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CME Group
CME

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
876
Belpointe Asset Management
Nevada
$131K +$3.23K +19 +3%
ACA
877
Atlas Capital Advisors
Wyoming
$131K +$122K +718 New
GRP
878
Global Retirement Partners
California
$127K +$3.23K +19 +3%
CCA
879
Childress Capital Advisors
Texas
$127K +$119K +699 New
LS
880
Leelyn Smith
Illinois
$123K -$53.6K -315 -32%
CFA
881
Carroll Financial Associates
North Carolina
$123K -$8.5K -50 -7%
TAIM
882
TD Ameritrade Investment Management
Nebraska
$121K +$2.55K +15 +2%
GC
883
Garde Capital
Washington
$109K +$102K +600 New
ST
884
Smithfield Trust
Pennsylvania
$103K -$5.95K -35 -6%
ZB
885
Zions Bancorporation
Utah
$99K +$3.4K +20 +4%
OIA
886
Optimum Investment Advisors
Illinois
$96K -$85K -500 -49%
PCH
887
PGIM Custom Harvest
New Jersey
$95K +$85.5K +503 New
PWA
888
Phoenix Wealth Advisors
North Carolina
$95K +$88.6K +521 New
BCA
889
Berman Capital Advisors
Georgia
$91K +$1.7K +10 +2%
TPWA
890
TRUE Private Wealth Advisors
Oregon
$90K – – –
DAC
891
Dividend Assets Capital
South Carolina
$87K +$81.6K +480 New
CI
892
CX Institutional
Indiana
$85K +$28.2K +166 +56%
ARMC
893
American Research & Management Company
Massachusetts
$84K – – –
VFA
894
Valeo Financial Advisors
Indiana
$78K -$21.8K -128 -23%
HI
895
Human Investing
Oregon
$76K – – –
FMP
896
Financial Management Professionals
Texas
$75K -$3.06K -18 -4%
PB
897
Pinnacle Bancorp
Nebraska
$74K +$13.6K +80 +25%
AF
898
Arrow Financial
New York
$69K – – –
ST
899
Sageworth Trust
Pennsylvania
$69K – – –
PMFA
900
Plante Moran Financial Advisors
Michigan
$68K -$5.78K -34 -8%
34 35
36
37 38