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CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
DAS
776
Dynamic Advisor Solutions
Arizona
$313K +$85.2K +501 +41%
CFC
777
Coyle Financial Counsel
Illinois
$311K +$78.2K +460 +37%
AAS
778
Avantax Advisory Services
Texas
$308K -$362K -2,131 -56%
SIMM
779
Stillwater Investment Management (Minnesota)
Minnesota
$308K +$1.36K +8 +0.5%
CCFM
780
Clear Creek Financial Management
Washington
$308K +$288K +1,694 New
MAM
781
Meeder Asset Management
Ohio
$306K +$134K +788 +88%
QT
782
Quantbot Technologies
New York
$305K -$1.45M -8,502 -84%
CW
783
CreativeOne Wealth
Kansas
$301K -$319K -1,873 -53%
FBB
784
Fulton Breakefield Broenniman
Maryland
$301K -$43K -253 -13%
FMLI
785
Fukoku Mutual Life Insurance
Japan
$300K -$68K -400 -20%
HSA
786
HBK Sorce Advisory
Pennsylvania
$300K -$60.2K -354 -18%
AWM
787
Altium Wealth Management
New York
$300K -$34.5K -203 -11%
WA
788
Wambolt & Associates
Colorado
$300K -$7.99K -47 -3%
FLPIM
789
F.L. Putnam Investment Management
Massachusetts
$298K +$13.4K +79 +5%
IAIM
790
International Assets Investment Management
Florida
$295K +$613K +3,607 New
HAIM
791
Hunter Associates Investment Management
Pennsylvania
$292K +$5.1K +30 +2%
APA
792
American Portfolios Advisors
New York
$292K +$4.76K +28 +2%
TCM
793
Tran Capital Management
California
$289K -$2.7M -15,876 -91%
JHCP
794
Jackson Hole Capital Partners
Oklahoma
$289K – – –
NGA
795
Naples Global Advisors
Florida
$287K – – –
EMG
796
ETF Managers Group
New Jersey
$286K -$149K -878 -35%
OQS
797
Occudo Quantitative Strategies
Florida
$286K +$267K +1,572 New
PI
798
Putnam Investments
Massachusetts
$283K -$2.21M -12,982 -89%
UR
799
USCA RIA
Texas
$278K -$2.55K -15 -1%
WEC
800
Winslow Evans & Crocker
Massachusetts
$277K +$259K +1,523 New