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CME Group
CME

Name Holding Trade Value Shares
Change 		Change in
Stake
LT
851
Legacy Trust
Michigan
$367K -$10.8K -60 -3%
GL
852
Graypoint LLC
New York
$366K +$346K +1,914 New
IWN
853
Independent Wealth Network
Iowa
$366K -$3.07K -17 -0.9%
MIS
854
Morningstar Investment Services
Illinois
$365K +$135K +746 +63%
RI
855
Ridgewood Investments
New Jersey
$363K -$21.3K -118 -6%
MAM
856
Magellan Asset Management
Australia
$362K +$11.4K +63 +3%
AWM
857
AE Wealth Management
Kansas
$361K +$16.6K +92 +5%
OIA
858
OneDigital Investment Advisors
Kansas
$360K +$22.8K +126 +7%
PCM
859
Penserra Capital Management
California
$357K -$3.09M -17,070 -90%
EF
860
Empowered Funds
Pennsylvania
$356K +$336K +1,859 New
BPA
861
Beacon Pointe Advisors
California
$354K -$16.3K -90 -5%
MOS
862
MGO One Seven
Ohio
$354K +$59K +326 +21%
CI
863
CX Institutional
Indiana
$354K +$27.3K +151 +9%
FNT
864
First Nebraska Trust
Nebraska
$351K – – –
CCFM
865
Clear Creek Financial Management
Washington
$350K +$5.06K +28 +2%
PCS
866
Personal CFO Solutions
New Jersey
$350K +$1.99K +11 +0.6%
VFA
867
Valeo Financial Advisors
Indiana
$348K +$32.4K +179 +11%
KPWS
868
Kestra Private Wealth Services
Texas
$345K +$12.5K +69 +4%
CCM
869
Cohen Capital Management
California
$345K – – –
CFFP
870
Center for Financial Planning
Michigan
$340K +$6.51K +36 +2%
CSIC
871
Clifford Swan Investment Counsel
California
$340K -$18.1K -100 -5%
CFG
872
Carr Financial Group
Massachusetts
$340K – – –
4WM
873
44 Wealth Management
Oregon
$340K +$36.7K +203 +13%
PWPS
874
Pinnacle Wealth Planning Services
Ohio
$339K +$320K +1,772 New
SAM
875
Sompo Asset Management
Japan
$335K +$48.8K +270 +18%
33 34
35
36 37