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CME Group
CME

Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
801
Ropes Wealth Advisors
Massachusetts
$303K -$115K -567 -27%
FA
802
FDx Advisors
Illinois
$298K -$113K -558 -27%
SWM
803
Spire Wealth Management
Virginia
$297K +$2.03K +10 +0.7%
PI
804
Putnam Investments
Massachusetts
$295K +$3.24K +16 +1%
SWP
805
Stratos Wealth Partners
Ohio
$293K +$22.9K +113 +8%
HIMC
806
Heritage Investors Management Corp
Maryland
$290K -$5.07K -25 -2%
RPWA
807
Regent Peak Wealth Advisors
Georgia
$289K -$6.48K -32 -2%
OIA
808
OneDigital Investment Advisors
Kansas
$288K +$37.1K +183 +14%
OSNBOA
809
Old Second National Bank of Aurora
Illinois
$287K +$2.84K +14 +1%
CCM
810
Covington Capital Management
California
$283K -$63.2K -312 -18%
CWM
811
Chesapeake Wealth Management
Virginia
$282K -$57.7K -285 -16%
GBT
812
Grove Bank & Trust
Florida
$282K – – –
MWM
813
Modera Wealth Management
New Jersey
$282K +$296K +1,460 New
AWM
814
Altium Wealth Management
New York
$281K -$13.6K -67 -4%
RWP
815
RWA Wealth Partners
Massachusetts
$280K – – –
PCM
816
Penserra Capital Management
California
$280K +$32.4K +160 +12%
IWC
817
Integrated Wealth Concepts
Massachusetts
$280K +$52.3K +258 +22%
WTB
818
Washington Trust Bank
Washington
$280K +$293K +1,447 New
HR
819
Hayden Royal
North Carolina
$279K -$608 -3 -0.2%
ACP
820
Ashfield Capital Partners
California
$278K – – –
MW
821
Marcum Wealth
Ohio
$276K +$26.5K +131 +10%
FLPIM
822
F.L. Putnam Investment Management
Massachusetts
$275K -$5.27K -26 -2%
WLPWM
823
Walled Lake Planning & Wealth Management
Illinois
$275K – – –
OPOWM
824
One Plus One Wealth Management
Florida
$274K +$1.82K +9 +0.6%
MME
825
Meag Munich Ergo
Germany
$273K -$2.01M -9,911 -88%
31 32
33
34 35