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CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
676
Koa Wealth Management
California
$2.54M +$547K +1,976 +21%
JWBC
677
J.W. Burns & Co
New York
$2.53M -$71.9K -260 -2%
MIM
678
Morningstar Investment Management
Illinois
$2.52M
MYIA
679
Mount Yale Investment Advisors
Colorado
$2.51M -$244K -883 -7%
LFM
680
LGT Fund Management
Liechtenstein
$2.51M +$436K +1,575 +16%
TYCC
681
Texas Yale Capital Corp
Florida
$2.5M +$1.43M +5,180 +84%
HWA
682
HCR Wealth Advisors
California
$2.47M -$55.6K -201 -2%
BBHC
683
Brown Brothers Harriman & Co
New York
$2.46M -$517K -1,868 -14%
CT
684
Colonial Trust
South Carolina
$2.46M -$95.7K -346 -3%
KWM
685
Kingsview Wealth Management
Oregon
$2.45M -$249K -899 -7%
PMWMG
686
Parr McKnight Wealth Management Group
Minnesota
$2.44M -$95.2K -344 -3%
QPWM
687
Quadrant Private Wealth Management
Pennsylvania
$2.43M -$63.9K -231 -2%
CL
688
Choreo LLC
Illinois
$2.43M -$848K -3,064 -22%
SW
689
SVB Wealth
Massachusetts
$2.41M +$156K +565 +5%
WI
690
Wealth Intelligence
Georgia
$2.41M +$46.2K +167 +2%
MSA
691
MUFG Securities Americas
New York
$2.41M +$259K +936 +9%
JAG
692
Journey Advisory Group
Kentucky
$2.41M -$17.2K -62 -0.6%
MCA
693
MSH Capital Advisors
Arizona
$2.4M +$28.8K +104 +1%
AIA
694
AssuredPartners Investment Advisors
Florida
$2.39M +$78K +282 +3%
KWA
695
Kingswood Wealth Advisors
California
$2.37M -$58.1K -210 -2%
BFM
696
Boothbay Fund Management
New York
$2.37M +$1.4M +5,058 +89%
NDSIB
697
North Dakota State Investment Board
North Dakota
$2.36M +$76.1K +275 +3%
GP
698
Guardian Partners
Canada
$2.36M -$2.55M -9,236 -46%
SAM
699
Securian Asset Management
Minnesota
$2.35M -$54.8K -198 -2%
1C
700
111 Capital
France
$2.33M +$2.92M +10,559 New