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CME Group
CME

Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
676
Ropes Wealth Advisors
Massachusetts
$487K -$67K -374 -11%
CW
677
CreativeOne Wealth
Kansas
$486K +$537K +2,994 New
BPC
678
Banque Pictet & Cie
Switzerland
$484K – – –
PNAA
679
Pictet North America Advisors
Switzerland
$484K – – –
GT
680
Greenleaf Trust
Michigan
$483K +$57.5K +321 +12%
HWM
681
Hohimer Wealth Management
Washington
$483K +$93.4K +521 +21%
SFS
682
Sowell Financial Services
Arkansas
$482K -$303K -1,688 -36%
LSPW
683
Lake Street Private Wealth
Illinois
$481K -$181K -1,010 -25%
SXL
684
Summit X LLC
Missouri
$481K +$25.1K +140 +5%
VAS
685
Vestmark Advisory Solutions
Massachusetts
$480K -$28.1K -157 -5%
EWM
686
Evercore Wealth Management
New York
$478K -$24.4K -136 -4%
NFG
687
Next Financial Group
Texas
$477K +$67.8K +378 +15%
AWM
688
Aevitas Wealth Management
Massachusetts
$467K – – –
CAG
689
Csenge Advisory Group
Florida
$462K +$13.8K +77 +3%
PV
690
Private Vista
Illinois
$461K +$11.7K +65 +2%
IF
691
Intrua Financial
Texas
$459K +$485K +2,706 New
AIA
692
Alera Investment Advisors
Illinois
$458K -$16.1K -90 -3%
KWM
693
Keebeck Wealth Management
Illinois
$456K – – –
BS
694
Bessemer Securities
New York
$455K – – –
CT
695
Coastline Trust
Rhode Island
$455K – – –
ER
696
Enlightenment Research
Florida
$455K +$287K +1,600 +133%
ECM
697
Exchange Capital Management
Michigan
$452K -$68.7K -383 -12%
PWP
698
Principle Wealth Partners
Connecticut
$443K – – –
COF
699
Capital One Financial
Virginia
$442K -$39.6K -221 -8%
CTA
700
Chesley Taft & Associates
Illinois
$439K -$17.9K -100 -4%
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