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CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
851
Chesapeake Wealth Management
Virginia
$332K – – –
HIMC
852
Heritage Investors Management Corp
Maryland
$331K -$11K -50 -3%
RWP
853
RWA Wealth Partners
Massachusetts
$330K – – –
JFGLC
854
Johnson Financial Group LLC (Colorado)
Colorado
$329K -$108K -492 -25%
ACP
855
Ashfield Capital Partners
California
$328K – – –
WLPWM
856
Walled Lake Planning & Wealth Management
Illinois
$325K – – –
APG
857
Abacus Planning Group
South Carolina
$325K +$8.14K +37 +3%
MME
858
Meag Munich Ergo
Germany
$324K – – –
OPOWM
859
One Plus One Wealth Management
Florida
$324K – – –
PCS
860
Personal CFO Solutions
New Jersey
$324K +$14.5K +66 +5%
SOAMC
861
Spirit of America Management Corp
New York
$321K – – –
OSNBOA
862
Old Second National Bank of Aurora
Illinois
$320K +$60.7K +276 +19%
RWM
863
Ritholtz Wealth Management
New York
$320K +$308K +1,400 New
YMRC
864
Yorktown Management & Research Company
Virginia
$319K – – –
CBFP
865
Cedar Brook Financial Partners
Ohio
$319K +$67.8K +308 +28%
EWA
866
EP Wealth Advisors
California
$317K +$4.4K +20 +1%
GW
867
GW & Wade
Massachusetts
$317K +$305K +1,386 New
USCWA
868
U.S. Capital Wealth Advisors
Texas
$316K +$59.2K +269 +24%
Nomura Holdings
869
Nomura Holdings
Japan
$314K -$537K -2,439 -64%
CT
870
Chicago Trust
Illinois
$314K – – –
FBA
871
Front Barnett Associates
Illinois
$311K – – –
HSA
872
HBK Sorce Advisory
Pennsylvania
$310K +$880 +4 +0.3%
PFS
873
Prospera Financial Services
Texas
$309K +$21.8K +99 +8%
CFFP
874
Center for Financial Planning
Michigan
$305K +$21.1K +96 +8%
OPS
875
Orion Portfolio Solutions
Nebraska
$305K +$294K +1,336 New