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CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
PA
801
Procyon Advisors
Connecticut
$359K +$81.1K +384 +29%
Massachusetts Financial Services
802
Massachusetts Financial Services
Massachusetts
$356K +$4.22K +20 +1%
AssetMark Inc
803
AssetMark Inc
California
$355K +$21.3K +101 +6%
WA
804
Wambolt & Associates
Colorado
$354K – – –
DP
805
Dearborn Partners
Illinois
$353K -$14.8K -70 -4%
TC
806
TwinBeech Capital
New York
$352K +$349K +1,654 New
HSA
807
HBK Sorce Advisory
Pennsylvania
$351K -$633 -3 -0.2%
FMLI
808
Fukoku Mutual Life Insurance
Japan
$351K – – –
KPWS
809
Kestra Private Wealth Services
Texas
$349K +$3.59K +17 +1%
LCM
810
Logan Capital Management
Pennsylvania
$348K +$41.2K +195 +14%
9WM
811
9258 Wealth Management
Ohio
$345K +$99K +469 +41%
HWA
812
Heritage Wealth Advisors
Virginia
$344K -$198K -939 -37%
NGA
813
Naples Global Advisors
Florida
$342K – – –
JHCP
814
Jackson Hole Capital Partners
Oklahoma
$338K – – –
MIA
815
MainStreet Investment Advisors
Illinois
$334K -$17.1K -81 -5%
PMAS
816
PNC Managed Account Solutions
Texas
$331K +$329K +1,556 New
SWM
817
Spire Wealth Management
Virginia
$325K -$131K -620 -29%
GTCM
818
Gyon Technologies Capital Management
New Jersey
$325K +$54.3K +257 +20%
RPWA
819
Regent Peak Wealth Advisors
Georgia
$324K +$5.7K +27 +2%
HIMC
820
Heritage Investors Management Corp
Maryland
$324K +$322K +1,525 New
APG
821
Abacus Planning Group
South Carolina
$323K -$193K -915 -38%
AWM
822
Altium Wealth Management
New York
$323K -$29.1K -138 -8%
PI
823
Putnam Investments
Massachusetts
$322K – – –
KPW
824
Kore Private Wealth
New York
$317K +$62.7K +297 +25%
LWCFA
825
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$313K – – –