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CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
HBT
1001
Heartland Bank & Trust
Illinois
$857K +$36.8K +124 +4%
IA
1002
IFP Advisors
Florida
$857K +$319K +1,074 +59%
KWM
1003
Keebeck Wealth Management
Illinois
$851K +$223K +750 +35%
PP
1004
PDS Planning
Ohio
$851K +$38.9K +131 +5%
AWA
1005
Aaron Wealth Advisors
Illinois
$851K +$20.2K +68 +2%
SC
1006
Sepio Capital
Utah
$847K +$50.5K +170 +6%
TCIIS
1007
TIAA-CREF Individual & Institutional Services
New York
$844K +$849K +2,857 New
OCA
1008
OpenArc Corporate Advisory
Georgia
$843K +$413K +1,389 +95%
AC
1009
AlphaCore Capital
California
$840K +$95.6K +322 +13%
WFG
1010
Wills Financial Group
Virginia
$839K -$12.5K -42 -1%
BOPW
1011
Brandywine Oak Private Wealth
Pennsylvania
$832K -$65K -219 -7%
CT
1012
Coastline Trust
Rhode Island
$827K
RWP
1013
RWA Wealth Partners
Massachusetts
$827K -$61.2K -206 -7%
LFA
1014
Legacy Financial Advisors
Kentucky
$824K -$45.7K -154 -5%
BBFA
1015
Brindle & Bay Financial Advisors
Texas
$822K +$28.2K +95 +4%
DAS
1016
Dynamic Advisor Solutions
Arizona
$822K +$94.8K +319 +13%
MS
1017
Millington Securities
New Jersey
$821K +$826K +2,781 New
WI
1018
WBI Investments
New Jersey
$821K +$826K +2,781 New
MMPW
1019
Mitchell McLeod Pugh & Williams
Alabama
$821K +$7.43K +25 +0.9%
VSQM
1020
V-Square Quantitative Management
Illinois
$818K +$10.1K +34 +1%
PL
1021
Perpetual Ltd
Australia
$818K +$23.2K +78 +3%
FMI
1022
F/M Investments
District of Columbia
$817K -$756K -2,544 -48%
EWA
1023
EverSource Wealth Advisors
Alabama
$817K +$234K +787 +40%
GS
1024
GTS Securities
Florida
$813K -$784K -2,640 -49%
SSCM
1025
Sovereign's Capital Management
Georgia
$806K -$57K -192 -7%