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CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
1526
Close Asset Management
United Kingdom
$155K -$20.2K -68 -11%
SPF
1527
South Plains Financial
Texas
$152K +$14.9K +50 +11%
QL
1528
Quarry LP
New York
$152K -$222K -747 -59%
Cohen & Steers
1529
Cohen & Steers
New York
$148K – – –
HIIFS
1530
Harel Insurance Investments & Financial Services
Israel
$148K – – –
PS
1531
Pinney & Scofield
Massachusetts
$147K +$148K +498 New
TVWM
1532
Tower View Wealth Management
Wisconsin
$146K – – –
KFAS
1533
Keating Financial Advisory Services
Kansas
$145K -$2.67K -9 -2%
AGWCA
1534
Annis Gardner Whiting Capital Advisors
Florida
$144K +$43.7K +147 +43%
SGK
1535
Steigerwald Gordon & Koch
Virginia
$139K +$2.38K +8 +2%
MIM
1536
MTM Investment Management
South Carolina
$136K – – –
USGIU
1537
U.S. Global Investors (USGI)
Texas
$136K – – –
TFIPS
1538
Towarzystwo Funduszy Inwestycyjnych PZU SA
$133K – – –
GAG
1539
Goodman Advisory Group
Massachusetts
$127K +$81.1K +273 +175%
BCM
1540
Boreal Capital Management
Florida
$124K – – –
CB
1541
CNB Bank
Pennsylvania
$124K – – –
TPWA
1542
Twin Peaks Wealth Advisors
California
$124K +$125K +420 New
IUHSA
1543
Itau Unibanco Holding S.A.
Brazil
$122K +$123K +414 New
Vanguard National Trust
1544
Vanguard National Trust
Pennsylvania
$119K +$120K +404 New
LI
1545
Louisbourg Investments
New Brunswick, Canada
$118K -$19.3K -65 -14%
RFP
1546
Root Financial Partners
California
$116K +$13.7K +46 +13%
SEP
1547
Signature Equity Partners
Ohio
$114K -$7.72K -26 -6%
BTC
1548
Bank & Trust Company
Illinois
$114K – – –
ITIM
1549
Indiana Trust & Investment Management
Indiana
$114K – – –
AIM
1550
Anchor Investment Management
South Carolina
$112K – – –