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CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
QTM
676
qPULA Trading Management
New York
$530K +$495K +2,910 New
AWM
677
Aevitas Wealth Management
Massachusetts
$523K – – –
PIA
678
Pinion Investment Advisors
Kansas
$522K +$54.8K +322 +13%
HDIM
679
Hanson & Doremus Investment Management
Vermont
$518K -$71.4K -420 -13%
VCM
680
Vivaldi Capital Management
Illinois
$517K -$293K -1,720 -38%
Cetera Investment Advisers
681
Cetera Investment Advisers
Illinois
$514K +$231K +1,361 +93%
PFG
682
PAX Financial Group
Texas
$512K +$49.3K +290 +12%
AFS
683
Aft Forsyth & Sober
Florida
$510K +$476K +2,800 New
GT
684
Greenleaf Trust
Michigan
$508K -$8.84K -52 -2%
SFS
685
Sowell Financial Services
Arkansas
$504K -$6.46K -38 -1%
ECM
686
Exchange Capital Management
Michigan
$501K – – –
HCM
687
Howland Capital Management
Massachusetts
$497K +$464K +2,729 New
MMPW
688
Mitchell McLeod Pugh & Williams
Alabama
$493K – – –
PWP
689
Principle Wealth Partners
Connecticut
$487K – – –
CCP
690
Corient Capital Partners
California
$475K -$131K -769 -23%
CTA
691
Chesley Taft & Associates
Illinois
$470K – – –
MPWT
692
MassMutual Private Wealth & Trust
Connecticut
$465K -$16K -94 -4%
CWP
693
Capital Wealth Planning
Florida
$461K -$241K -1,419 -36%
RHAM
694
Round Hill Asset Management
California
$460K – – –
GFP
695
Gryphon Financial Partners
Ohio
$459K -$3.23K -19 -0.7%
JFL
696
Jarislowsky, Fraser Ltd
Quebec, Canada
$459K +$127K +745 +42%
CT
697
Columbia Trust
Oregon
$458K +$429K +2,523 New
FDCDDQ
698
Federation des caisses Desjardins du Quebec
Quebec, Canada
$452K +$67.2K +395 +19%
WA
699
Wealth Alliance
New York
$448K +$1.02K +6 +0.2%
CWM
700
Calamos Wealth Management
Illinois
$447K – – –