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CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
851
Sutton Wealth Advisors
Florida
$186K +$1.99K +10 +0.9%
SBSB
852
Sullivan, Bruyette, Speros & Blaney
Virginia
$185K – – –
CFA
853
Carroll Financial Associates
North Carolina
$181K +$1.39K +7 +0.7%
JCM
854
Jacobi Capital Management
Pennsylvania
$175K – – –
BAM
855
Belpointe Asset Management
Nevada
$173K -$83K -417 -29%
LS
856
Leelyn Smith
Illinois
$171K – – –
Marshall Wace
857
Marshall Wace
United Kingdom
$169K +$195K +978 New
SMFS
858
Squar Milner Financial Services
California
$165K – – –
CFG
859
Citizens Financial Group
Rhode Island
$164K +$24.3K +122 +15%
GFPC
860
Global Financial Private Capital
Florida
$163K -$96.5K -485 -34%
AIM
861
Arcadia Investment Management
Michigan
$163K – – –
ASN
862
Advisory Services Network
Georgia
$161K -$827K -4,153 -82%
SFSIG
863
San Francisco Sentry Investment Group
California
$159K +$19.9K +100 +12%
VFA
864
Valeo Financial Advisors
Indiana
$151K +$93.9K +472 +141%
PHK
865
Point72 Hong Kong
Hong Kong
$149K -$726K -3,647 -81%
CFFP
866
Center for Financial Planning
Michigan
$149K +$24.1K +121 +16%
MHR
867
Matthew Hamilton Rosenberg
$146K +$168K +843 New
LWM
868
Lenox Wealth Management
Ohio
$144K +$27.3K +137 +20%
SIAS
869
Shine Investment Advisory Services
Colorado
$144K +$40.8K +205 +33%
CIM
870
Contravisory Investment Management
Massachusetts
$144K +$74.4K +374 +81%
MAM
871
Meeder Asset Management
Ohio
$142K +$47K +236 +40%
KPW
872
Kore Private Wealth
New York
$136K -$23.5K -118 -13%
WAM
873
Wolverine Asset Management
Illinois
$133K +$154K +772 New
ED
874
Exane Derivatives
France
$133K -$173K -869 -53%
CT
875
Caldwell Trust
Florida
$128K – – –