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CME Group
CME

Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
1001
Voya Financial Advisors
Connecticut
$691K -$49.5K -182 -7%
SFC
1002
SYM Financial Corp
Indiana
$688K +$8.97K +33 +1%
SAM
1003
Sompo Asset Management
Japan
$686K +$35.4K +130 +6%
FFM
1004
Fullerton Fund Management
Singapore
$685K – – –
WPA
1005
West Paces Advisors
Georgia
$684K +$11.7K +43 +2%
VAG
1006
VisionPoint Advisory Group
Texas
$684K +$233K +855 +53%
OIA
1007
OneDigital Investment Advisors
Kansas
$683K -$125K -460 -16%
AGP
1008
Aspire Growth Partners
Florida
$679K -$139K -512 -17%
SFI
1009
SPC Financial Inc
Maryland
$676K -$15.5K -57 -2%
BA
1010
Bridgewater Advisors
New York
$676K +$34.8K +128 +5%
VSQM
1011
V-Square Quantitative Management
Illinois
$674K -$90K -331 -12%
SI
1012
Stephens Inc
Arkansas
$672K -$28.6K -105 -4%
ACP
1013
Aviance Capital Partners
Florida
$668K -$4.62K -17 -0.7%
BWP
1014
BSW Wealth Partners
Colorado
$667K +$23.9K +88 +4%
ZBNA
1015
Zions Bancorporation, National Association
Utah
$667K +$6.25K +23 +1%
LWAM
1016
Legacy Wealth Asset Management
Minnesota
$656K – – –
DAS
1017
Dynamic Advisor Solutions
Arizona
$655K -$42.2K -155 -6%
CPA
1018
Capital Performance Advisors
California
$655K +$40.8K +150 +7%
SDIC
1019
South Dakota Investment Council
South Dakota
$653K -$163K -600 -20%
IAIM
1020
International Assets Investment Management
Florida
$652K +$20.7K +76 +3%
EI
1021
Ellevest Inc
New York
$650K +$107K +392 +20%
SWA
1022
Sax Wealth Advisors
New Jersey
$648K +$640K +2,352 New
P
1023
Pitcairn
Pennsylvania
$648K -$113K -416 -15%
I
1024
InceptionR
California
$647K -$1.09M -4,003 -63%
RS
1025
R Squared
Hong Kong
$645K +$636K +2,339 New
39 40
41
42 43