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CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
776
Sutton Wealth Advisors
Florida
$172K – – –
OIA
777
Optimum Investment Advisors
Illinois
$170K -$14.7K -90 -8%
WPA
778
West Paces Advisors
Georgia
$168K – – –
MFW
779
Mosaic Family Wealth
Missouri
$164K – – –
AssetMark Inc
780
AssetMark Inc
California
$154K +$5.55K +34 +4%
GLI
781
Guardian Life Insurance
New York
$154K +$25.5K +156 +20%
WT
782
Whittier Trust
California
$151K -$18.8K -115 -11%
SLF
783
Sun Life Financial
Ontario, Canada
$151K +$110K +672 +268%
STA
784
Summit Trail Advisors
New York
$140K -$511K -3,128 -79%
SQA
785
Simon Quick Advisors
New Jersey
$137K -$137K -837 -50%
KA
786
Kaizen Advisory
Illinois
$134K +$80.4K +492 +152%
MAM
787
Meeder Asset Management
Ohio
$129K +$59.1K +362 +85%
WTC
788
WhitTier Trust Company
Nevada
$128K – – –
ECM
789
EII Capital Management
New York
$124K +$12.3K +75 +11%
Lazard Asset Management
790
Lazard Asset Management
New York
$120K +$120K +735 New
CPIG
791
Chicago Partners Investment Group
Illinois
$115K – – –
FFC
792
First Financial Corp
Indiana
$102K – – –
OC
793
Oakworth Capital
Alabama
$94K – – –
LA
794
Legacy Advisors
Pennsylvania
$91K – – –
FA
795
Fortis Advisors
Pennsylvania
$91K +$74.3K +455 +455%
KJWM
796
Kiley Juergens Wealth Management
Washington
$90K +$90.6K +555 New
PFBT
797
Parkside Financial Bank & Trust
Missouri
$87K +$3.76K +23 +5%
BFEC
798
Benjamin F. Edwards & Company
Missouri
$85K +$163 +1 +0.2%
CF
799
Centaurus Financial
California
$84K +$84.1K +515 New
EA
800
Edge Advisors
Georgia
$80K – – –