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CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
BC
751
Bartlett & Co
Ohio
$514K -$1.56K -9 -0.3%
TCM
752
Tributary Capital Management
Nebraska
$513K +$209K +1,200 +65%
KFA
753
Krane Funds Advisors
New York
$511K +$528K +3,037 New
BAM
754
Belpointe Asset Management
Nevada
$508K -$5.04K -29 -1%
AWM
755
Aevitas Wealth Management
Massachusetts
$505K +$22.1K +127 +4%
CWP
756
Cyndeo Wealth Partners
Florida
$504K +$521K +2,998 New
WPW
757
Waldron Private Wealth
Pennsylvania
$504K
EP
758
Elkhorn Partners
Nebraska
$504K +$294K +1,690 +129%
CA
759
Continuum Advisory
Idaho
$502K -$19.5K -112 -4%
PWP
760
Principle Wealth Partners
Connecticut
$500K -$34.8K -200 -6%
ABLA
761
Alan B. Lancz & Associates
Ohio
$496K
VFA
762
Voya Financial Advisors
Connecticut
$494K +$68.1K +392 +15%
VCM
763
Vivaldi Capital Management
Illinois
$490K +$1.74K +10 +0.4%
GAG
764
GM Advisory Group
New York
$488K
RWA
765
Redmont Wealth Advisors
Illinois
$486K
PI
766
Putnam Investments
Massachusetts
$480K +$251K +1,446 +103%
Kovitz Investment Group Partners
767
Kovitz Investment Group Partners
Illinois
$478K +$14.8K +85 +3%
HWM
768
HB Wealth Management
Georgia
$472K +$190K +1,094 +64%
CT
769
Coastline Trust
Rhode Island
$471K
CCM
770
Coldstream Capital Management
Washington
$469K +$484K +2,787 New
SI
771
Stephens Inc
Arkansas
$465K -$107K -618 -18%
FHA
772
Flagship Harbor Advisors
Massachusetts
$464K -$7.82K -45 -2%
SFG
773
SNS Financial Group
Minnesota
$461K -$9.38K -54 -2%
TBA
774
Tower Bridge Advisors
Pennsylvania
$461K
OF
775
Outfitter Financial
Maine
$460K -$12.2K -70 -2%