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CME Group
CME

Name Holding Trade Value Shares
Change 		Change in
Stake
BCA
1051
Bay Colony Advisors
Massachusetts
$628K +$186K +686 +43%
QWM
1052
Quadcap Wealth Management
Texas
$625K +$13K +48 +2%
EL
1053
Essex LLC
Illinois
$623K +$12.2K +45 +2%
TWP
1054
Tyche Wealth Partners
Texas
$621K +$618K +2,273 New
TWM
1055
Trueblood Wealth Management
Ohio
$616K +$59K +217 +11%
PVI
1056
Pine Valley Investments
New Jersey
$610K -$27.7K -102 -4%
SAM
1057
Sompo Asset Management
Japan
$609K -$125K -460 -17%
VFA
1058
Voya Financial Advisors
Connecticut
$608K -$11.7K -43 -2%
TC
1059
TownSquare Capital
Utah
$607K +$75.5K +278 +14%
CT
1060
Chicago Trust
Illinois
$606K +$2.72K +10 +0.5%
CWP
1061
Cyndeo Wealth Partners
Florida
$605K +$25K +92 +4%
SVWAG
1062
Sound View Wealth Advisors Group
Georgia
$604K -$11.4K -42 -2%
UIM
1063
Unified Investment Management
Georgia
$597K +$12.8K +47 +2%
ICM
1064
Intrepid Capital Management
Florida
$596K – – –
CFFP
1065
Center for Financial Planning
Michigan
$593K -$21.2K -78 -3%
SDIC
1066
South Dakota Investment Council
South Dakota
$593K -$54.3K -200 -8%
EWM
1067
Evercore Wealth Management
New York
$590K -$4.62K -17 -0.8%
RIL
1068
Rothschild Investment LLC
Illinois
$588K +$5.16K +19 +0.9%
HWAM
1069
Hennion & Walsh Asset Management
New Jersey
$586K -$500K -1,840 -46%
GC
1070
Guidance Capital
Kentucky
$584K +$76.9K +283 +16%
CWM
1071
Calamos Wealth Management
Illinois
$583K -$14.7K -54 -2%
KWM
1072
Keebeck Wealth Management
Illinois
$582K +$17.1K +63 +3%
CRI
1073
Commonwealth Retirement Investments
Virginia
$580K -$28K -103 -5%
TIM
1074
Tevis Investment Management
Texas
$576K – – –
PBK
1075
Peoples Bank (Kansas)
Kansas
$572K -$10.9K -40 -2%
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43
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