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CME Group
CME

Name Holding Trade Value Shares
Change 		Change in
Stake
GAAM
926
Guinness Atkinson Asset Management
California
$1.09M -$242K -816 -18%
AFP
927
Ausdal Financial Partners
Iowa
$1.09M +$91.2K +307 +9%
PWP
928
Phillips Wealth Planners
Mississippi
$1.09M +$55.2K +186 +5%
VT
929
Volterra Technologies
New York
$1.07M +$1.08M +3,629 New
BC
930
Burney Company
Virginia
$1.07M -$248K -836 -19%
MT
931
Midwest Trust
Kansas
$1.07M +$89.1K +300 +9%
QI
932
Qtron Investments
Massachusetts
$1.07M -$232K -781 -18%
OHWP
933
Oak Harbor Wealth Partners
North Carolina
$1.05M -$99.5K -335 -9%
MWM
934
Mission Wealth Management
California
$1.05M -$2.38K -8 -0.2%
WHG
935
Westwood Holdings Group
Texas
$1.05M +$13.4K +45 +1%
CT
936
Clearstead Trust
Maine
$1.04M – – –
FT
937
Fiduciary Trust
Massachusetts
$1.04M +$37.4K +126 +4%
BWM
938
Buckley Wealth Management
Nevada
$1.04M +$106K +357 +11%
BCM
939
Buckhead Capital Management
Georgia
$1.03M -$6.83K -23 -0.7%
IWA
940
Invera Wealth Advisors
Oregon
$1.03M -$13.7K -46 -1%
FPAS
941
Focus Partners Advisor Solutions
Missouri
$1.03M +$29.7K +100 +3%
SF
942
Summit Financial
New Jersey
$1.02M +$149K +500 +17%
IAA
943
Independent Advisor Alliance
North Carolina
$1.02M -$56.4K -190 -5%
TIA
944
Trust Investment Advisors
Indiana
$1.01M +$1.02M +3,433 New
CI
945
Cigna Investments
Connecticut
$1.01M – – –
BCM
946
Bannerstone Capital Management
Minnesota
$1.01M -$220K -742 -18%
FPW
947
Fairvoy Private Wealth
Alabama
$1.01M -$10.1K -34 -1%
SPWG
948
Sage Private Wealth Group
Illinois
$1M -$11K -37 -1%
CM
949
Castleark Management
Illinois
$1M – – –
IWN
950
Independent Wealth Network
Iowa
$1M +$1.19K +4 +0.1%
36 37
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