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CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
1176
Gibbs Wealth Management
Georgia
$336K +$41.7K +169 +15%
CAL
1177
Capital Advisors Ltd
Ohio
$332K -$6.66K -27 -2%
PWMG
1178
Prestige Wealth Management Group
New Jersey
$331K +$4.69K +19 +2%
SIMG
1179
Stephens Investment Management Group
Texas
$331K – – –
AWA
1180
AGH Wealth Advisors
Kansas
$331K +$1.97K +8 +0.6%
BFIM
1181
Beese Fulmer Investment Management
Ohio
$329K – – –
BAM
1182
Berkshire Asset Management
Pennsylvania
$329K +$287K +1,165 New
KWA
1183
Kingswood Wealth Advisors
California
$328K -$47.1K -191 -13%
SMA
1184
Sage Mountain Advisors
Georgia
$328K -$22.9K -93 -7%
IIA
1185
ICW Investment Advisors
Arizona
$325K +$20K +81 +7%
FMII
1186
Farmers & Merchants Investments Inc
Nebraska
$324K – – –
DC
1187
DeDora Capital
California
$324K +$301K +1,221 New
GM
1188
GeoWealth Management
Illinois
$324K -$148K -602 -33%
RHAM
1189
Round Hill Asset Management
California
$323K – – –
PFS
1190
Prospera Financial Services
Texas
$321K -$3.95K -16 -1%
JIC
1191
Joel Isaacson & Co
New York
$321K – – –
FCP
1192
Fidelis Capital Partners
Florida
$321K +$27.4K +111 +10%
NAS
1193
Nicolet Advisory Services
Wisconsin
$320K +$43.2K +175 +16%
NFG
1194
Nadler Financial Group
Illinois
$320K +$2.47K +10 +0.8%
BJL
1195
Brighton Jones LLC
Washington
$320K +$297K +1,206 New
ST
1196
Sentinel Trust
Texas
$318K -$94.5K -383 -24%
MPM
1197
MBB Public Markets
Illinois
$317K +$295K +1,195 New
AFP
1198
Ausdal Financial Partners
Iowa
$316K +$293K +1,189 New
SCM
1199
Sebold Capital Management
Illinois
$315K – – –
CM
1200
Cercano Management
Washington
$313K -$30.3K -123 -9%