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CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
TWP
1176
Triad Wealth Partners
Kansas
$488K +$59.1K +199 +14%
WF
1177
WoodTrust Financial
Wisconsin
$487K
FMP
1178
Financial Management Professionals
Texas
$486K +$7.72K +26 +2%
SIA
1179
SkyView Investment Advisors
New Jersey
$486K +$157K +527 +47%
T
1180
Tableaux
Massachusetts
$485K +$487K +1,641 New
WAM
1181
Wakefield Asset Management
Colorado
$484K -$4.75K -16 -1%
SWRP
1182
Summit Wealth & Retirement Planning
California
$483K
WAP
1183
Wealthcare Advisory Partners
Pennsylvania
$483K +$5.94K +20 +1%
LWM
1184
LightSquare Wealth Management
Michigan
$483K +$485K +1,634 New
NDBT
1185
North Dallas Bank & Trust
Texas
$482K -$10.4K -35 -2%
LA
1186
Lifeworks Advisors
Michigan
$481K +$5.64K +19 +1%
CSIC
1187
Clifford Swan Investment Counsel
California
$478K
Connor, Clark & Lunn Investment Management (CC&L)
1188
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$476K +$47.5K +160 +11%
SFS
1189
Sowell Financial Services
Arkansas
$476K -$63K -212 -12%
SOAMC
1190
Spirit of America Management Corp
New York
$474K +$59.4K +200 +14%
IP
1191
Intellectus Partners
California
$471K +$4.16K +14 +0.9%
AUB
1192
Atlantic Union Bankshares
Virginia
$467K -$42.8K -144 -8%
BWA
1193
Basecamp Wealth Advisors
Washington
$467K -$26.1K -88 -5%
ABLA
1194
Alan B. Lancz & Associates
Ohio
$465K -$134K -450 -22%
MSWM
1195
Master's Wealth Management
Pennsylvania
$464K +$15.4K +52 +3%
APG
1196
Abacus Planning Group
South Carolina
$460K -$5.94K -20 -1%
BEC
1197
Blue Edge Capital
Virginia
$460K
RS
1198
R Squared
Hong Kong
$455K -$1.3M -4,363 -74%
TWM
1199
Thrive Wealth Management
Pennsylvania
$455K -$127K -427 -22%
CFG
1200
Certior Financial Group
Pennsylvania
$454K +$457K +1,537 New