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CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
RFW
1226
Rainier Family Wealth
Washington
$284K
TAM
1227
Titleist Asset Management
Texas
$284K +$264K +1,070 New
MW
1228
MBL Wealth
North Carolina
$283K -$60.4K -245 -19%
BSHC
1229
Breed's Hill Capital
Massachusetts
$282K
IFG
1230
Independent Financial Group
California
$282K +$34K +138 +15%
CFC
1231
Coyle Financial Counsel
Illinois
$281K -$10.6K -43 -4%
SIC
1232
SFE Investment Counsel
California
$281K +$261K +1,059 New
TPW
1233
Talon Private Wealth
Florida
$280K -$125K -505 -32%
BB
1234
Berkshire Bank
Massachusetts
$280K
TCOTS
1235
Trust Company of the South
North Carolina
$279K +$4.69K +19 +2%
HPC
1236
HM Payson & Co
Maine
$279K +$36.8K +149 +17%
Hudson Bay Capital Management
1237
Hudson Bay Capital Management
Connecticut
$279K +$259K +1,050 New
BPAMU
1238
BTG Pactual Asset Management US
New York
$278K -$383K -1,551 -60%
DT
1239
Diversified Trust
Tennessee
$278K +$258K +1,047 New
HAIM
1240
Hunter Associates Investment Management
Pennsylvania
$276K -$24.2K -98 -9%
V
1241
VeraBank
Texas
$276K
QL
1242
Quarry LP
New York
$274K +$254K +1,031 New
UB
1243
Umpqua Bank
Oregon
$272K +$4.93K +20 +2%
IF
1244
Intrua Financial
Texas
$272K +$24.9K +101 +11%
AZ
1245
Alpha Zero
Florida
$268K -$18.7K -76 -7%
WCG
1246
Weaver Consulting Group
California
$268K
NI
1247
Natural Investments
California
$268K +$8.39K +34 +3%
MFWP
1248
Mosaic Family Wealth Partners
Missouri
$268K
PAG
1249
Poinciana Advisors Group
Florida
$267K -$188K -762 -43%
ARC
1250
Advisor Resource Council
Texas
$266K +$248K +1,005 New