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CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
GM
1001
GeoWealth Management
Illinois
$387K +$108K +521 +36%
AOI
1002
Auto-Owners Insurance
Michigan
$385K
CFFP
1003
Center for Financial Planning
Michigan
$385K +$16.5K +80 +4%
FNT
1004
First Nebraska Trust
Nebraska
$384K
Jones Financial Companies
1005
Jones Financial Companies
Missouri
$384K +$293K +1,417 +264%
SF
1006
Summit Financial
New Jersey
$384K +$403K +1,951 New
TSS
1007
Two Sigma Securities
New York
$382K -$19.6K -95 -5%
RFS
1008
Richardson Financial Services
Massachusetts
$381K -$107K -518 -21%
AO
1009
Advisor OS
Illinois
$380K -$47.5K -230 -11%
VSQM
1010
V-Square Quantitative Management
Illinois
$379K -$20.5K -99 -5%
LGF
1011
LGT Group Foundation
Liechtenstein
$378K +$220K +1,067 +125%
AC
1012
Avestar Capital
New York
$378K +$113K +548 +40%
1WM
1013
1900 Wealth Management
Texas
$374K +$41.3K +200 +12%
EI
1014
Ellevest Inc
New York
$373K +$107K +519 +38%
ILI
1015
Invesco LLC (Illinois)
Illinois
$369K -$18.2K -88 -4%
WIA
1016
Wetzel Investment Advisors
Indiana
$367K -$148K -716 -30%
BFA
1017
Beaumont Financial Advisors
Massachusetts
$367K -$18.8K -91 -5%
VFA
1018
Valeo Financial Advisors
Indiana
$365K -$15.9K -77 -4%
AWE
1019
Avidian Wealth Enterprises
Texas
$365K +$8.26K +40 +2%
SFG
1020
SNS Financial Group
Minnesota
$361K -$8.26K -40 -2%
SWA
1021
SFMG Wealth Advisors
Texas
$360K -$19.2K -93 -5%
LFA
1022
Legacy Financial Advisors
Kentucky
$360K -$38K -184 -9%
BFEC
1023
Benjamin F. Edwards & Company
Missouri
$356K +$29.3K +142 +9%
FMC
1024
First Merchants Corp
Indiana
$356K +$103K +500 +38%
SAM
1025
Sompo Asset Management
Japan
$350K +$24.8K +120 +7%