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CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
FLPIM
851
F.L. Putnam Investment Management
Massachusetts
$380K -$939 -4 -0.3%
NGA
852
Naples Global Advisors
Florida
$380K
JHCP
853
Jackson Hole Capital Partners
Oklahoma
$379K +$1.17K +5 +0.3%
KFA
854
Krane Funds Advisors
New York
$378K -$2.35K -10 -0.6%
RPWA
855
Regent Peak Wealth Advisors
Georgia
$378K +$10.3K +44 +3%
WA
856
Wambolt & Associates
Colorado
$372K -$20.2K -86 -5%
PCS
857
Personal CFO Solutions
New Jersey
$360K +$22.3K +95 +7%
GWA
858
Geometric Wealth Advisors
District of Columbia
$358K +$705 +3 +0.2%
CBFP
859
Cedar Brook Financial Partners
Ohio
$358K +$26.3K +112 +8%
1WM
860
1900 Wealth Management
Texas
$357K +$352K +1,500 New
DP
861
Dearborn Partners
Illinois
$356K -$47K -200 -12%
RT
862
Rockland Trust
Massachusetts
$352K -$37.1K -158 -10%
PI
863
Putnam Investments
Massachusetts
$349K -$10.8K -46 -3%
CCM
864
Covington Capital Management
California
$348K
MWM
865
Modera Wealth Management
New Jersey
$347K -$242K -1,031 -41%
UF
866
Univest Financial
Pennsylvania
$346K -$4.23K -18 -1%
QTM
867
qPULA Trading Management
New York
$346K +$342K +1,456 New
BCA
868
Bay Colony Advisors
Massachusetts
$345K -$16K -68 -4%
RWP
869
RWA Wealth Partners
Massachusetts
$344K
PWPS
870
Pinnacle Wealth Planning Services
Ohio
$344K +$72.1K +307 +27%
WLPWM
871
Walled Lake Planning & Wealth Management
Illinois
$343K +$4.93K +21 +1%
ACP
872
Ashfield Capital Partners
California
$341K
OPS
873
Orion Portfolio Solutions
Nebraska
$339K +$20.9K +89 +7%
EWA
874
EverSource Wealth Advisors
Alabama
$339K +$250K +1,066 +297%
APG
875
Abacus Planning Group
South Carolina
$338K