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CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
BW
1251
BIP Wealth
Georgia
$314K +$394K +1,424 New
AWA
1252
Argos Wealth Advisors
California
$314K +$9.96K +36 +3%
MWM
1253
Maridea Wealth Management
New York
$314K +$149K +538 +61%
WLPWM
1254
Walled Lake Planning & Wealth Management
Illinois
$314K – – –
CFC
1255
Coyle Financial Counsel
Illinois
$314K +$30.4K +110 +8%
Fisher Asset Management
1256
Fisher Asset Management
Washington
$314K +$66.4K +240 +20%
KFS
1257
Keynote Financial Services
Connecticut
$312K -$22.1K -80 -5%
SIA
1258
Serenity Investment Advisors
Illinois
$312K – – –
OL
1259
Optas LLC
Texas
$310K +$112K +404 +40%
SFC
1260
SYM Financial Corp
Indiana
$309K -$192K -694 -33%
JWCA
1261
J.W. Cole Advisors
Florida
$309K -$5.53K -20 -1%
AA
1262
Alta Advisers
United Kingdom
$308K – – –
WHCI
1263
W.H. Cornerstone Investments
Massachusetts
$308K +$144K +520 +59%
CNBT
1264
Canandaigua National Bank & Trust
New York
$307K +$384K +1,388 New
CIA
1265
Choate Investment Advisors
Massachusetts
$306K -$17.4K -63 -4%
WWM
1266
Whalen Wealth Management
Nevada
$306K +$383K +1,386 New
CA
1267
Continuum Advisory
Idaho
$306K – – –
MSFS
1268
Main Street Financial Solutions
Pennsylvania
$306K +$383K +1,384 New
AUB
1269
Atlantic Union Bankshares
Virginia
$303K -$58.1K -210 -13%
KIM
1270
Kestra Investment Management
Texas
$302K -$183K -660 -33%
SCM
1271
Sterling Capital Management
North Carolina
$302K +$187K +677 +98%
BCWM
1272
Bartlett & Co Wealth Management
Ohio
$301K -$277 -1 -0.1%
PW
1273
PUREfi Wealth
Massachusetts
$299K -$6.36K -23 -2%
JIC
1274
Joel Isaacson & Co
New York
$297K +$37.3K +135 +11%
WP
1275
Waycross Partners
Kentucky
$297K – – –