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CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
SR
1426
Swiss Re
Switzerland
$159K +$183K +662 +1,103%
IA
1427
IFG Advisory
Georgia
$158K +$198K +717 New
APFP
1428
Action Point Financial Planning
Michigan
$154K +$194K +701 New
EP
1429
Essential Partners
California
$152K -$198K -716 -51%
LAS
1430
Lloyd Advisory Services
Georgia
$152K -$740K -2,674 -80%
ST
1431
Smithfield Trust
Pennsylvania
$145K – – –
CFO
1432
CVA Family Office
Colorado
$145K -$58.1K -210 -24%
GAMA
1433
Graticule Asia Macro Advisors
New York
$144K +$180K +652 New
BT
1434
Banque Transatlantique
France
$138K – – –
TC
1435
Trust Company
Kansas
$134K -$1.94K -7 -1%
TF
1436
Tompkins Financial
New York
$132K – – –
TCA
1437
Trifecta Capital Advisors
Illinois
$130K – – –
VCM
1438
Versant Capital Management
Arizona
$130K -$86.9K -314 -35%
NONA
1439
Ninety One North America
New York
$128K -$144K -522 -47%
KFAS
1440
Keating Financial Advisory Services
Kansas
$125K +$20.7K +75 +15%
TFM
1441
TFC Financial Management
Massachusetts
$121K +$830 +3 +0.5%
TWD
1442
True Wealth Design
Ohio
$119K +$1.11K +4 +0.7%
CAM
1443
Close Asset Management
United Kingdom
$116K – – –
SPF
1444
South Plains Financial
Texas
$114K – – –
FNWA
1445
Financial Network Wealth Advisors
Utah
$113K -$20.2K -73 -12%
TFIPS
1446
Towarzystwo Funduszy Inwestycyjnych PZU SA
$111K +$14.4K +52 +12%
GKIM
1447
GW&K Investment Management
Massachusetts
$111K -$37.9K -137 -21%
FWA
1448
Flagship Wealth Advisors
Massachusetts
$110K +$138K +500 New
HIIFS
1449
Harel Insurance Investments & Financial Services
Israel
$110K – – –
PS
1450
Pinney & Scofield
Massachusetts
$110K – – –