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CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
HWM
751
HB Wealth Management
Georgia
$634K +$91K +503 +18%
EAM
752
Erste Asset Management
Austria
$630K
MLA
753
My Legacy Advisors
Oregon
$626K -$332K -1,834 -36%
LFG
754
Lazard Frères Gestion
France
$622K +$47K +260 +9%
BIA
755
Bigelow Investment Advisors
Maine
$616K
SI
756
Saxon Interests
Texas
$614K +$13.4K +74 +2%
BONH
757
Bank of New Hampshire
New Hampshire
$612K
CCM
758
Coldstream Capital Management
Washington
$612K +$73.8K +408 +15%
LNC
759
Lincoln National Corp
Pennsylvania
$610K +$189K +1,047 +49%
TAM
760
Titleist Asset Management
Texas
$606K +$572K +3,165 New
SXL
761
Summit X LLC
Missouri
$596K +$181 +1 +0%
JIP
762
Jaffetilchin Investment Partners
Florida
$586K +$554K +3,062 New
CA
763
Continuum Advisory
Idaho
$586K +$14.3K +79 +3%
VSQM
764
V-Square Quantitative Management
Illinois
$582K +$549K +3,038 New
9WM
765
9258 Wealth Management
Ohio
$582K +$128K +709 +30%
WFG
766
Wills Financial Group
Virginia
$578K -$54.2K -300 -9%
TCM
767
Tributary Capital Management
Nebraska
$575K -$9.04K -50 -2%
VFA
768
Voya Financial Advisors
Connecticut
$571K +$18.1K +100 +3%
BCWM
769
Bartlett & Co Wealth Management
Ohio
$570K
BC
770
Bartlett & Co
Ohio
$570K
FUBT
771
First United Bank & Trust
Maryland
$566K -$36K -199 -6%
VVP
772
Venture Visionary Partners
Ohio
$563K -$28.4K -157 -5%
GCP
773
GSA Capital Partners
United Kingdom
$556K -$275K -1,520 -34%
GAG
774
GM Advisory Group
New York
$548K -$7.59K -42 -1%
LBWM
775
Left Brain Wealth Management
Illinois
$547K +$533K +2,947 New