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CME Group
CME

Name Holding Trade Value Shares
Change 		Change in
Stake
KCIA
1101
Kingsbury Capital Investment Advisors
Illinois
$512K +$830 +3 +0.1%
KWM
1102
KMT Wealth Management
California
$512K +$642K +2,321 New
EL
1103
Essex LLC
Illinois
$504K +$277 +1 +0%
PVI
1104
Pine Valley Investments
New Jersey
$504K +$7.75K +28 +1%
LAM
1105
L2 Asset Management
Massachusetts
$501K +$43.7K +158 +7%
JMBA
1106
J. M. Brown & Associates
Oklahoma
$499K +$625K +2,261 New
CI
1107
CX Institutional
Indiana
$499K -$84.1K -304 -12%
LS
1108
Livforsakringsbolaget Skandia
Sweden
$498K -$99.6K -360 -14%
SBFM
1109
S-Bank Fund Management
Finland
$494K -$262K -947 -30%
UOTTAIMCU
1110
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$491K +$601K +2,172 +4,177%
CWP
1111
Cyndeo Wealth Partners
Florida
$485K -$19.6K -71 -3%
FC
1112
FORA Capital
Florida
$484K +$606K +2,191 New
AZ
1113
Alpha Zero
Florida
$483K +$165K +598 +44%
TWM
1114
TRB Wealth Management
Texas
$483K -$4.98K -18 -0.8%
LFG
1115
Larson Financial Group
Missouri
$482K -$214K -773 -26%
HWMG
1116
Harbour Wealth Management Group
South Carolina
$482K +$5.26K +19 +0.9%
PCM
1117
Penserra Capital Management
California
$479K +$26K +94 +5%
BFG
1118
Birch Financial Group
New Hampshire
$478K +$69.2K +250 +13%
EWM
1119
Evercore Wealth Management
New York
$477K – – –
SAG
1120
SageView Advisory Group
California
$475K -$39.6K -143 -6%
UIM
1121
Unified Investment Management
Georgia
$475K +$5.81K +21 +1%
MWM
1122
Meridian Wealth Management
Kentucky
$472K +$45.4K +164 +8%
AWA
1123
Aaron Wealth Advisors
Illinois
$472K -$206K -743 -26%
BRWA
1124
B. Riley Wealth Advisors
Florida
$469K -$79.4K -287 -12%
GM
1125
GeoWealth Management
Illinois
$468K +$111K +400 +23%
43 44
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