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CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
BIAS
951
Beacon Investment Advisory Services
New Jersey
$467K
PP
952
PDS Planning
Ohio
$467K +$6.61K +32 +1%
LWAM
953
Legacy Wealth Asset Management
Minnesota
$463K +$18K +87 +4%
NHT
954
New Hampshire Trust
New Hampshire
$463K -$9.92K -48 -2%
EDRH
955
Edmond de Rothschild Holding
Switzerland
$461K -$495K -2,395 -51%
CNBT
956
Canandaigua National Bank & Trust
New York
$460K +$26.9K +130 +6%
NGA
957
Naples Global Advisors
Florida
$457K +$30K +145 +7%
SAM
958
Smartleaf Asset Management
Massachusetts
$457K +$82.2K +398 +21%
WPC
959
Wedmont Private Capital
Pennsylvania
$456K +$17.8K +86 +4%
MA
960
Mutual Advisors
Nebraska
$455K -$75.2K -364 -14%
SP
961
Symmetry Partners
Connecticut
$454K
WPW
962
Waldron Private Wealth
Pennsylvania
$452K -$6.61K -32 -1%
CT
963
Chicago Trust
Illinois
$451K -$6.45M -31,240 -93%
KTA
964
Keeley-Teton Advisors
Illinois
$447K
LA
965
Lifeworks Advisors
Michigan
$447K -$15.1K -73 -3%
CCFM
966
Clear Creek Financial Management
Washington
$446K +$39K +189 +9%
IAIM
967
International Assets Investment Management
Florida
$443K +$74.6K +361 +19%
FRM
968
Fox Run Management
Connecticut
$441K -$890K -4,306 -66%
WPA
969
West Paces Advisors
Georgia
$441K +$23.8K +115 +5%
PWP
970
Phillips Wealth Planners
Mississippi
$440K +$25K +121 +6%
RCM
971
RB Capital Management
Nevada
$437K -$15.5K -75 -3%
CCM
972
Cohen Capital Management
California
$437K +$41.3K +200 +10%
PWP
973
Principle Wealth Partners
Connecticut
$433K
Koshinski Asset Management
974
Koshinski Asset Management
Illinois
$432K +$224K +1,085 +96%
PCS
975
Personal CFO Solutions
New Jersey
$431K +$34.9K +169 +8%