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CME Group
CME

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
1476
Arcadia Investment Management
Michigan
$214K – – –
QP
1477
Quilter Plc
United Kingdom
$214K +$215K +723 New
GA
1478
GoalVest Advisory
New York
$213K +$5.35K +18 +3%
OWA
1479
OakTrust Wealth Advisors
Connecticut
$212K -$75.7K -255 -26%
WPW
1480
Waldron Private Wealth
Pennsylvania
$212K +$213K +718 New
WA
1481
Wealth Architects
California
$212K +$213K +718 New
MHR
1482
Matthew Hamilton Rosenberg
$211K – – –
PIA
1483
Pinion Investment Advisors
Kansas
$211K -$62.1K -209 -23%
MFG
1484
Magnus Financial Group
New York
$210K -$34.8K -117 -14%
VPF
1485
Vantage Point Financial
Illinois
$209K +$211K +709 New
CIS
1486
Custom Index Systems
New York
$208K +$209K +705 New
WCM
1487
Wedge Capital Management
North Carolina
$208K +$209K +704 New
RIA
1488
Realta Investment Advisors
Delaware
$208K +$209K +703 New
CFGW
1489
Chancellor Financial Group WB
Pennsylvania
$208K +$209K +703 New
IA
1490
Integrity Alliance
Iowa
$207K +$209K +702 New
RF
1491
Rossby Financial
Florida
$207K +$125K +422 +153%
ZIG
1492
Zullo Investment Group
Pennsylvania
$207K +$208K +700 New
VWA
1493
Visionary Wealth Advisors
Illinois
$204K +$205K +691 New
SCM
1494
Sterling Capital Management
North Carolina
$204K +$2.67K +9 +1%
ST
1495
Spinnaker Trust
Maine
$204K +$205K +690 New
TBT
1496
Texas Bank & Trust
Texas
$203K +$205K +689 New
OCG
1497
Opus Capital Group
Ohio
$203K +$204K +686 New
GIP
1498
Granite Investment Partners
California
$202K +$203K +684 New
JFGLC
1499
Johnson Financial Group LLC (Colorado)
Colorado
$202K +$203K +684 New
CM
1500
Cercano Management
Washington
$202K +$203K +683 New
58 59
60
61 62