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CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
QP
826
Quilter Plc
United Kingdom
$368K -$2.77M -12,602 -89%
MFW
827
Meristem Family Wealth
Minnesota
$367K -$42.7K -194 -11%
FLPIM
828
F.L. Putnam Investment Management
Massachusetts
$366K +$39.2K +178 +13%
NGA
829
Naples Global Advisors
Florida
$365K – – –
MW
830
Marcum Wealth
Ohio
$365K +$37K +168 +12%
KFA
831
Krane Funds Advisors
New York
$365K +$352K +1,598 New
HWA
832
Heritage Wealth Advisors
Virginia
$364K +$55K +250 +19%
Walleye Capital
833
Walleye Capital
New York
$364K +$351K +1,595 New
JHCP
834
Jackson Hole Capital Partners
Oklahoma
$363K – – –
MA
835
MKT Advisors
California
$363K +$363K +1,651 New
RPWA
836
Regent Peak Wealth Advisors
Georgia
$354K +$11.4K +52 +3%
WAP
837
Wealthcare Advisory Partners
Pennsylvania
$354K +$341K +1,551 New
E
838
Ergoteles
New York
$353K +$340K +1,545 New
OIA
839
OneDigital Investment Advisors
Kansas
$350K +$8.8K +40 +3%
BCA
840
Bay Colony Advisors
Massachusetts
$347K +$334K +1,517 New
PI
841
Putnam Investments
Massachusetts
$346K -$2.64K -12 -0.8%
GWA
842
Geometric Wealth Advisors
District of Columbia
$343K +$330K +1,500 New
AII
843
AGF Investments Inc
Ontario, Canada
$342K +$109K +496 +50%
AWM
844
Altium Wealth Management
New York
$339K +$7.26K +33 +2%
LFA
845
Legacy Financial Advisors
Kentucky
$339K +$25.7K +117 +9%
LFAS
846
Level Four Advisory Services
Texas
$337K +$325K +1,476 New
UF
847
Univest Financial
Pennsylvania
$336K -$34.8K -158 -10%
MOS
848
MGO One Seven
Ohio
$336K +$323K +1,469 New
CCM
849
Covington Capital Management
California
$334K – – –
GBT
850
Grove Bank & Trust
Florida
$333K – – –