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CME Group
CME

Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
926
Icon Wealth Partners
Texas
$235K +$226K +1,028 New
ST
927
Spinnaker Trust
Maine
$234K +$226K +1,025 New
BAM
928
Belpointe Asset Management
Nevada
$231K +$6.38K +29 +3%
CIAS
929
Capital Investment Advisory Services
North Carolina
$231K +$222K +1,011 New
MFW
930
Mosaic Family Wealth
Missouri
$230K +$221K +1,005 New
FIM
931
Fruth Investment Management
Texas
$230K +$222K +1,007 New
EHAM
932
Eagle Harbor Asset Management
Washington
$228K +$220K +1,000 New
MC
933
Machina Capital
France
$228K -$374K -1,700 -63%
PCP
934
Proficio Capital Partners
Massachusetts
$228K +$220K +999 New
HA
935
Harbor Advisors
Florida
$228K +$220K +1,000 New
PBO
936
Peoples Bank (Ohio)
Ohio
$228K +$220K +1,000 New
PI
937
PineBridge Investments
New York
$228K +$220K +1,000 New
SCM
938
Stonebridge Capital Management
California
$228K +$220K +1,000 New
GWM
939
Geneos Wealth Management
Colorado
$227K +$93.1K +423 +74%
SIG
940
Sargent Investment Group
Maryland
$226K +$218K +990 New
CT
941
Caldwell Trust
Florida
$223K – – –
LOAMS
942
Lombard Odier Asset Management (Switzerland)
Switzerland
$221K +$213K +967 New
JC
943
JB Capital
Connecticut
$219K +$211K +957 New
JIP
944
Jaffetilchin Investment Partners
Florida
$218K -$87.6K -398 -29%
VFA
945
Valeo Financial Advisors
Indiana
$217K +$209K +949 New
MG
946
Mather Group
Illinois
$214K +$206K +936 New
HIA
947
Harbor Investment Advisory
Maryland
$212K – – –
FMII
948
Farmers & Merchants Investments Inc
Nebraska
$209K +$199K +904 +10,044%
BP
949
BBR Partners
New York
$209K +$201K +914 New
MSFS
950
Main Street Financial Solutions
Pennsylvania
$209K +$201K +914 New
36 37
38
39 40