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CME Group
CME

Name Holding Trade Value Shares
Change 		Change in
Stake
PL
826
Perpetual Ltd
Australia
$780K +$178K +846 +30%
QWP
827
Quotient Wealth Partners
Texas
$771K -$189K -899 -20%
MMA
828
Miracle Mile Advisors
California
$770K +$77.3K +368 +11%
B
829
Bailard
California
$768K -$299K -1,422 -28%
IWA
830
Invera Wealth Advisors
Oregon
$767K -$16.2K -77 -2%
LSPW
831
Lake Street Private Wealth
Illinois
$758K -$51.3K -244 -6%
KWM
832
Kingsview Wealth Management
Oregon
$756K +$133K +632 +22%
GBT
833
Grove Bank & Trust
Florida
$751K +$462K +2,199 +170%
MIS
834
Morningstar Investment Services
Illinois
$748K -$650K -3,094 -47%
SC
835
Sepio Capital
Utah
$748K +$20.6K +98 +3%
KSWWM
836
Keyes Stange & Wooten Wealth Management
Florida
$748K -$1.89K -9 -0.3%
BOPW
837
Brandywine Oak Private Wealth
Pennsylvania
$742K -$6.09K -29 -0.8%
GWM
838
GDS Wealth Management
Texas
$741K -$77.7K -370 -10%
LNC
839
Lincoln National Corp
Pennsylvania
$732K -$88.4K -421 -11%
CM
840
Castleark Management
Illinois
$732K – – –
MHI
841
Miller Howard Investments
New York
$730K – – –
ET
842
Entropy Technologies
New York
$730K +$712K +3,389 New
HCM
843
Howland Capital Management
Massachusetts
$729K +$144K +687 +25%
STA
844
Summit Trail Advisors
New York
$727K +$94.7K +451 +15%
WFG
845
Wills Financial Group
Virginia
$725K +$86.8K +413 +14%
RTC
846
Riverview Trust Company
Washington
$724K – – –
DAS
847
Dynamic Advisor Solutions
Arizona
$721K -$23.9K -114 -3%
BRWA
848
B. Riley Wealth Advisors
Florida
$716K -$10.1K -48 -1%
EFS
849
Essex Financial Services
Connecticut
$716K +$9.45K +45 +1%
IF
850
Intrua Financial
Texas
$707K -$663K -3,154 -49%
32 33
34
35 36