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CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
CCFM
976
Clear Creek Financial Management
Washington
$383K +$9.18K +43 +2%
CCM
977
Cohen Capital Management
California
$379K
LT
978
Legacy Trust
Michigan
$374K -$18.8K -88 -5%
NRD
979
Nebula Research & Development
New York
$374K +$82.6K +387 +28%
CFG
980
Carr Financial Group
Massachusetts
$374K
SC
981
Scotia Capital
Ontario, Canada
$373K -$19K -89 -5%
MIM
982
Meridiem Investment Management
United Kingdom
$367K +$372K +1,743 New
PVI
983
Pine Valley Investments
New Jersey
$366K +$853 +4 +0.2%
Kovitz Investment Group Partners
984
Kovitz Investment Group Partners
Illinois
$366K +$371K +1,738 New
BFA
985
Beaumont Financial Advisors
Massachusetts
$362K -$1.71K -8 -0.5%
CIM
986
Contravisory Investment Management
Massachusetts
$357K +$362K +1,697 New
CFP
987
Catalyst Financial Partners
Massachusetts
$355K -$29K -136 -7%
AWE
988
Avidian Wealth Enterprises
Texas
$354K -$116K -544 -24%
SAM
989
Shell Asset Management
Netherlands
$354K +$197K +923 +122%
RPWA
990
Regent Peak Wealth Advisors
Georgia
$354K +$5.97K +28 +2%
1SB
991
1ST Source Bank
Indiana
$353K
FCP
992
Fidelis Capital Partners
Florida
$353K +$58.7K +275 +20%
GI
993
GAMMA Investing
California
$351K +$364K +1,705 New
SAM
994
Sompo Asset Management
Japan
$350K -$66.1K -310 -16%
PWPS
995
Pinnacle Wealth Planning Services
Ohio
$349K -$2.35K -11 -0.7%
CSIC
996
Clifford Swan Investment Counsel
California
$349K -$25.6K -120 -7%
TWP
997
Tower Wealth Partners
Pennsylvania
$345K +$350K +1,638 New
I
998
InceptionR
California
$344K -$77.9K -365 -18%
WFI
999
West Family Investments
California
$342K +$13K +61 +4%
GSEP
1000
Golden State Equity Partners
California
$340K +$345K +1,615 New