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CME Group
CME

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
726
Sentry Investment Management
Wisconsin
$692K -$80.6K -343 -11%
RWA
727
Redmont Wealth Advisors
Illinois
$687K – – –
MCWA
728
Meadow Creek Wealth Advisors
Georgia
$687K +$13.6K +58 +2%
BCWM
729
Bartlett & Co Wealth Management
Ohio
$685K – – –
BC
730
Bartlett & Co
Ohio
$685K – – –
AWM
731
Aevitas Wealth Management
Massachusetts
$684K – – –
PWA
732
Phoenix Wealth Advisors
North Carolina
$682K +$146K +623 +29%
SI
733
Saxon Interests
Texas
$679K +$3.99K +17 +0.6%
MME
734
Meag Munich Ergo
Germany
$673K +$326K +1,386 +98%
DAS
735
Dynamic Advisor Solutions
Arizona
$668K +$164K +698 +33%
CT
736
Coastline Trust
Rhode Island
$666K – – –
S
737
SignatureFD
Georgia
$663K +$98.4K +419 +18%
SFG
738
SNS Financial Group
Minnesota
$661K -$255K -1,086 -28%
NIMI
739
Natixis Investment Managers International
France
$644K +$636K +2,709 New
ECM
740
ExodusPoint Capital Management
New York
$628K +$620K +2,639 New
IF
741
Intrua Financial
Texas
$622K -$258K -1,098 -30%
DCM
742
Dupont Capital Management
Delaware
$622K +$208K +884 +51%
AF
743
Allworth Financial
California
$614K +$58.5K +249 +11%
SIA
744
SkyView Investment Advisors
New Jersey
$609K +$180K +766 +36%
GCP
745
GSA Capital Partners
United Kingdom
$604K +$335K +1,425 +128%
LB
746
Legacy Bridge
Iowa
$599K -$23.5K -100 -4%
AC
747
ASB Consultores
Florida
$592K -$49.3K -210 -8%
VAS
748
Vestmark Advisory Solutions
Massachusetts
$588K +$27.9K +119 +5%
SW
749
SlateStone Wealth
Florida
$586K +$179K +762 +45%
QCG
750
Quadrant Capital Group
Ohio
$583K +$27.7K +118 +5%
28 29
30
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