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CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
TCM
1601
Triumph Capital Management
Colorado
$8.61K +$1.11K +4 +11%
FB
1602
First Bancorp
Maine
$8.39K +$10.5K +38 New
CIA
1603
Cape Investment Advisory
Georgia
$8.39K +$10.5K +38 New
AG
1604
AmeriFlex Group
Nevada
$8.19K +$3.32K +12 +48%
GG
1605
Gleason Group
Kentucky
$8.17K +$10.2K +37 New
VWA
1606
Valued Wealth Advisors
Utah
$7.9K -$830 -3 -8%
AP
1607
Atwood & Palmer
Missouri
$7.73K
IAS
1608
IMA Advisory Services
Colorado
$7.73K -$553 -2 -5%
HFS
1609
Hughes Financial Services
Virginia
$7.51K -$553 -2 -6%
BH
1610
Burk Holdings
Oklahoma
$7.29K
SMBT
1611
Southern Michigan Bank & Trust
Michigan
$7.29K
BFPW
1612
BOK Financial Private Wealth
Colorado
$7.07K +$7.19K +26 +433%
AWM
1613
Abound Wealth Management
Tennessee
$6.84K -$3.6K -13 -30%
WB
1614
Webster Bank
Connecticut
$6.4K -$16.6K -60 -67%
CSC
1615
Caldwell Sutter Capital
California
$6.4K
MNA
1616
Manning & Napier Advisors
New York
$6.34K
JFA
1617
JNBA Financial Advisors
Minnesota
$6.18K
TM
1618
Torren Management
California
$6.09K
UFPG
1619
United Financial Planning Group
New York
$5.74K
HIA
1620
Highland Investment Advisors
Florida
$5.74K +$7.19K +26 New
TIAA Trust, National Association
1621
TIAA Trust, National Association
North Carolina
$5.08K -$4.43K -16 -41%
ATC
1622
Adirondack Trust Company
New York
$5.08K
TCM
1623
Timbuktu Capital Management
Massachusetts
$4.76K +$6.09K +22 New
DPW
1624
DiNuzzo Private Wealth
Pennsylvania
$4.64K
CMA
1625
Cedar Mountain Advisors
Oregon
$4.64K +$553 +2 +11%