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CME Group
CME

Name Holding Trade Value Shares
Change 		Change in
Stake
CBFP
876
Cedar Brook Financial Partners
Ohio
$358K -$36.8K -199 -9%
CWP
877
Cyndeo Wealth Partners
Florida
$355K -$36.6K -198 -9%
MAM
878
Martingale Asset Management
Massachusetts
$354K +$353K +1,910 New
KPWS
879
Kestra Private Wealth Services
Texas
$350K +$16.3K +88 +5%
RI
880
Ridgewood Investments
New Jersey
$346K -$5.54K -30 -2%
IWN
881
Independent Wealth Network
Iowa
$346K -$7.95K -43 -2%
LT
882
Legacy Trust
Michigan
$345K -$9.98K -54 -3%
NGA
883
Naples Global Advisors
Florida
$345K +$37K +200 +12%
FNT
884
First Nebraska Trust
Nebraska
$340K – – –
HCP
885
Hexagon Capital Partners
Arkansas
$339K -$20.1K -109 -6%
PWP
886
Phillips Wealth Planners
Mississippi
$338K -$70.8K -383 -17%
CFFP
887
Center for Financial Planning
Michigan
$334K +$5.36K +29 +2%
CCM
888
Cohen Capital Management
California
$334K – – –
SC
889
Scotia Capital
Ontario, Canada
$333K +$104K +565 +46%
SAM
890
Sompo Asset Management
Japan
$332K +$7.39K +40 +2%
EI
891
Ellevest Inc
New York
$332K +$17.6K +95 +6%
CCFM
892
Clear Creek Financial Management
Washington
$330K -$8.87K -48 -3%
4WM
893
44 Wealth Management
Oregon
$329K +$554 +3 +0.2%
CSIC
894
Clifford Swan Investment Counsel
California
$329K – – –
CFG
895
Carr Financial Group
Massachusetts
$329K – – –
BMCM
896
Bryn Mawr Capital Management
Pennsylvania
$328K +$327K +1,768 New
P2P
897
Phase 2 Partners
California
$327K -$18.9M -102,395 -98%
VFA
898
Valeo Financial Advisors
Indiana
$326K -$10.7K -58 -3%
LFA
899
Legacy Financial Advisors
Kentucky
$325K +$8.5K +46 +3%
KTC
900
Kistler-Tiffany Companies
Pennsylvania
$321K +$320K +1,734 New
34 35
36
37 38