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CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
OIA
1076
OneDigital Investment Advisors
Kansas
$572K +$33.4K +123 +6%
WIA
1077
Wetzel Investment Advisors
Indiana
$568K -$3.8K -14 -0.7%
IC
1078
Inscription Capital
Texas
$564K +$7.07K +26 +1%
JCM
1079
Jacobi Capital Management
Pennsylvania
$563K +$7.61K +28 +1%
PFBT
1080
Parkside Financial Bank & Trust
Missouri
$562K +$75.8K +279 +16%
SFC
1081
SYM Financial Corp
Indiana
$560K +$17.9K +66 +3%
FAM
1082
Formidable Asset Management
Ohio
$556K -$171K -629 -23%
DWM
1083
Destination Wealth Management
California
$555K +$552K +2,032 New
MWM
1084
Meridian Wealth Management
Kentucky
$555K -$24.5K -90 -4%
ABLA
1085
Alan B. Lancz & Associates
Ohio
$553K
VAM
1086
Verity Asset Management
North Carolina
$553K +$214K +789 +64%
APW
1087
Aventura Private Wealth
Florida
$549K -$96.7K -356 -15%
PCM
1088
Penserra Capital Management
California
$547K +$11.1K +41 +2%
SACTSONJ
1089
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$546K
1WM
1090
1900 Wealth Management
Texas
$546K +$11.1K +41 +2%
LB
1091
Legacy Bridge
Iowa
$545K +$4.35K +16 +0.8%
FNT
1092
First Nebraska Trust
Nebraska
$544K +$9.78K +36 +2%
CGL
1093
Clarius Group LLC
Washington
$542K +$2.45K +9 +0.5%
EWA
1094
EverSource Wealth Advisors
Alabama
$540K -$17.1K -63 -3%
JIP
1095
Jaffetilchin Investment Partners
Florida
$539K -$221K -812 -29%
MWA
1096
Meridian Wealth Advisors
Texas
$538K -$41K -151 -7%
TWM
1097
Thrive Wealth Management
Pennsylvania
$537K +$101K +373 +23%
AOI
1098
Auto-Owners Insurance
Michigan
$535K
HWMG
1099
Harbour Wealth Management Group
South Carolina
$532K +$530K +1,949 New
EHAM
1100
Eagle Harbor Asset Management
Washington
$532K -$10.9K -40 -2%