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CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
826
Cohen Capital Management
California
$368K
PC
827
Permanens Capital
New York
$368K
ZCA
828
Zeke Capital Advisors
Pennsylvania
$367K -$86.1K -406 -18%
SIMM
829
Stillwater Investment Management (Minnesota)
Minnesota
$364K +$1.91K +9 +0.5%
FNA
830
First National Advisers
Nebraska
$363K +$376K +1,772 New
CW
831
CreativeOne Wealth
Kansas
$361K +$374K +1,764 New
RCAG
832
Rehmann Capital Advisory Group
Michigan
$361K -$8.48K -40 -2%
EP
833
Edgestream Partners
New Jersey
$356K -$718K -3,386 -66%
SIC
834
Sterling Investment Counsel
New York
$354K +$848 +4 +0.2%
LFA
835
Legacy Financial Advisors
Kentucky
$353K +$22.7K +107 +7%
GFP
836
Gryphon Financial Partners
Ohio
$352K -$71.6K -338 -16%
1SB
837
1ST Source Bank
Indiana
$352K
WPW
838
Waldron Private Wealth
Pennsylvania
$352K +$14.4K +68 +4%
BRWM
839
B. Riley Wealth Management
Tennessee
$352K +$364K +1,719 New
WP
840
WealthSource Partners
California
$349K -$18.4K -87 -5%
5L
841
55I LLC
Massachusetts
$349K +$361K +1,704 New
PCM
842
Penserra Capital Management
California
$344K -$212 -1 -0.1%
MA
843
MKT Advisors
California
$343K -$3.18K -15 -0.9%
WAP
844
Wealthcare Advisory Partners
Pennsylvania
$340K -$11K -52 -3%
GSC
845
Ground Swell Capital
South Carolina
$334K +$163K +768 +89%
LJAC
846
L.J. Altfest & Co
New York
$333K -$44.7K -211 -11%
FLPIM
847
F.L. Putnam Investment Management
Massachusetts
$327K
NGA
848
Naples Global Advisors
Florida
$327K
OR
849
Olympiad Research
Connecticut
$327K +$106K +498 +45%
JHCP
850
Jackson Hole Capital Partners
Oklahoma
$326K