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CME Group
CME

Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
1251
Serenity Investment Advisors
Illinois
$312K – – –
OL
1252
Optas LLC
Texas
$310K +$112K +404 +40%
SFC
1253
SYM Financial Corp
Indiana
$309K -$192K -694 -33%
JWCA
1254
J.W. Cole Advisors
Florida
$309K -$5.53K -20 -1%
AA
1255
Alta Advisers
United Kingdom
$308K – – –
WHCI
1256
W.H. Cornerstone Investments
Massachusetts
$308K +$144K +520 +59%
CNBT
1257
Canandaigua National Bank & Trust
New York
$307K +$384K +1,388 New
CIA
1258
Choate Investment Advisors
Massachusetts
$306K -$17.4K -63 -4%
WWM
1259
Whalen Wealth Management
Nevada
$306K +$383K +1,386 New
CA
1260
Continuum Advisory
Idaho
$306K – – –
MSFS
1261
Main Street Financial Solutions
Pennsylvania
$306K +$383K +1,384 New
AUB
1262
Atlantic Union Bankshares
Virginia
$303K -$58.1K -210 -13%
KIM
1263
Kestra Investment Management
Texas
$302K -$183K -660 -33%
SCM
1264
Sterling Capital Management
North Carolina
$302K +$187K +677 +98%
BCWM
1265
Bartlett & Co Wealth Management
Ohio
$301K -$277 -1 -0.1%
PW
1266
PUREfi Wealth
Massachusetts
$299K -$6.36K -23 -2%
JIC
1267
Joel Isaacson & Co
New York
$297K +$37.3K +135 +11%
WP
1268
Waycross Partners
Kentucky
$297K – – –
WIA
1269
Wetzel Investment Advisors
Indiana
$297K -$46.8K -169 -11%
CWA
1270
Crux Wealth Advisors
California
$293K +$1.66K +6 +0.5%
BCG
1271
BayBridge Capital Group
California
$292K +$106K +384 +41%
OSNBOA
1272
Old Second National Bank of Aurora
Illinois
$292K – – –
CSPIA
1273
Cary Street Partners Investment Advisory
Virginia
$291K +$31.5K +114 +9%
OAG
1274
Oakmont Advisory Group
New Mexico
$291K +$58.4K +211 +19%
CA
1275
Claro Advisors
Massachusetts
$289K -$4.15K -15 -1%
49 50
51
52 53