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CME Group
CME

Name Holding Trade Value Shares
Change 		Change in
Stake
GSEP
951
Golden State Equity Partners
California
$504K +$131K +635 +38%
VA
952
Verdad Advisers
Massachusetts
$503K +$471K +2,278 New
JCM
953
Jacobi Capital Management
Pennsylvania
$500K +$469K +2,268 New
IAIM
954
International Assets Investment Management
Florida
$486K -$10.6K -51 -2%
PWP
955
Principle Wealth Partners
Connecticut
$485K – – –
BMC
956
Benin Management Corp
Connecticut
$485K +$5.17K +25 +1%
PIA
957
Pinion Investment Advisors
Kansas
$485K +$21.9K +106 +5%
RCM
958
RB Capital Management
Nevada
$483K -$7.24K -35 -2%
ICM
959
Intrepid Capital Management
Florida
$482K – – –
NERM
960
New England Research & Management
Illinois
$480K -$186K -900 -29%
SI
961
Stephens Inc
Arkansas
$479K -$144K -698 -24%
MW
962
Marcum Wealth
Ohio
$476K -$113K -548 -20%
DFG
963
Demars Financial Group
Washington
$471K +$16.3K +79 +4%
GLA
964
Good Life Advisors
Pennsylvania
$469K +$440K +2,128 New
NP
965
Ninepoint Partners
Ontario, Canada
$468K – – –
SWP
966
Stratos Wealth Partners
Ohio
$465K -$87.3K -422 -17%
MA
967
Mutual Advisors
Nebraska
$465K -$54.6K -264 -12%
FAFN
968
First Affirmative Financial Network
Colorado
$462K +$74.9K +362 +21%
HCM
969
Howard Capital Management
Georgia
$461K +$433K +2,091 New
CWP
970
Cyndeo Wealth Partners
Florida
$460K -$136K -655 -24%
EHAM
971
Eagle Harbor Asset Management
Washington
$458K +$161K +777 +60%
MWM
972
Meridian Wealth Management
Kentucky
$458K -$7.24K -35 -2%
TPCW
973
TD Private Client Wealth
New York
$458K -$9.52K -46 -2%
IC
974
Inscription Capital
Texas
$457K -$21.5K -104 -5%
SGI
975
Summit Global Investments
Utah
$454K +$163K +787 +62%
37 38
39
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