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CME Group
CME

Name Holding Trade Value Shares
Change 		Change in
Stake
SPC
1001
Sigma Planning Corp
Michigan
$338K -$2.04M -9,549 -86%
BTI
1002
Blue Trust Inc
Georgia
$338K +$46.1K +216 +15%
EL
1003
Essex LLC
Illinois
$336K -$70K -328 -17%
LSA
1004
Leonteq Securities AG
Switzerland
$334K +$28.4K +133 +9%
IF
1005
Insight Folios
North Carolina
$326K +$853 +4 +0.3%
SI
1006
Seeds Investor
New York
$326K +$331K +1,550 New
AFG
1007
Atomi Financial Group
New York
$325K +$329K +1,544 New
MA
1008
MKT Advisors
California
$324K +$213 +1 +0.1%
DWM
1009
Drive Wealth Management
Utah
$324K +$13.4K +63 +4%
CG
1010
Clarus Group
Texas
$323K +$327K +1,534 New
HAIM
1011
Hunter Associates Investment Management
Pennsylvania
$321K – – –
WF
1012
WoodTrust Financial
Wisconsin
$317K – – –
GWA
1013
Geometric Wealth Advisors
District of Columbia
$316K – – –
FAFN
1014
First Affirmative Financial Network
Colorado
$315K +$28.6K +134 +10%
KWM
1015
Koa Wealth Management
California
$311K +$315K +1,477 New
WSTAM
1016
Wilbanks Smith & Thomas Asset Management
Virginia
$310K +$27.3K +128 +10%
VA
1017
Valmark Advisers
Ohio
$309K +$313K +1,469 New
KWAG
1018
Kiely Wealth Advisory Group
North Carolina
$309K +$320K +1,500 New
CC
1019
Chicago Capital
Illinois
$306K +$68.9K +323 +29%
PTC
1020
Philadelphia Trust Company
Pennsylvania
$306K +$310K +1,455 New
IA
1021
IFP Advisors
Florida
$304K -$78.5K -368 -20%
DT
1022
Diversified Trust
Tennessee
$303K -$375K -1,756 -55%
SIG
1023
Stonegate Investment Group
Alabama
$301K -$63.4K -297 -17%
AO
1024
Advisor OS
Illinois
$301K +$61.7K +289 +25%
FDCDDQ
1025
Federation des caisses Desjardins du Quebec
Quebec, Canada
$297K +$76.4K +358 +34%
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