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CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
AU
1376
AlphaGrep UK
$283K -$514K -1,730 -64%
BHPW
1377
Beverly Hills Private Wealth
California
$281K +$6.54K +22 +2%
PFA
1378
Pure Financial Advisors
California
$281K +$22.9K +77 +9%
CPBTD
1379
Central Pacific Bank - Trust Division
Hawaii
$281K -$17.2K -58 -6%
GWP
1380
Gateway Wealth Partners
Wisconsin
$280K +$281K +946 New
RBC
1381
Romano Brothers & Co
Illinois
$279K -$8.02K -27 -3%
KIA
1382
KCM Investment Advisors
California
$276K +$21.7K +73 +8%
PL
1383
Plancorp LLC
Missouri
$276K +$34.2K +115 +14%
BNA
1384
BankChampaign National Association
Illinois
$275K -$41.9K -141 -13%
MWS
1385
MFA Wealth Services
California
$274K +$6.54K +22 +2%
BTWM
1386
Baker Tilly Wealth Management
Wisconsin
$273K +$275K +926 New
PP
1387
Postrock Partners
Oregon
$273K – – –
CFO
1388
Cambient Family Office
Michigan
$273K +$19K +64 +7%
BWM
1389
Baron Wealth Management
Michigan
$273K +$3.86K +13 +1%
4WM
1390
44 Wealth Management
Oregon
$272K +$274K +922 New
KIG
1391
Kessler Investment Group
Indiana
$272K -$1.19K -4 -0.4%
AA
1392
Ancora Advisors
Ohio
$271K – – –
SWM
1393
Spire Wealth Management
Virginia
$270K +$28.5K +96 +12%
CIA
1394
Capital Investment Advisors
Georgia
$269K +$24.4K +82 +10%
RCAG
1395
Rehmann Capital Advisory Group
Michigan
$269K -$17.2K -58 -6%
VWM
1396
Venturi Wealth Management
Texas
$268K +$270K +908 New
FFG
1397
Fiduciary Financial Group
California
$268K – – –
SEIA
1398
Signature Estate & Investment Advisors
California
$268K -$26.7K -90 -9%
VCM
1399
Versant Capital Management
Arizona
$266K +$116K +390 +76%
CGPCS
1400
Capital Group Private Client Services
California
$264K -$1.19M -3,996 -82%