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CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
676
Aevitas Wealth Management
Massachusetts
$523K
PIA
677
Pinion Investment Advisors
Kansas
$522K +$54.8K +322 +13%
HDIM
678
Hanson & Doremus Investment Management
Vermont
$518K -$71.4K -420 -13%
VCM
679
Vivaldi Capital Management
Illinois
$517K -$293K -1,720 -38%
Cetera Investment Advisers
680
Cetera Investment Advisers
Illinois
$514K +$231K +1,361 +93%
PFG
681
PAX Financial Group
Texas
$512K +$49.3K +290 +12%
AFS
682
Aft Forsyth & Sober
Florida
$510K +$476K +2,800 New
GT
683
Greenleaf Trust
Michigan
$508K -$8.84K -52 -2%
SFS
684
Sowell Financial Services
Arkansas
$504K -$6.46K -38 -1%
ECM
685
Exchange Capital Management
Michigan
$501K
HCM
686
Howland Capital Management
Massachusetts
$497K +$464K +2,729 New
MMPW
687
Mitchell McLeod Pugh & Williams
Alabama
$493K
PWP
688
Principle Wealth Partners
Connecticut
$487K
CCP
689
Corient Capital Partners
California
$475K -$131K -769 -23%
CTA
690
Chesley Taft & Associates
Illinois
$470K
MPWT
691
MassMutual Private Wealth & Trust
Connecticut
$465K -$16K -94 -4%
CWP
692
Capital Wealth Planning
Florida
$461K -$241K -1,419 -36%
RHAM
693
Round Hill Asset Management
California
$460K
GFP
694
Gryphon Financial Partners
Ohio
$459K -$3.23K -19 -0.7%
JFL
695
Jarislowsky, Fraser Ltd
Quebec, Canada
$459K +$127K +745 +42%
CT
696
Columbia Trust
Oregon
$458K +$429K +2,523 New
FDCDDQ
697
Federation des caisses Desjardins du Quebec
Quebec, Canada
$452K +$67.2K +395 +19%
WA
698
Wealth Alliance
New York
$448K +$1.02K +6 +0.2%
CWM
699
Calamos Wealth Management
Illinois
$447K
ETC
700
Exchange Traded Concepts
Oklahoma
$444K +$369K +2,169 +797%