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CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
PWP
1076
Principle Wealth Partners
Connecticut
$565K +$553 +2 +0.1%
TCIIS
1077
TIAA-CREF Individual & Institutional Services
New York
$558K -$91.8K -332 -12%
EW
1078
Expressive Wealth
Illinois
$557K -$3.6K -13 -0.5%
BIA
1079
Bigelow Investment Advisors
Maine
$556K -$23.2K -84 -3%
PFM
1080
Potomac Fund Management
Florida
$555K +$695K +2,514 New
SWM
1081
SHP Wealth Management
Massachusetts
$552K +$285K +1,029 +70%
SAM
1082
Sompo Asset Management
Japan
$552K +$74.7K +270 +12%
GWM
1083
GDS Wealth Management
Texas
$546K -$12.2K -44 -2%
TWM
1084
Trueblood Wealth Management
Ohio
$543K +$20.5K +74 +3%
EI
1085
Ellevest Inc
New York
$543K +$115K +417 +20%
LWAM
1086
Legacy Wealth Asset Management
Minnesota
$534K -$2.21K -8 -0.3%
VSQM
1087
V-Square Quantitative Management
Illinois
$534K -$97.4K -352 -13%
OL
1088
one8zero8 LLC
North Carolina
$533K – – –
CFP
1089
Catalyst Financial Partners
Massachusetts
$533K -$407K -1,473 -38%
PE
1090
PCM Encore
Colorado
$531K -$70.5K -255 -10%
LSA
1091
Leonteq Securities AG
Switzerland
$530K +$146K +527 +28%
CI
1092
Ceera Investments
Texas
$529K – – –
TC
1093
TownSquare Capital
Utah
$527K -$36.2K -131 -5%
IWM
1094
Iams Wealth Management
Nebraska
$524K +$656K +2,373 New
VAM
1095
Verity Asset Management
North Carolina
$520K +$41.8K +151 +7%
IC
1096
Inscription Capital
Texas
$520K +$70K +253 +12%
E
1097
Evansbrook
Illinois
$517K – – –
BIG
1098
Brookwood Investment Group
Arizona
$517K +$26K +94 +4%
IP
1099
Indivisible Partners
Florida
$515K +$227K +819 +54%
SACTSONJ
1100
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$513K -$32.6K -118 -5%