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CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
701
Moran Wealth Management
Florida
$825K +$132K +731 +20%
CT
702
Colonial Trust
South Carolina
$823K -$43.9K -243 -5%
PA
703
Profund Advisors
Maryland
$818K -$26.4K -146 -3%
BIAS
704
Beacon Investment Advisory Services
New Jersey
$805K -$3.25K -18 -0.4%
TPCW
705
TD Private Client Wealth
New York
$804K +$32.4K +179 +4%
DT
706
Diversified Trust
Tennessee
$800K -$428K -2,365 -36%
PA
707
Parallel Advisors
California
$793K +$282K +1,559 +60%
TAM
708
Trust Asset Management
Texas
$789K +$11.9K +66 +2%
BAM
709
Baldrige Asset Management
Pennsylvania
$787K -$37.1K -205 -5%
FHB
710
First Hawaiian Bank
Hawaii
$786K +$33.6K +186 +5%
GFG
711
Greystone Financial Group
Michigan
$785K +$741K +4,097 New
TF
712
TIAA FSB
Florida
$783K -$28.9K -160 -4%
ACM
713
Allred Capital Management
Texas
$780K -$14.1K -78 -2%
DEA
714
DoubleLine ETF Adviser
Florida
$780K -$182K -1,005 -20%
MAS
715
Meeder Advisory Services
Ohio
$774K +$123K +680 +20%
WAS
716
Wesleyan Assurance Society
United Kingdom
$768K
CAM
717
Cresset Asset Management
Illinois
$767K +$28.9K +160 +4%
LFM
718
LGT Fund Management
Liechtenstein
$766K -$1.81M -10,000 -71%
WMA
719
West Michigan Advisors
Michigan
$762K +$14.1K +78 +2%
MIM
720
Morningstar Investment Management
Illinois
$741K
CW
721
Connectus Wealth
Ohio
$738K
Luther King Capital Management (LKCM)
722
Luther King Capital Management (LKCM)
Texas
$737K
EFS
723
Essex Financial Services
Connecticut
$735K +$68.2K +377 +11%
CCA
724
Checchi Capital Advisers
California
$732K +$20.8K +115 +3%
PAM
725
Paradigm Asset Management
New York
$728K