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CME Group
CME

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
701
Alera Investment Advisors
Illinois
$680K +$13.4K +61 +2%
FHA
702
Flagship Harbor Advisors
Massachusetts
$680K +$144K +654 +28%
MWM
703
Meridian Wealth Management
Kentucky
$672K +$51.3K +233 +9%
GAAM
704
Guinness Atkinson Asset Management
California
$668K -$42.2K -192 -6%
ABLA
705
Alan B. Lancz & Associates
Ohio
$668K +$644K +2,925 New
BCWM
706
Bartlett & Co Wealth Management
Ohio
$667K +$594K +2,700 +1,500%
BC
707
Bartlett & Co
Ohio
$667K +$594K +2,700 +1,500%
PA
708
Parallel Advisors
California
$660K +$97.7K +444 +18%
RWA
709
Redmont Wealth Advisors
Illinois
$660K +$636K +2,890 New
AWM
710
Aevitas Wealth Management
Massachusetts
$657K – – –
GFP
711
Gryphon Financial Partners
Ohio
$647K +$55.9K +254 +10%
MCWA
712
Meadow Creek Wealth Advisors
Georgia
$647K +$623K +2,830 New
CT
713
Coastline Trust
Rhode Island
$640K – – –
SI
714
Saxon Interests
Texas
$634K +$624K +2,837 New
VCM
715
Vivaldi Capital Management
Illinois
$632K +$440 +2 +0.1%
AC
716
ASB Consultores
Florida
$616K +$594K +2,698 New
FFA
717
First Foundation Advisors
California
$606K +$37.8K +172 +7%
RFA
718
Resurgent Financial Advisors
Georgia
$604K +$582K +2,643 New
LB
719
Legacy Bridge
Iowa
$598K +$8.8K +40 +2%
ASN
720
Advisory Services Network
Georgia
$598K +$57.9K +263 +11%
CIM
721
Chiron Investment Management
New York
$585K -$17.8M -80,774 -97%
HI
722
Horizon Investments
North Carolina
$581K +$46.6K +212 +9%
DMBA
723
Deseret Mutual Benefit Administrators
Utah
$579K – – –
CCG
724
Chatham Capital Group
Georgia
$578K +$557K +2,530 New
AG
725
AIA Group
Hong Kong
$577K +$555K +2,524 New
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