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CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
BSHC
1201
Breed's Hill Capital
Massachusetts
$247K +$244K +1,062 New
BB
1202
Berkshire Bank
Massachusetts
$245K +$243K +1,055 New
NAS
1203
Nicolet Advisory Services
Wisconsin
$244K -$6.67K -29 -3%
IA
1204
IFG Advisory
Georgia
$243K +$241K +1,047 New
Fisher Asset Management
1205
Fisher Asset Management
Washington
$243K +$240K +1,045 New
TCM
1206
Teza Capital Management
Illinois
$242K -$570K -2,479 -70%
V
1207
VeraBank
Texas
$242K
EWA
1208
EverSource Wealth Advisors
Alabama
$241K +$77K +335 +48%
TCOTS
1209
Trust Company of the South
North Carolina
$240K
CCG
1210
Catalina Capital Group
California
$239K +$21.6K +94 +10%
CCA
1211
Catalyst Capital Advisors
New York
$238K -$62.5K -272 -21%
KPPF
1212
Klein Pavlis & Peasley Financial
California
$237K +$4.6K +20 +2%
TPI
1213
Trust Point Inc
Wisconsin
$237K +$16.6K +72 +8%
WCG
1214
Weaver Consulting Group
California
$235K
MFWP
1215
Mosaic Family Wealth Partners
Missouri
$234K
UB
1216
Umpqua Bank
Oregon
$233K
HA
1217
Harbor Advisors
Florida
$232K
FIM
1218
Fruth Investment Management
Texas
$232K
LAM
1219
Longboard Asset Management
Arizona
$229K +$226K +984 New
NI
1220
Natural Investments
California
$227K +$225K +979 New
PAM
1221
Parvin Asset Management
South Dakota
$226K +$224K +975 New
WPP
1222
Whalerock Point Partners
Rhode Island
$226K
EP
1223
Essential Planning
New Hampshire
$224K +$224K +975 New
SIC
1224
Sterling Investment Counsel
New York
$223K
LFG
1225
Lockerman Financial Group
California
$222K -$230 -1 -0.1%