -$711K -4,090 -44%
DEA
652
DoubleLine ETF Adviser
Florida
$854K +$882K +5,077 New
OHWP
653
Oak Harbor Wealth Partners
North Carolina
$849K -$242K -1,394 -22%
QCM
654
Quantinno Capital Management
New York
$846K +$333K +1,919 +62%
KS
655
Karpas Strategies
Connecticut
$841K – – –
BC
656
Bowman & Company
Wisconsin
$826K -$10.3K -59 -1%
LSA
657
Leonteq Securities AG
Switzerland
$815K +$615K +3,539 +270%
LF
658
Lantz Financial
Illinois
$815K – – –
DWT
659
Dorsey & Whitney Trust
South Dakota
$806K -$84.5K -486 -9%
SFI
660
Siemens Fonds Invest
Germany
$804K +$37.9K +218 +5%
IC
661
IEQ Capital
California
$800K -$345K -1,986 -29%
SI
662
Sprott Inc
Ontario, Canada
$794K -$1.56K -9 -0.2%
EA
663
Eudaimonia Advisors
Tennessee
$792K – – –
IWM
664
IHT Wealth Management
Illinois
$790K -$77.2K -444 -9%
MSCM
665
McElhenny Sheffield Capital Management
Texas
$788K +$814K +4,685 New
MCM
666
MAI Capital Management
Ohio
$781K +$89.3K +514 +12%
BOPW
667
Brandywine Oak Private Wealth
Pennsylvania
$777K -$56.7K -326 -7%
ACL
668
Applied Capital LLC
Florida
$772K +$797K +4,588 New
DJSG
669
D.J. St. Germain
Massachusetts
$767K +$1.58M +9,069 +419%
PWA
670
Phoenix Wealth Advisors
North Carolina
$765K +$97.3K +560 +14%
CT
671
Colonial Trust
South Carolina
$764K +$33.5K +193 +4%
VF
672
Virtu Financial
New York
$763K +$789K +4,539 New
AIP
673
Ameritas Investment Partners
Nebraska
$757K -$27.1K -156 -3%
TC
674
Toews Corporation
New Jersey
$757K -$243K -1,400 -24%
BCM
675
Boltwood Capital Management
California
$757K – – –
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