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CME Group
CME

Name Holding Trade Value Shares
Change 		Change in
Stake
FFM
701
Forum Financial Management
Illinois
$2.21M +$161K +593 +8%
MSA
702
MUFG Securities Americas
New York
$2.2M +$437K +1,607 +25%
JWM
703
Jessup Wealth Management
Ohio
$2.2M +$9.79K +36 +0.5%
MTC
704
Matrix Trust Company
Colorado
$2.2M -$6.8K -25 -0.3%
HWM
705
HB Wealth Management
Georgia
$2.18M +$48.1K +177 +2%
MC
706
Machina Capital
France
$2.18M +$2.15M +7,908 New
CFM
707
Catalyst Funds Management
Australia
$2.18M +$2.15M +7,900 New
DAS
708
Diversify Advisory Services
Utah
$2.18M +$377K +1,388 +21%
HFM
709
Hartford Financial Management
Connecticut
$2.18M -$184K -678 -8%
AP
710
Arlington Partners
Alabama
$2.18M +$2.15M +7,893 New
MFA
711
Mayflower Financial Advisors
Massachusetts
$2.17M +$6.53K +24 +0.3%
FCM
712
FJ Capital Management
Virginia
$2.15M +$2.12M +7,795 New
TCOT
713
Trust Company of Toledo
Ohio
$2.14M -$14.7K -54 -0.7%
CWM
714
Compass Wealth Management
Connecticut
$2.1M – – –
MRP
715
Measured Risk Portfolios
California
$2.1M -$136K -500 -6%
KPWS
716
Kestra Private Wealth Services
Texas
$2.09M +$681K +2,503 +49%
GAM
717
Generali Asset Management
Italy
$2.08M +$982K +3,612 +92%
QCG
718
Quadrant Capital Group
Ohio
$2.08M +$80.8K +297 +4%
SCA
719
Snowden Capital Advisors
New York
$2.08M -$57.7K -212 -3%
SW
720
SlateStone Wealth
Florida
$2.08M +$106K +391 +5%
AWP
721
Accretive Wealth Partners
New Jersey
$2.07M +$24.5K +90 +1%
XPN
722
XY Planning Network
Montana
$2.06M +$2.03M +7,475 New
TNB
723
Thomasville National Bank
Georgia
$2.05M – – –
ATPW
724
Ashton Thomas Private Wealth
Arizona
$2.05M -$1.29M -4,736 -39%
MCA
725
Magnolia Capital Advisors
Mississippi
$2.04M -$146K -537 -7%
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