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CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
BCM
751
Becker Capital Management
Oregon
$747K
BAM
752
Belpointe Asset Management
Nevada
$746K +$26.6K +134 +4%
CCM
753
Coldstream Capital Management
Washington
$737K +$33.6K +169 +5%
NWMG
754
National Wealth Management Group
Ohio
$737K +$732K +3,681 New
DGAM
755
Desjardins Global Asset Management
Quebec, Canada
$728K -$177K -890 -20%
CAG
756
Csenge Advisory Group
Florida
$725K -$3.38K -17 -0.5%
BIAS
757
Beacon Investment Advisory Services
New Jersey
$717K
BRWA
758
B. Riley Wealth Advisors
Florida
$716K +$50.9K +256 +8%
TIAA Trust, National Association
759
TIAA Trust, National Association
North Carolina
$713K +$707K +3,559 New
BOPW
760
Brandywine Oak Private Wealth
Pennsylvania
$696K -$85.1K -428 -11%
MNBTD
761
Moody National Bank Trust Division
Texas
$684K +$11.5K +58 +2%
CM
762
Castleark Management
Illinois
$681K
RTC
763
Riverview Trust Company
Washington
$678K
SC
764
Sepio Capital
Utah
$678K -$3.78K -19 -0.6%
QCG
765
Quadrant Capital Group
Ohio
$677K +$38.8K +195 +6%
MHI
766
Miller Howard Investments
New York
$675K +$1.19K +6 +0.2%
SFA
767
Sequoia Financial Advisors
Ohio
$674K +$64.8K +326 +11%
MLA
768
My Legacy Advisors
Oregon
$663K +$8.55K +43 +1%
SW
769
SVB Wealth
Massachusetts
$662K -$54.1K -272 -8%
STA
770
Summit Trail Advisors
New York
$659K +$27.2K +137 +4%
PFG
771
PAX Financial Group
Texas
$656K -$13.7K -69 -2%
BWM
772
Buckley Wealth Management
Nevada
$653K -$195K -981 -23%
FI
773
Financial Insights
Washington
$647K +$91.2K +459 +18%
GFG
774
Greystone Financial Group
Michigan
$647K -$39.2K -197 -6%
EFS
775
Essex Financial Services
Connecticut
$643K +$22.3K +112 +4%