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CME Group
CME

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
1101
Prelude Capital Management
New York
$434K +$11.3K +46 +3%
VAG
1102
VisionPoint Advisory Group
Texas
$431K +$22.4K +91 +6%
LFG
1103
Larson Financial Group
Missouri
$430K -$302K -1,223 -43%
LT
1104
Legacy Trust
Michigan
$430K – – –
APG
1105
Abacus Planning Group
South Carolina
$427K +$7.65K +31 +2%
EA
1106
Everpar Advisors
Oklahoma
$427K -$43.7K -177 -10%
AUB
1107
Atlantic Union Bankshares
Virginia
$424K -$10.1K -41 -3%
PTC
1108
Philadelphia Trust Company
Pennsylvania
$424K +$35.8K +145 +10%
EL
1109
Essex LLC
Illinois
$422K -$12.8K -52 -3%
GF
1110
Gries Financial
Ohio
$420K -$32.3K -131 -8%
CSIC
1111
Clifford Swan Investment Counsel
California
$420K – – –
IA
1112
IFP Advisors
Florida
$417K -$146K -592 -27%
AWAU
1113
Alliance Wealth Advisors (Utah)
Utah
$416K -$27.6K -112 -7%
SEA
1114
Stegent Equity Advisors
Texas
$415K -$49.3K -200 -11%
LAM
1115
L2 Asset Management
Massachusetts
$409K +$39.5K +160 +12%
VA
1116
Valmark Advisers
Ohio
$407K -$1.23K -5 -0.3%
SEIA
1117
Signature Estate & Investment Advisors
California
$406K -$39.7K -161 -10%
MA
1118
MKT Advisors
California
$405K – – –
GS
1119
GTS Securities
Florida
$404K -$374K -1,518 -50%
EWA
1120
EverSource Wealth Advisors
Alabama
$403K +$118K +479 +46%
GWA
1121
Geometric Wealth Advisors
District of Columbia
$398K – – –
MCM
1122
Manchester Capital Management
Vermont
$397K +$46.4K +188 +14%
PPWP
1123
Premier Path Wealth Partners
New Jersey
$394K +$19K +77 +5%
WA
1124
Wealth Alliance
New York
$394K +$14.3K +58 +4%
MA
1125
MONECO Advisors
Connecticut
$392K -$80.2K -325 -18%
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45
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