We are live on ! Find out more
CME icon

CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
MIS
851
Morningstar Investment Services
Illinois
$698K +$20.5K +99 +3%
LSPW
852
Lake Street Private Wealth
Illinois
$693K +$620 +3 +0.1%
RVPG
853
Relative Value Partners Group
$693K +$728K +3,525 New
B
854
Bailard
California
$688K -$14.9K -72 -2%
KSWWM
855
Keyes Stange & Wooten Wealth Management
Florida
$685K +$1.86K +9 +0.3%
WFG
856
Wills Financial Group
Virginia
$673K +$10.9K +53 +2%
MHI
857
Miller Howard Investments
New York
$671K +$4.34K +21 +0.6%
CM
858
Castleark Management
Illinois
$668K
HCM
859
Howland Capital Management
Massachusetts
$667K +$1.65K +8 +0.2%
BOPW
860
Brandywine Oak Private Wealth
Pennsylvania
$665K -$13.6K -66 -2%
ZIG
861
Zuckerman Investment Group
Illinois
$653K +$686K +3,322 New
GWM
862
GDS Wealth Management
Texas
$653K -$25.2K -122 -4%
SVWAG
863
Sound View Wealth Advisors Group
Georgia
$651K -$679K -3,285 -50%
STA
864
Summit Trail Advisors
New York
$647K -$18K -87 -3%
BFA
865
Brown Financial Advisors
Ohio
$644K +$677K +3,276 New
GI
866
GAMMA Investing
California
$639K +$174K +841 +35%
FMLI
867
Fukoku Mutual Life Insurance
Japan
$637K +$310K +1,500 +86%
HNB
868
Huntington National Bank
Ohio
$637K +$20.5K +99 +3%
OIA
869
OneDigital Investment Advisors
Kansas
$635K +$154K +747 +30%
MMA
870
Miracle Mile Advisors
California
$635K -$71.9K -348 -10%
WHG
871
Westwood Holdings Group
Texas
$625K -$136K -660 -17%
BONH
872
Bank of New Hampshire
New Hampshire
$625K
BRWA
873
B. Riley Wealth Advisors
Florida
$624K -$82.8K -401 -11%
BAM
874
Belpointe Asset Management
Nevada
$624K -$120K -582 -15%
Caisse de Depot et Placement du Quebec (CDPQ)
875
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$622K +$2.48K +12 +0.4%