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CME Group
CME

Name Holding Trade Value Shares
Change 		Change in
Stake
WFI
1101
West Family Investments
California
$620K -$233K -785 -27%
SFC
1102
SYM Financial Corp
Indiana
$619K +$13.1K +44 +2%
GAA
1103
Global Assets Advisory
Florida
$618K +$52K +175 +9%
PCM
1104
Penserra Capital Management
California
$613K +$21.4K +72 +4%
CRI
1105
Commonwealth Retirement Investments
Virginia
$610K -$18.1K -61 -3%
SSG
1106
Summit Securities Group
New York
$608K +$156K +524 +34%
IAS
1107
Insigneo Advisory Services
Florida
$605K +$365K +1,229 +150%
DWM
1108
Destination Wealth Management
California
$605K +$4.75K +16 +0.8%
EI
1109
Ellevest Inc
New York
$604K +$32.7K +110 +6%
KIM
1110
Kestra Investment Management
Texas
$599K -$514K -1,731 -46%
JCM
1111
Jacobi Capital Management
Pennsylvania
$598K -$11.6K -39 -2%
IFG
1112
Independent Financial Group
California
$596K +$87K +293 +17%
TWP
1113
Tower Wealth Partners
Pennsylvania
$595K +$29.4K +99 +5%
APW
1114
Aventura Private Wealth
Florida
$594K – – –
VFA
1115
Voya Financial Advisors
Connecticut
$594K -$47.8K -161 -7%
1WM
1116
1900 Wealth Management
Texas
$591K +$891 +3 +0.2%
LB
1117
Legacy Bridge
Iowa
$589K – – –
AWA
1118
AGH Wealth Advisors
Kansas
$589K +$45.1K +152 +8%
HPC
1119
HM Payson & Co
Maine
$586K -$215K -725 -27%
MWM
1120
Meridian Wealth Management
Kentucky
$583K -$16.6K -56 -3%
PPWP
1121
Premier Path Wealth Partners
New Jersey
$583K +$81.4K +274 +16%
FAM
1122
Fulcrum Asset Management
United Kingdom
$580K +$46.9K +158 +9%
JIP
1123
Jaffetilchin Investment Partners
Florida
$579K -$4.75K -16 -0.8%
AOI
1124
Auto-Owners Insurance
Michigan
$579K – – –
FNT
1125
First Nebraska Trust
Nebraska
$577K -$10.7K -36 -2%
43 44
45
46 47