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CME Group
CME

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
801
Sepio Capital
Utah
$931K -$34.4K -166 -4%
LA
802
Legacy Advisors
Pennsylvania
$930K +$273K +1,320 +46%
MIS
803
Morningstar Investment Services
Illinois
$913K +$127K +614 +17%
GI
804
GAMMA Investing
California
$912K +$182K +881 +27%
TAM
805
Trust Asset Management
Texas
$909K – – –
OAM
806
Ostrum Asset Management
France
$900K +$10.3K +50 +1%
EFS
807
Essex Financial Services
Connecticut
$889K -$133K -641 -14%
CWS
808
Confluence Wealth Services
Pennsylvania
$871K -$782K -3,780 -49%
MFG
809
Merit Financial Group
Georgia
$868K -$267K -1,289 -25%
GAAM
810
Guinness Atkinson Asset Management
California
$867K -$29K -140 -3%
IWA
811
Invera Wealth Advisors
Oregon
$860K +$18.2K +88 +2%
KAS
812
Kestra Advisory Services
Texas
$857K -$274K -1,323 -25%
TCA
813
Transcend Capital Advisors
New Jersey
$852K -$78.2K -378 -9%
PWG
814
Portside Wealth Group
Utah
$849K +$283K +1,368 +55%
MMA
815
Miracle Mile Advisors
California
$847K +$126K +609 +19%
PA
816
Parallel Advisors
California
$846K -$27.1K -131 -3%
KTA
817
Keeley-Teton Advisors
Illinois
$838K +$316K +1,525 +67%
AWS
818
Atria Wealth Solutions
New York
$836K -$127K -614 -14%
RFA
819
Resurgent Financial Advisors
Georgia
$834K -$24.2K -117 -3%
TGAM
820
TBH Global Asset Management
Tennessee
$833K -$6.21K -30 -0.8%
MHI
821
Miller Howard Investments
New York
$831K +$73K +353 +10%
SPWG
822
Sage Private Wealth Group
Illinois
$825K -$107K -517 -12%
AWP
823
Ascent Wealth Partners
New York
$819K +$768K +3,713 New
CI
824
Cigna Investments
Connecticut
$814K -$12.6K -61 -2%
LI
825
LMCG Investments
Massachusetts
$809K – – –
31 32
33
34 35