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CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
MUMSS
1401
Mitsubishi UFJ Morgan Stanley Securities
Japan
$230K +$229K +842 New
SHFG
1402
S Harris Financial Group
Texas
$228K +$227K +836 New
MFG
1403
Magnus Financial Group
New York
$227K +$4.35K +16 +2%
CIA
1404
Capital Investment Advisors
Georgia
$226K -$44K -162 -16%
PFM
1405
Patton Fund Management
Texas
$226K
NPT
1406
Nixon Peabody Trust
Massachusetts
$225K -$5.71K -21 -2%
TTWM
1407
TCV Trust & Wealth Management
Virginia
$225K
BPWM
1408
Badgley Phelps Wealth Managers
Washington
$225K +$1.36K +5 +0.6%
HFS
1409
Howard Financial Services
Texas
$224K +$223K +821 New
PL
1410
Plancorp LLC
Missouri
$224K -$26.1K -96 -10%
SIMG
1411
Stephens Investment Management Group
Texas
$224K +$223K +821 New
IAS
1412
Insigneo Advisory Services
Florida
$224K +$223K +820 New
SHJ
1413
Sharkey, Howes & Javer
Colorado
$224K
SWM
1414
Spire Wealth Management
Virginia
$223K +$9.51K +35 +4%
LSIA
1415
LaSalle St. Investment Advisors
Illinois
$223K +$3.8K +14 +2%
EV
1416
EJMK Ventures
Illinois
$223K +$222K +816 New
WWM
1417
Western Wealth Management
Colorado
$222K -$15.2K -56 -6%
BWP
1418
Baldwin Wealth Partners
Massachusetts
$221K
WA
1419
Waddell & Associates
Tennessee
$221K +$220K +810 New
MCRM
1420
Midway Capital Research & Management
Illinois
$220K +$219K +807 New
TCBWMS
1421
Texas Capital Bank Wealth Management Services
Texas
$220K +$219K +806 New
DBIA
1422
Dumont & Blake Investment Advisors
New Jersey
$220K -$16.8K -62 -7%
CIAM
1423
Caitong International Asset Management
Hong Kong
$219K +$137K +505 +169%
AWM
1424
Atticus Wealth Management
Florida
$217K +$543 +2 +0.3%
MFC
1425
Mechanics Financial Corp
Ohio
$216K