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CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
OWA
726
One Wealth Advisors
California
$158K +$154K +1,081 New
TL
727
TrueWealth LLC
Georgia
$157K +$153K +1,072 New
SWA
728
Sutton Wealth Advisors
Florida
$154K – – –
WPA
729
West Paces Advisors
Georgia
$153K -$3.13K -22 -2%
QCG
730
Quadrant Capital Group
Ohio
$152K +$2.28K +16 +1%
SFSIG
731
San Francisco Sentry Investment Group
California
$150K – – –
AIS
732
AlphaOne Investment Services
Pennsylvania
$146K +$142K +1,000 New
MFW
733
Mosaic Family Wealth
Missouri
$146K +$142K +1,000 New
SQA
734
Simon Quick Advisors
New Jersey
$135K -$60.1K -422 -32%
BWP
735
Baldwin Wealth Partners
Massachusetts
$133K – – –
SFG
736
SevenBridge Financial Group
Pennsylvania
$133K – – –
ACPU
737
Arrowgrass Capital Partners (US)
Delaware
$126K -$278K -1,950 -69%
AIM
738
ARK Investment Management
Florida
$120K +$117K +820 New
GBT
739
Grove Bank & Trust
Florida
$116K -$29.2K -205 -21%
WTC
740
WhitTier Trust Company
Nevada
$114K – – –
BBHC
741
Brown Brothers Harriman & Co
New York
$114K +$82.6K +580 +293%
CPIG
742
Chicago Partners Investment Group
Illinois
$102K – – –
Carson Wealth (CWM LLC)
743
Carson Wealth (CWM LLC)
Nebraska
$101K -$2.28K -16 -2%
HWP
744
Hefty Wealth Partners
Indiana
$97K -$570 -4 -0.6%
FFC
745
First Financial Corp
Indiana
$91K – – –
OC
746
Oakworth Capital
Alabama
$87K – – –
PWM
747
Paulson Wealth Management
Illinois
$84K +$82K +576 New
KJWM
748
Kiley Juergens Wealth Management
Washington
$80K +$78.6K +552 New
PMFA
749
Plante Moran Financial Advisors
Michigan
$79K -$997 -7 -1%
EA
750
Edge Advisors
Georgia
$79K +$70.1K +492 +820%