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CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
HT
651
Headlands Technologies
Illinois
$2.51M -$2.52M -10,210 -52%
MIM
652
Morningstar Investment Management
Illinois
$2.49M +$507K +2,055 +28%
OTL
653
Oak Thistle LLC
New York
$2.48M +$2.31M +9,352 New
SW
654
SVB Wealth
Massachusetts
$2.48M +$1.22M +4,929 +112%
MCP
655
Martin Capital Partners
Oregon
$2.47M -$106K -429 -4%
AW
656
Alaethes Wealth
Nevada
$2.47M +$61.9K +251 +3%
IFWM
657
Institute for Wealth Management
Colorado
$2.46M +$5.43K +22 +0.2%
VAS
658
Vestmark Advisory Solutions
Massachusetts
$2.45M +$1.17M +4,746 +106%
BC
659
Bowman & Company
Wisconsin
$2.45M +$151K +614 +7%
BCM
660
Buckhead Capital Management
Georgia
$2.43M +$41.7K +169 +2%
ITFISA
661
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$2.41M +$2.24M +9,100 New
AWCI
662
Alpine Woods Capital Investors
New York
$2.39M -$41.9K -170 -2%
AS
663
Aware Super
Australia
$2.38M
UF
664
Univest Financial
Pennsylvania
$2.38M -$330K -1,339 -13%
Acadian Asset Management
665
Acadian Asset Management
Massachusetts
$2.36M -$1.53M -6,191 -41%
EWM
666
Empirical Wealth Management
Washington
$2.36M +$368K +1,491 +20%
Jacobs Levy Equity Management
667
Jacobs Levy Equity Management
New Jersey
$2.34M -$7.97M -32,302 -79%
MSAM
668
Moloney Securities Asset Management
Missouri
$2.33M +$2.17M +8,786 New
NW
669
NewEdge Wealth
Pennsylvania
$2.33M -$63.6K -258 -3%
MCM
670
Monimus Capital Management
New Jersey
$2.32M +$2.16M +8,749 New
CW
671
CreativeOne Wealth
Kansas
$2.32M -$410K -1,662 -16%
LA
672
Legacy Advisors
Pennsylvania
$2.3M +$276K +1,117 +15%
WMA
673
West Michigan Advisors
Michigan
$2.3M +$218K +884 +11%
TWM
674
TriaGen Wealth Management
California
$2.29M +$2.13M +8,626 New
YIA
675
YHB Investment Advisors
Connecticut
$2.29M -$149K -606 -7%