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CME Group
CME

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1151
Silvercrest Asset Management
New York
$533K -$471K -1,585 -47%
PCS
1152
Personal CFO Solutions
New Jersey
$532K +$31.8K +107 +6%
RFS
1153
Richardson Financial Services
Massachusetts
$531K -$9.51K -32 -2%
AFGAS
1154
Allegiance Financial Group Advisory Services
Virginia
$528K -$2.97K -10 -0.6%
OIA
1155
OneDigital Investment Advisors
Kansas
$524K -$95K -320 -15%
RFA
1156
Reyes Financial Architecture
California
$524K -$50.2K -169 -9%
BOJHT
1157
Bank of Jackson Hole Trust
Wyoming
$520K +$9.21K +31 +2%
DWM
1158
Ducere Wealth Management
California
$518K -$11.9K -40 -2%
LOWM
1159
Laurel Oak Wealth Management
New Jersey
$515K +$518K +1,744 New
FPB
1160
First PREMIER Bank
South Dakota
$515K – – –
NB
1161
Nicolet Bankshares
Wisconsin
$512K +$512K +1,725 New
DWM
1162
Drive Wealth Management
Utah
$512K +$18.7K +63 +4%
GM
1163
GeoWealth Management
Illinois
$508K +$121K +408 +31%
FMC
1164
First Merchants Corp
Indiana
$504K – – –
OCM
1165
Orion Capital Management
California
$501K – – –
MWC
1166
MBM Wealth Consultants
Missouri
$501K +$34.5K +116 +7%
FCP
1167
Fidelis Capital Partners
Florida
$500K +$30K +101 +6%
HCP
1168
Hexagon Capital Partners
Arkansas
$500K +$503K +1,693 New
HI
1169
Harbour Investments
Wisconsin
$499K +$128K +430 +34%
QWP
1170
Quotient Wealth Partners
Texas
$499K -$17.5K -59 -3%
1SB
1171
1ST Source Bank
Indiana
$496K +$15.7K +53 +3%
TCM
1172
Tributary Capital Management
Nebraska
$495K -$10.4K -35 -2%
LWL
1173
Leo Wealth LLC
Texas
$494K +$50.5K +170 +11%
NB
1174
NBT Bank
New York
$492K +$11.3K +38 +2%
SS
1175
SBI Securities
Japan
$491K -$36.2K -122 -7%
45 46
47
48 49