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CME Group
CME

Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
801
IHT Wealth Management
Illinois
$1.61M +$25K +92 +2%
RWM
802
Ritholtz Wealth Management
New York
$1.61M +$132K +485 +9%
ADMI
803
Albert D. Mason Inc
Massachusetts
$1.59M +$98.2K +361 +7%
DT
804
Diversified Trust
Tennessee
$1.59M +$895K +3,288 +127%
BAAM
805
Baker Avenue Asset Management
California
$1.57M +$43.5K +160 +3%
LNWWM
806
Laird Norton Wetherby Wealth Management
California
$1.55M +$63.7K +234 +4%
DF
807
Donoghue Forlines
Massachusetts
$1.55M -$2.66M -9,765 -63%
CG
808
Caprock Group
Idaho
$1.53M +$1.57M +5,758 New
NSAM
809
North Star Asset Management
Wisconsin
$1.53M +$63.4K +233 +4%
BCM
810
Brookstone Capital Management
Illinois
$1.52M -$261K -958 -15%
CGPCS
811
Capital Group Private Client Services
California
$1.52M -$27.5M -101,072 -95%
DA
812
Dover Advisors
Virginia
$1.51M +$744K +2,734 +95%
FMI
813
F/M Investments
District of Columbia
$1.5M +$11.2K +41 +0.7%
AFS
814
Aft Forsyth & Sober
Florida
$1.5M – – –
MWM
815
MGB Wealth Management
Texas
$1.49M +$272 +1 +0%
SSA
816
Sierra Summit Advisors
Nevada
$1.48M -$27.2K -100 -2%
PIA
817
Pollock Investment Advisors
Michigan
$1.47M +$223K +820 +18%
PI
818
Parkside Investments
Illinois
$1.47M +$1.36K +5 +0.1%
FCM
819
FJ Capital Management
Virginia
$1.46M -$654K -2,402 -31%
BC
820
Burney Company
Virginia
$1.45M -$3.03M -11,142 -68%
PA
821
Parallel Advisors
California
$1.44M +$26.4K +97 +2%
CJ
822
Caitlin John
Michigan
$1.44M +$52.8K +194 +4%
IWC
823
Integrated Wealth Concepts
Massachusetts
$1.44M +$218K +803 +18%
RCWM
824
Royal Capital Wealth Management
Indiana
$1.43M – – –
TPA
825
Trivium Point Advisory
Connecticut
$1.42M -$1.92M -7,050 -57%
31 32
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