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CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
MA
1051
MKT Advisors
California
$313K -$3.93K -19 -1%
IF
1052
Insight Folios
North Carolina
$312K -$4.96K -24 -1%
PWPS
1053
Pinnacle Wealth Planning Services
Ohio
$312K -$12.6K -61 -4%
Empower Advisory Group
1054
Empower Advisory Group
Colorado
$309K +$1.03K +5 +0.3%
BWP
1055
BSW Wealth Partners
Colorado
$307K +$15.9K +77 +5%
LIM
1056
Lagoda Investment Management
New York
$305K
RWP
1057
RWA Wealth Partners
Massachusetts
$304K -$201K -974 -39%
PPWP
1058
Premier Path Wealth Partners
New Jersey
$303K +$85.5K +414 +37%
CG
1059
Clarus Group
Texas
$300K -$27.3K -132 -8%
EA
1060
Everpar Advisors
Oklahoma
$300K +$80K +387 +34%
VA
1061
Valmark Advisers
Ohio
$299K -$1.65K -8 -0.5%
WFI
1062
West Family Investments
California
$296K -$16.7K -81 -5%
GWA
1063
Geometric Wealth Advisors
District of Columbia
$295K
WAM
1064
Wakefield Asset Management
Colorado
$293K +$18K +87 +6%
ZB
1065
Zions Bancorporation
Utah
$290K -$127K -616 -29%
PMFA
1066
Plante Moran Financial Advisors
Michigan
$290K +$258K +1,250 +556%
KWAG
1067
Kiely Wealth Advisory Group
North Carolina
$287K -$20.7K -100 -7%
MA
1068
MONECO Advisors
Connecticut
$287K +$56.2K +272 +23%
JIC
1069
Joel Isaacson & Co
New York
$286K
PTC
1070
Philadelphia Trust Company
Pennsylvania
$286K
HWMO
1071
Heritage Wealth Management (Ohio)
Ohio
$286K +$300K +1,454 New
EC
1072
EntryPoint Capital
New York
$285K +$285K +1,381 +1,945%
SIG
1073
Stonegate Investment Group
Alabama
$281K
RPWA
1074
Regent Peak Wealth Advisors
Georgia
$281K -$18.4K -89 -6%
WA
1075
Wealth Alliance
New York
$280K -$21.3K -103 -7%