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CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
QP
851
Quilter Plc
United Kingdom
$325K -$6.57K -31 -2%
PFS
852
Prospera Financial Services
Texas
$322K -$45.6K -215 -12%
NP
853
NorthRock Partners
Minnesota
$322K +$46.2K +218 +16%
FMC
854
First Merchants Corp
Indiana
$322K +$65.7K +310 +25%
SIG
855
Spinnaker Investment Group
California
$321K -$42.4K -200 -11%
WKWM
856
Walter & Keenan Wealth Management
Indiana
$320K -$25.2K -119 -7%
RPWA
857
Regent Peak Wealth Advisors
Georgia
$319K -$6.57K -31 -2%
WA
858
Wambolt & Associates
Colorado
$317K -$636 -3 -0.2%
RCM
859
RB Capital Management
Nevada
$314K +$24.2K +114 +8%
MOS
860
MGO One Seven
Ohio
$313K -$77.4K -365 -19%
CWM
861
Calamos Wealth Management
Illinois
$309K -$91.8K -433 -22%
GWA
862
Geometric Wealth Advisors
District of Columbia
$307K -$636 -3 -0.2%
1WM
863
1900 Wealth Management
Texas
$307K
CFFP
864
Center for Financial Planning
Michigan
$304K +$18K +85 +6%
RT
865
Rockland Trust
Massachusetts
$303K
BAM
866
Belpointe Asset Management
Nevada
$300K +$52.6K +248 +20%
C
867
CEDRUS
Colorado
$300K +$29K +137 +10%
IC
868
Inverness Counsel
New York
$299K -$165K -779 -35%
PI
869
Putnam Investments
Massachusetts
$298K -$2.54K -12 -0.8%
CNC
870
Citizens & Northern Corp
Pennsylvania
$297K -$30.9K -146 -9%
OPS
871
Orion Portfolio Solutions
Nebraska
$297K +$5.72K +27 +2%
GW
872
GW & Wade
Massachusetts
$297K +$12.3K +58 +4%
RWP
873
RWA Wealth Partners
Massachusetts
$296K
XT
874
XTX Topco
Cayman Islands
$294K +$32.9K +155 +12%
CCM
875
Covington Capital Management
California
$292K -$8.05K -38 -3%