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CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
RE
876
RBC Europe
United Kingdom
$165K -$17.2K -96 -9%
PA
877
Procyon Advisors
Connecticut
$165K -$32.4K -181 -15%
JCM
878
Jacobi Capital Management
Pennsylvania
$164K -$1.25K -7 -0.7%
LS
879
Leelyn Smith
Illinois
$161K – – –
BFIM
880
Beese Fulmer Investment Management
Ohio
$161K +$177K +989 New
GFPC
881
Global Financial Private Capital
Florida
$160K +$7.71K +43 +5%
AWM
882
Apollon Wealth Management
South Carolina
$159K +$176K +980 New
BAM
883
Belpointe Asset Management
Nevada
$157K -$6.81K -38 -4%
MHR
884
Matthew Hamilton Rosenberg
$156K +$21K +117 +14%
AIM
885
Arcadia Investment Management
Michigan
$153K – – –
MAM
886
Meeder Asset Management
Ohio
$149K +$17.7K +99 +12%
SFSIG
887
San Francisco Sentry Investment Group
California
$145K -$5.56K -31 -3%
LWM
888
Lenox Wealth Management
Ohio
$143K +$8.6K +48 +6%
VFA
889
Valeo Financial Advisors
Indiana
$143K +$13.6K +76 +9%
CFFP
890
Center for Financial Planning
Michigan
$141K +$1.43K +8 +0.9%
OPS
891
Orion Portfolio Solutions
Nebraska
$139K +$21.2K +118 +16%
GWM
892
Geneos Wealth Management
Colorado
$135K -$59.2K -330 -28%
SIAS
893
Shine Investment Advisory Services
Colorado
$135K +$358 +2 +0.2%
KPW
894
Kore Private Wealth
New York
$134K +$6.81K +38 +5%
BWP
895
Baldwin Wealth Partners
Massachusetts
$128K -$53.8K -300 -28%
FFC
896
First Financial Corp
Indiana
$121K – – –
BFEC
897
Benjamin F. Edwards & Company
Missouri
$121K +$26.5K +148 +25%
CT
898
Caldwell Trust
Florida
$121K – – –
SIMG
899
Stephens Investment Management Group
Texas
$115K – – –
GRP
900
Global Retirement Partners
California
$111K +$105K +586 +604%