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CME Group
CME

Name Holding Trade Value Shares
Change 		Change in
Stake
DBRC
826
D.B. Root & Company
Pennsylvania
$200K -$101K -601 -33%
LFG
827
LifePlan Financial Group
Ohio
$191K – – –
SWA
828
Sutton Wealth Advisors
Florida
$180K -$337 -2 -0.2%
RE
829
RBC Europe
United Kingdom
$175K +$4.55K +27 +3%
MHR
830
Matthew Hamilton Rosenberg
$173K +$12.6K +75 +8%
OIA
831
Optimum Investment Advisors
Illinois
$171K -$85.9K -510 -33%
WPA
832
West Paces Advisors
Georgia
$170K -$24.1K -143 -12%
JCM
833
Jacobi Capital Management
Pennsylvania
$168K – – –
LS
834
Leelyn Smith
Illinois
$166K – – –
CT
835
Caldwell Trust
Florida
$166K +$42.1K +250 +34%
SBSB
836
Sullivan, Bruyette, Speros & Blaney
Virginia
$163K -$16.5K -98 -9%
AIM
837
Arcadia Investment Management
Michigan
$157K – – –
MCM
838
Manchester Capital Management
Vermont
$156K -$131K -775 -45%
MAM
839
Meeder Asset Management
Ohio
$150K -$4.04K -24 -3%
SFSIG
840
San Francisco Sentry Investment Group
California
$148K -$842 -5 -0.6%
CFFP
841
Center for Financial Planning
Michigan
$144K -$842 -5 -0.6%
GWM
842
Geneos Wealth Management
Colorado
$138K -$674 -4 -0.5%
BWP
843
Baldwin Wealth Partners
Massachusetts
$132K – – –
AIM
844
AIA Investment Management
Singapore
$130K +$25.8K +153 +25%
FFC
845
First Financial Corp
Indiana
$124K – – –
CFA
846
Carroll Financial Associates
North Carolina
$121K -$58.6K -348 -32%
SIMG
847
Stephens Investment Management Group
Texas
$118K – – –
BAM
848
Belpointe Asset Management
Nevada
$117K -$44.8K -266 -28%
GRP
849
Global Retirement Partners
California
$113K -$1.01K -6 -0.9%
HIA
850
Harbor Investment Advisory
Maryland
$111K +$107K +635 +2,442%
32 33
34
35 36