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CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
PBK
1051
Peoples Bank (Kansas)
Kansas
$577K -$513K -1,885 -47%
TIM
1052
Tevis Investment Management
Texas
$576K +$2.72K +10 +0.5%
FA
1053
Fedenia Advisers
Wisconsin
$574K +$10.3K +38 +2%
CWP
1054
Cyndeo Wealth Partners
Florida
$574K -$16.9K -62 -3%
MWA
1055
Meridian Wealth Advisors
Texas
$574K -$19.9K -73 -3%
MWM
1056
Meridian Wealth Management
Kentucky
$573K -$5.44K -20 -0.9%
NP
1057
Ninepoint Partners
Ontario, Canada
$573K
LFG
1058
Larson Financial Group
Missouri
$571K +$94.4K +347 +20%
AFGAS
1059
Allegiance Financial Group Advisory Services
Virginia
$569K -$4.9K -18 -0.8%
ACGA
1060
Atlanta Consulting Group Advisors
Georgia
$569K +$61.2K +225 +12%
WIA
1061
Wetzel Investment Advisors
Indiana
$566K -$4.08K -15 -0.7%
SOS
1062
Silver Oak Securities
Tennessee
$560K +$564K +2,074 New
KWM
1063
Keebeck Wealth Management
Illinois
$559K +$37K +136 +7%
EC
1064
EntryPoint Capital
New York
$554K +$264K +969 +90%
EWA
1065
EverSource Wealth Advisors
Alabama
$551K -$25K -92 -4%
IC
1066
Inscription Capital
Texas
$551K +$14.1K +52 +3%
TWM
1067
Trueblood Wealth Management
Ohio
$551K +$30.2K +111 +6%
JCM
1068
Jacobi Capital Management
Pennsylvania
$550K +$5.71K +21 +1%
AWA
1069
AGH Wealth Advisors
Kansas
$549K +$128K +469 +30%
ABLA
1070
Alan B. Lancz & Associates
Ohio
$547K
SACTSONJ
1071
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$540K
IFG
1072
Independent Financial Group
California
$539K -$521K -1,914 -49%
EHAM
1073
Eagle Harbor Asset Management
Washington
$537K
SFC
1074
SYM Financial Corp
Indiana
$536K -$140K -513 -21%
AWE
1075
Avidian Wealth Enterprises
Texas
$535K +$43K +158 +9%