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CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
CT
701
Columbia Trust
Oregon
$437K +$27.2K +152 +6%
WAM
702
Wealthspire Advisors (Maryland)
Maryland
$436K -$52.3K -292 -10%
APG
703
Abacus Planning Group
South Carolina
$434K -$1.43K -8 -0.3%
LWCFA
704
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$431K +$5.38K +30 +1%
ABC
705
Associated Banc-Corp
Wisconsin
$423K
EH
706
Employers Holdings
Nevada
$423K +$98.6K +550 +27%
CGL
707
Clarius Group LLC
Washington
$415K -$15.6K -87 -3%
MMPW
708
Mitchell McLeod Pugh & Williams
Alabama
$415K
PIA
709
Pinion Investment Advisors
Kansas
$414K -$18.3K -102 -4%
RHAM
710
Round Hill Asset Management
California
$411K -$22.4K -125 -5%
SB
711
Simmons Bank
Arkansas
$409K -$896 -5 -0.2%
CWM
712
Calamos Wealth Management
Illinois
$406K
IBOK
713
Independence Bank of Kentucky
Kentucky
$405K +$425K +2,370 +1,975%
BG
714
Bahl & Gaynor
Ohio
$403K -$689K -3,845 -61%
SCM
715
Shelton Capital Management
Colorado
$401K -$11.5K -64 -3%
MIM
716
Moseley Investment Management
Florida
$399K +$896 +5 +0.2%
ASN
717
Advisory Services Network
Georgia
$399K +$274K +1,530 +165%
IWP
718
Icon Wealth Partners
Texas
$399K +$440K +2,453 New
MWP
719
Moller Wealth Partners
$398K -$33.2K -185 -7%
GCAC
720
Guardian Capital Advisors (Canada)
Ontario, Canada
$397K +$131K +730 +29%
TF
721
Trek Financial
Arizona
$394K +$435K +2,426 New
FA
722
FDx Advisors
Illinois
$394K +$435K +2,427 New
AGM
723
Alpine Global Management
New York
$393K +$433K +2,416 New
AWM
724
Atticus Wealth Management
Florida
$392K +$71.3K +398 +20%
FC
725
FORA Capital
Florida
$392K +$432K +2,410 New