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CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
AFS
726
Aft Forsyth & Sober
Florida
$1.19M
ACL
727
Applied Capital LLC
Florida
$1.19M +$5.88K +28 +0.5%
EH
728
Equitable Holdings
New York
$1.19M -$212K -1,011 -15%
FHA
729
First Horizon Advisors
Tennessee
$1.19M -$19.3K -92 -2%
IWA
730
Icon Wealth Advisors
Texas
$1.18M +$472K +2,249 +69%
PA
731
Profund Advisors
Maryland
$1.18M +$112K +532 +11%
BAAM
732
Baker Avenue Asset Management
California
$1.18M +$3.99K +19 +0.3%
MWM
733
MGB Wealth Management
Texas
$1.17M +$30.7K +146 +3%
AWS
734
Atria Wealth Solutions
New York
$1.17M +$52.7K +251 +5%
CCA
735
Checchi Capital Advisers
California
$1.17M +$48.5K +231 +4%
FIM
736
Freedom Investment Management
Connecticut
$1.17M -$280K -1,332 -20%
PI
737
Parkside Investments
Illinois
$1.16M +$7.35K +35 +0.7%
HWM
738
HB Wealth Management
Georgia
$1.16M +$92.6K +441 +9%
GFG
739
Goldstone Financial Group
Illinois
$1.14M
DC
740
Davenport & Co
Virginia
$1.14M -$35.7K -170 -3%
CIP
741
Convergence Investment Partners
Florida
$1.14M -$30K -143 -3%
GT
742
Greenleaf Trust
Michigan
$1.14M -$41K -195 -4%
KAS
743
Kestra Advisory Services
Texas
$1.13M -$87.4K -416 -7%
BP
744
Ballentine Partners
Massachusetts
$1.13M +$12.6K +60 +1%
FNBT
745
FineMark National Bank & Trust
Florida
$1.12M -$59.9K -285 -5%
CK
746
Cohen Klingenstein
New York
$1.12M
MRI
747
Mad River Investors
Massachusetts
$1.12M -$10.5K -50 -1%
S
748
SignatureFD
Georgia
$1.11M -$54.2K -258 -5%
ICM
749
IMS Capital Management
Oregon
$1.1M -$69.7K -332 -6%
Lido Advisors
750
Lido Advisors
California
$1.09M +$55.2K +263 +5%