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CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
PA
701
Parallel Advisors
California
$764K +$64.1K +273 +9%
Carson Wealth (CWM LLC)
702
Carson Wealth (CWM LLC)
Nebraska
$762K +$248K +1,055 +49%
BONH
703
Bank of New Hampshire
New Hampshire
$760K
PWP
704
Principle Wealth Partners
Connecticut
$755K
KCIA
705
Kingsbury Capital Investment Advisors
Illinois
$754K +$744K +3,168 New
SXL
706
Summit X LLC
Missouri
$751K -$16.4K -70 -2%
HI
707
Horizon Investments
North Carolina
$751K +$144K +614 +24%
BSW
708
Buckingham Strategic Wealth
Missouri
$747K +$8.46K +36 +1%
FPB
709
First PREMIER Bank
South Dakota
$744K
LFAS
710
Level Four Advisory Services
Texas
$741K +$385K +1,639 +111%
RWM
711
Ritholtz Wealth Management
New York
$740K +$402K +1,712 +122%
MWM
712
Maltin Wealth Management
New Jersey
$740K +$731K +3,112 New
BAM
713
Bosun Asset Management
Illinois
$735K -$1.64K -7 -0.2%
VVP
714
Venture Visionary Partners
Ohio
$734K +$4.46K +19 +0.6%
CA
715
Continuum Advisory
Idaho
$733K +$253K +1,077 +48%
LA
716
Lifeworks Advisors
Michigan
$726K -$205K -873 -22%
FMAEN1
717
Fund Management at Engine No 1
California
$724K +$715K +3,043 New
CTC
718
Central Trust Company
Missouri
$720K -$9.39K -40 -1%
FT
719
Fiduciary Trust
Massachusetts
$719K
CCIA
720
Campbell & Co Investment Adviser
Maryland
$717K +$708K +3,014 New
Kovitz Investment Group Partners
721
Kovitz Investment Group Partners
Illinois
$714K +$705K +3,001 New
FFA
722
First Foundation Advisors
California
$711K +$79.6K +339 +13%
PNAA
723
Pictet North America Advisors
Switzerland
$708K
FHA
724
Flagship Harbor Advisors
Massachusetts
$696K -$12.4K -53 -2%
ABLA
725
Alan B. Lancz & Associates
Ohio
$696K