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CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
1451
Plante Moran Financial Advisors
Michigan
$86.2K +$816 +3 +0.9%
RFP
1452
Root Financial Partners
California
$83.3K +$83.8K +308 New
PC
1453
Promus Capital
Illinois
$82.9K
KC
1454
Knuff & Co
California
$81.1K
BGAI
1455
Bruce G. Allen Investments
Colorado
$80.8K +$5.17K +19 +7%
CIAM
1456
Caitong International Asset Management
Hong Kong
$80.5K -$39.2K -144 -33%
EWM
1457
Evermay Wealth Management
Virginia
$78.4K -$29.9K -110 -28%
YDMI
1458
Y.D. More Investments
Israel
$77.8K -$10.6K -39 -12%
WPA
1459
Wealth Preservation Advisors
Tennessee
$75.9K -$272 -1 -0.4%
LCM
1460
Logan Capital Management
Pennsylvania
$75.6K
CVM
1461
Cheviot Value Management
California
$74.6K
LP
1462
LMR Partners
United Kingdom
$74.3K -$461K -1,694 -86%
AGWCA
1463
Annis Gardner Whiting Capital Advisors
Florida
$70K -$74K -272 -51%
CCM
1464
Chilton Capital Management
Texas
$68.6K -$34.6K -127 -33%
Kayne Anderson Rudnick Investment Management
1465
Kayne Anderson Rudnick Investment Management
California
$68.1K +$1.09K +4 +2%
CTB
1466
Country Trust Bank
Illinois
$67.5K
CSPIA
1467
Cary Street Partners Investment Advisory
Virginia
$67K +$4.35K +16 +7%
MA
1468
Montag & Associates
Georgia
$65.9K +$5.17K +19 +8%
MEG
1469
Millstone Evans Group
Colorado
$64.3K -$16.9K -62 -21%
WA
1470
WPG Advisers
Maryland
$63.8K -$9.79K -36 -13%
FNWA
1471
Financial Network Wealth Advisors
Utah
$61.8K +$272 +1 +0.4%
BC
1472
Barrett & Company
Rhode Island
$60.8K
RA
1473
Rise Advisors
New York
$59.4K +$1.09K +4 +2%
JWM
1474
JPL Wealth Management
Colorado
$57.9K +$58.2K +214 New
AW
1475
Avion Wealth
Texas
$57K -$3.27K -12 -5%