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CME Group
CME

Name Holding Trade Value Shares
Change 		Change in
Stake
HAIM
726
Hunter Associates Investment Management
Pennsylvania
$567K +$30.6K +155 +5%
BONH
727
Bank of New Hampshire
New Hampshire
$566K – – –
SXL
728
Summit X LLC
Missouri
$565K +$14.8K +75 +2%
PWP
729
Principle Wealth Partners
Connecticut
$562K – – –
FDCDDQ
730
Federation des caisses Desjardins du Quebec
Quebec, Canada
$562K -$198 -1 -0%
SFFS
731
Stonehage Fleming Financial Services
Jersey
$553K – – –
QCM
732
Quantinno Capital Management
New York
$551K -$117K -591 -16%
IA
733
IFP Advisors
Florida
$550K +$84.4K +427 +9%
CA
734
Continuum Advisory
Idaho
$548K -$47.8K -242 -7%
PAG
735
Private Advisor Group
New Jersey
$545K -$1.55M -7,820 -72%
DAS
736
Dynamic Advisor Solutions
Arizona
$544K -$1.78K -9 -0.3%
SI
737
Saxon Interests
Texas
$544K +$3.75K +19 +0.6%
GRP
738
Global Retirement Partners
California
$544K +$20.6K +104 +3%
BAM
739
Belpointe Asset Management
Nevada
$540K +$313K +1,584 +108%
BCWM
740
Bartlett & Co Wealth Management
Ohio
$529K -$7.12K -36 -1%
BC
741
Bartlett & Co
Ohio
$529K -$7.12K -36 -1%
FPB
742
First PREMIER Bank
South Dakota
$527K -$30.8K -156 -5%
PNAA
743
Pictet North America Advisors
Switzerland
$527K – – –
LA
744
Lifeworks Advisors
Michigan
$519K -$38.1K -193 -6%
GAAM
745
Guinness Atkinson Asset Management
California
$515K -$2.96K -15 -0.5%
GSC
746
Ground Swell Capital
South Carolina
$515K +$253K +1,278 +78%
GAG
747
GM Advisory Group
New York
$514K +$574K +2,902 New
RWA
748
Redmont Wealth Advisors
Illinois
$512K – – –
AWM
749
Aevitas Wealth Management
Massachusetts
$510K – – –
5L
750
55I LLC
Massachusetts
$507K +$229K +1,159 +68%
28 29
30
31 32