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CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
NW
751
NewEdge Wealth
Pennsylvania
$513K +$95.1K +432 +24%
FDCDDQ
752
Federation des caisses Desjardins du Quebec
Quebec, Canada
$503K +$220 +1 +0%
IF
753
Insight Folios
North Carolina
$501K +$31K +141 +7%
CNC
754
Canandaigua National Corp
New York
$500K +$9.68K +44 +2%
CFO
755
Collective Family Office
Pennsylvania
$499K -$5.06K -23 -1%
CGL
756
Clarius Group LLC
Washington
$498K +$34.3K +156 +8%
PWA
757
Phoenix Wealth Advisors
North Carolina
$498K +$314K +1,425 +189%
CTA
758
Chesley Taft & Associates
Illinois
$491K -$20.9K -95 -4%
Carson Wealth (CWM LLC)
759
Carson Wealth (CWM LLC)
Nebraska
$491K +$473K +2,149 New
IWA
760
Inspirion Wealth Advisors
Illinois
$488K – – –
SSG
761
Summit Securities Group
New York
$488K +$113K +513 +32%
SIA
762
SkyView Investment Advisors
New Jersey
$487K +$18.9K +86 +4%
DAS
763
Dynamic Advisor Solutions
Arizona
$482K +$42.7K +194 +10%
TBA
764
Tower Bridge Advisors
Pennsylvania
$479K +$2.2K +10 +0.5%
DA
765
Doliver Advisors
Texas
$476K -$32.3K -147 -7%
FMLI
766
Fukoku Mutual Life Insurance
Japan
$471K +$15.4K +70 +4%
HT
767
HighTower Trust
Texas
$471K +$454K +2,062 New
CWM
768
Chicago Wealth Management
Illinois
$470K +$1.76K +8 +0.4%
LJAC
769
L.J. Altfest & Co
New York
$469K -$1.76K -8 -0.4%
IC
770
Inscription Capital
Texas
$468K +$3.3K +15 +0.7%
IA
771
IFP Advisors
Florida
$466K -$37.8K -172 -8%
CSIC
772
Clifford Swan Investment Counsel
California
$460K -$11.2K -51 -2%
IWN
773
Independent Wealth Network
Iowa
$459K +$1.32K +6 +0.3%
TCM
774
Tributary Capital Management
Nebraska
$458K -$11K -50 -2%
SACTSONJ
775
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$457K – – –