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CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
GI
701
GLOBALT Investments
Georgia
$1.22M +$1.24M +5,804 New
SW
702
SlateStone Wealth
Florida
$1.22M -$10.7K -50 -0.9%
RCWM
703
Royal Capital Wealth Management
Indiana
$1.22M +$6.19K +29 +0.5%
AI
704
AXS Investments
New York
$1.2M -$90.7K -425 -7%
KAS
705
Kestra Advisory Services
Texas
$1.2M -$18.6K -87 -2%
WJWM
706
Williams Jones Wealth Management
New York
$1.19M +$571K +2,675 +89%
SVWAG
707
Sound View Wealth Advisors Group
Georgia
$1.19M -$2.56K -12 -0.2%
SSA
708
Sierra Summit Advisors
Nevada
$1.18M +$1.2M +5,622 New
FHA
709
First Horizon Advisors
Tennessee
$1.18M +$38.8K +182 +3%
WS
710
Wedbush Securities
California
$1.18M +$213K +1,000 +22%
AFS
711
Aft Forsyth & Sober
Florida
$1.17M
FNBT
712
FineMark National Bank & Trust
Florida
$1.16M +$18.1K +85 +2%
GT
713
Greenleaf Trust
Michigan
$1.15M +$62.9K +295 +6%
DC
714
Davenport & Co
Virginia
$1.15M -$9.81K -46 -0.8%
ICM
715
IMS Capital Management
Oregon
$1.15M -$28.8K -135 -2%
BAAM
716
Baker Avenue Asset Management
California
$1.15M +$2.35K +11 +0.2%
CIP
717
Convergence Investment Partners
Florida
$1.14M +$1.16M +5,433 New
SSG
718
Summit Securities Group
New York
$1.14M +$1.15M +5,401 New
S
719
SignatureFD
Georgia
$1.14M +$83.6K +392 +8%
ACL
720
Applied Capital LLC
Florida
$1.13M
FTIS
721
First Trust Investment Solutions
Florida
$1.13M +$1.15M +5,370 New
PI
722
Parkside Investments
Illinois
$1.13M +$1.28K +6 +0.1%
MWM
723
MGB Wealth Management
Texas
$1.12M +$1.13M +5,309 New
GFG
724
Goldstone Financial Group
Illinois
$1.12M +$58.7K +275 +5%
KPWS
725
Kestra Private Wealth Services
Texas
$1.11M +$605K +2,837 +115%