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CME Group
CME

Name Holding Trade Value Shares
Change 		Change in
Stake
TP
1076
TritonPoint Partners
Maryland
$680K +$200K +673 +41%
CPA
1077
Capital Performance Advisors
California
$679K -$1.78K -6 -0.3%
SAG
1078
SageView Advisory Group
California
$677K -$2M -6,744 -75%
EL
1079
Essex LLC
Illinois
$674K +$891 +3 +0.1%
RIG
1080
RiverFront Investment Group
Virginia
$670K +$113K +379 +20%
SWA
1081
Sax Wealth Advisors
New Jersey
$670K -$10.7K -36 -1%
CWP
1082
Cyndeo Wealth Partners
Florida
$669K +$14.6K +49 +2%
MIM
1083
Manitou Investment Management
Ontario, Canada
$667K -$492K -1,656 -42%
PVI
1084
Pine Valley Investments
New Jersey
$666K +$6.54K +22 +1%
BIG
1085
Brookwood Investment Group
Arizona
$663K +$667K +2,246 New
SAM
1086
Sompo Asset Management
Japan
$659K – – –
CFFP
1087
Center for Financial Planning
Michigan
$657K +$15.1K +51 +2%
RA
1088
RFG Advisory
Alabama
$655K -$613K -2,064 -48%
VAM
1089
Verity Asset Management
North Carolina
$651K +$53.5K +180 +9%
TWM
1090
TRB Wealth Management
Texas
$651K +$655K +2,204 New
HWMG
1091
Harbour Wealth Management Group
South Carolina
$639K +$63.6K +214 +11%
AWM
1092
Adams Wealth Management
Utah
$639K +$76.3K +257 +13%
EWM
1093
Evercore Wealth Management
New York
$638K – – –
PFBT
1094
Parkside Financial Bank & Trust
Missouri
$634K +$26.7K +90 +4%
HWAM
1095
Hennion & Walsh Asset Management
New Jersey
$632K -$2.08K -7 -0.3%
UIM
1096
Unified Investment Management
Georgia
$629K -$16.6K -56 -3%
AGA
1097
Accuvest Global Advisors
Utah
$627K +$631K +2,124 New
LAM
1098
L2 Asset Management
Massachusetts
$623K +$73.7K +248 +13%
CWM
1099
Calamos Wealth Management
Illinois
$622K -$8.61K -29 -1%
IC
1100
Inscription Capital
Texas
$620K +$10.1K +34 +2%
42 43
44
45 46