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CME Group
CME

Name Holding Trade Value Shares
Change 		Change in
Stake
LAM
1301
Longboard Asset Management
Arizona
$266K – – –
MW
1302
MBL Wealth
North Carolina
$264K -$8.98K -33 -3%
LA
1303
Legacy Advisors
Pennsylvania
$264K +$266K +978 New
IIM
1304
Ipswich Investment Management
Massachusetts
$263K +$6.8K +25 +3%
OL
1305
OneFund LLC
Florida
$263K +$10.9K +40 +4%
RBC
1306
Romano Brothers & Co
Illinois
$263K – – –
WPP
1307
Whalerock Point Partners
Rhode Island
$263K – – –
SW
1308
SteelPeak Wealth
California
$262K -$41.6K -153 -14%
UFF
1309
USA Financial Formulas
Michigan
$261K -$35.6K -131 -12%
JWCA
1310
J.W. Cole Advisors
Florida
$260K +$19.9K +73 +8%
KIG
1311
Kessler Investment Group
Indiana
$257K – – –
MGIA
1312
Moneta Group Investment Advisors
Missouri
$256K -$52.5K -193 -17%
WEG
1313
World Equity Group
Illinois
$254K +$21.2K +78 +9%
TWM
1314
Tradition Wealth Management
Minnesota
$254K -$13.1K -48 -5%
WC
1315
Waterloo Capital
Texas
$254K +$255K +939 New
SIC
1316
SFE Investment Counsel
California
$253K – – –
PP
1317
Postrock Partners
Oregon
$250K – – –
BWM
1318
Baron Wealth Management
Michigan
$250K +$6.53K +24 +3%
DWS
1319
Dynamic Wealth Strategies
California
$249K +$20.4K +75 +9%
PL
1320
Plancorp LLC
Missouri
$248K +$23.9K +88 +11%
SSG
1321
Summit Securities Group
New York
$247K +$183K +672 +278%
UB
1322
Umpqua Bank
Oregon
$246K +$1.36K +5 +0.5%
RCP
1323
Rothschild Capital Partners
New York
$246K +$46.3K +170 +23%
BWCS
1324
Beirne Wealth Consulting Services
Connecticut
$246K +$247K +907 New
TPI
1325
Trust Point Inc
Wisconsin
$245K +$247K +908 New
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