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CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
SMH
1301
Sanders Morris Harris
Texas
$229K – – –
LWMT
1302
Legacy Wealth Management (Tennessee)
Tennessee
$229K +$213K +863 New
AWM
1303
Aprio Wealth Management
Georgia
$229K +$213K +862 New
WEG
1304
World Equity Group
Illinois
$228K +$212K +861 New
WWC
1305
Waypoint Wealth Counsel
Georgia
$228K +$212K +859 New
HSA
1306
HBK Sorce Advisory
Pennsylvania
$227K +$211K +857 New
VFG
1307
Victory Financial Group
Texas
$227K +$183K +742 New
TFA
1308
Teamwork Financial Advisors
Texas
$226K +$210K +851 New
KRW
1309
Kaufman Rossin Wealth
Florida
$225K +$209K +848 New
SAM
1310
Summit Asset Management
Tennessee
$224K +$208K +845 New
AHL
1311
Abel Hall LLC
Louisiana
$219K +$204K +826 New
TTWM
1312
TCV Trust & Wealth Management
Virginia
$219K +$203K +824 New
Fisher Asset Management
1313
Fisher Asset Management
Washington
$218K -$55.3K -224 -21%
SC
1314
Solstein Capital
California
$218K – – –
BPWM
1315
Badgley Phelps Wealth Managers
Washington
$217K +$202K +819 New
SHJ
1316
Sharkey, Howes & Javer
Colorado
$217K +$202K +819 New
T
1317
Tableaux
Massachusetts
$217K +$202K +819 New
OL
1318
Optas LLC
Texas
$216K +$201K +816 New
MFG
1319
Magnus Financial Group
New York
$216K -$99.7K -404 -33%
WWM
1320
Western Wealth Management
Colorado
$213K +$198K +804 New
GSWA
1321
Good Steward Wealth Advisors
Tennessee
$212K +$197K +799 New
LSIA
1322
LaSalle St. Investment Advisors
Illinois
$211K +$196K +796 New
PW
1323
PUREfi Wealth
Massachusetts
$211K +$196K +795 New
RCA
1324
Resonant Capital Advisors
Wisconsin
$211K +$196K +795 New
SYBT
1325
Stock Yards Bank & Trust
Kentucky
$210K +$195K +792 New