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CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
AFA
1026
AA Financial Advisors
Ohio
$346K +$338K +1,607 New
MA
1027
MKT Advisors
California
$345K -$210 -1 -0.1%
WFI
1028
West Family Investments
California
$341K -$8.61K -41 -3%
FAFN
1029
First Affirmative Financial Network
Colorado
$339K +$16.6K +79 +5%
IA
1030
IFP Advisors
Florida
$339K +$26.9K +128 +9%
Empower Advisory Group
1031
Empower Advisory Group
Colorado
$337K +$329K +1,567 New
TWP
1032
Tower Wealth Partners
Pennsylvania
$336K -$16.4K -78 -5%
AFG
1033
Atomi Financial Group
New York
$336K +$3.15K +15 +1%
LIM
1034
Lagoda Investment Management
New York
$334K +$42K +200 +15%
WA
1035
Wealth Alliance
New York
$329K +$121K +575 +60%
VA
1036
Valmark Advisers
Ohio
$329K +$12.2K +58 +4%
CIC
1037
Chilton Investment Company
Connecticut
$327K +$35.7K +170 +13%
RPWA
1038
Regent Peak Wealth Advisors
Georgia
$326K -$34.2K -163 -10%
GWA
1039
Geometric Wealth Advisors
District of Columbia
$323K
SEA
1040
Stegent Equity Advisors
Texas
$321K +$313K +1,491 New
BWP
1041
BSW Wealth Partners
Colorado
$320K +$60.9K +290 +24%
SAM
1042
Shell Asset Management
Netherlands
$320K -$10.5K -50 -3%
LSA
1043
Leonteq Securities AG
Switzerland
$320K -$21.6K -103 -6%
WSTAM
1044
Wilbanks Smith & Thomas Asset Management
Virginia
$320K +$2.94K +14 +1%
KWAG
1045
Kiely Wealth Advisory Group
North Carolina
$318K
TC
1046
TownSquare Capital
Utah
$316K +$309K +1,469 New
CW
1047
CreativeOne Wealth
Kansas
$315K +$307K +1,463 New
NAS
1048
Nicolet Advisory Services
Wisconsin
$314K +$41K +195 +15%
JIC
1049
Joel Isaacson & Co
New York
$313K +$306K +1,455 New
PTC
1050
Philadelphia Trust Company
Pennsylvania
$313K