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CME Group
CME

Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
701
Flagship Harbor Advisors
Massachusetts
$680K +$144K +654 +28%
MWM
702
Meridian Wealth Management
Kentucky
$672K +$51.3K +233 +9%
GAAM
703
Guinness Atkinson Asset Management
California
$668K -$42.2K -192 -6%
ABLA
704
Alan B. Lancz & Associates
Ohio
$668K +$644K +2,925 New
BCWM
705
Bartlett & Co Wealth Management
Ohio
$667K +$594K +2,700 +1,500%
BC
706
Bartlett & Co
Ohio
$667K +$594K +2,700 +1,500%
PA
707
Parallel Advisors
California
$660K +$97.7K +444 +18%
RWA
708
Redmont Wealth Advisors
Illinois
$660K +$636K +2,890 New
AWM
709
Aevitas Wealth Management
Massachusetts
$657K – – –
GFP
710
Gryphon Financial Partners
Ohio
$647K +$55.9K +254 +10%
MCWA
711
Meadow Creek Wealth Advisors
Georgia
$647K +$623K +2,830 New
CT
712
Coastline Trust
Rhode Island
$640K – – –
SI
713
Saxon Interests
Texas
$634K +$624K +2,837 New
VCM
714
Vivaldi Capital Management
Illinois
$632K +$440 +2 +0.1%
AC
715
ASB Consultores
Florida
$616K +$594K +2,698 New
FFA
716
First Foundation Advisors
California
$606K +$37.8K +172 +7%
RFA
717
Resurgent Financial Advisors
Georgia
$604K +$582K +2,643 New
LB
718
Legacy Bridge
Iowa
$598K +$8.8K +40 +2%
ASN
719
Advisory Services Network
Georgia
$598K +$57.9K +263 +11%
CIM
720
Chiron Investment Management
New York
$585K -$17.8M -80,774 -97%
HI
721
Horizon Investments
North Carolina
$581K +$46.6K +212 +9%
DMBA
722
Deseret Mutual Benefit Administrators
Utah
$579K – – –
CCG
723
Chatham Capital Group
Georgia
$578K +$557K +2,530 New
AG
724
AIA Group
Hong Kong
$577K +$555K +2,524 New
ORI
725
Oak Ridge Investments
Illinois
$576K -$105K -475 -16%
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