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CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
VC
1676
Vestor Capital
Illinois
$1.01K -$14M -50,598 -85%
POIA
1677
Pin Oak Investment Advisors
Texas
$1K +$830 +3 New
WFA
1678
West Financial Advisors
Iowa
$884 +$1.11K +4 New
Q1WB
1679
Quest 10 Wealth Builders
Virginia
$883
SWAG
1680
Spectrum Wealth Advisory Group
California
$683 +$830 +3 New
SA
1681
Seneschal Advisors
Washington
$663
BIM
1682
Breakwater Investment Management
Washington
$663 +$277 +1 +50%
WETS
1683
Wealth Enhancement Trust Services
South Dakota
$662 -$51.7K -187 -98%
EFMH
1684
E Fund Management (HK)
Hong Kong
$662
LAM
1685
Lummis Asset Management
Texas
$662
DF
1686
DecisionPoint Financial
Arizona
$462 -$553 -2 -50%
RWS
1687
Retirement Wealth Solutions
Wisconsin
$442 -$830 -3 -60%
ECA
1688
Elevated Capital Advisors
Utah
$442
PJC
1689
Phillip James Consulting
Minnesota
$442
RPA
1690
Redwood Park Advisors
California
$442
CI
1691
Cordant Inc
Oregon
$365 +$553 +2 New
HHGA
1692
Halbert Hargrove Global Advisors
California
$281 +$277 +1 New
SWA
1693
SOA Wealth Advisors
New York
$261 -$830 -3 -75%
BHWM
1694
Beaird Harris Wealth Management
Texas
$243
3FI
1695
3 Factor Indexing
California
$221
MCA
1696
Maryland Capital Advisors
Maryland
$221 +$277 +1 New
MWM
1697
Mosley Wealth Management
California
$221 +$277 +1 New
DWM
1698
Darwin Wealth Management
Florida
$196
GQG Partners
1699
GQG Partners
Florida
-$776M -2,625,795 Closed
ECU
1700
Egerton Capital (UK)
United Kingdom
-$349M -1,182,907 Closed