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CME Group
CME

Name Holding Trade Value Shares
Change 		Change in
Stake
SFSIG
901
San Francisco Sentry Investment Group
California
$165K -$410 -2 -0.2%
CFG
902
Citizens Financial Group
Rhode Island
$165K +$125K +611 +287%
FANJ
903
Financial Architects (New Jersey)
New Jersey
$159K -$58.5K -285 -26%
FFC
904
First Financial Corp
Indiana
$149K – – –
CT
905
Caldwell Trust
Florida
$149K +$152K +742 New
CFFP
906
Center for Financial Planning
Michigan
$148K +$151K +738 New
LWM
907
Lenox Wealth Management
Ohio
$142K +$12.9K +63 +10%
SQA
908
Simon Quick Advisors
New Jersey
$131K +$15.6K +76 +13%
SIAS
909
Shine Investment Advisory Services
Colorado
$125K – – –
BCA
910
Berman Capital Advisors
Georgia
$121K +$46K +224 +58%
MAM
911
Meeder Asset Management
Ohio
$117K +$46.6K +227 +64%
SIMG
912
Stephens Investment Management Group
Texas
$116K – – –
AF
913
Arrow Financial
New York
$115K – – –
TWP
914
TFO Wealth Partners
Ohio
$115K +$118K +574 New
AIM
915
AIA Investment Management
Singapore
$107K +$9.44K +46 +9%
OC
916
Oakworth Capital
Alabama
$105K – – –
TAIM
917
TD Ameritrade Investment Management
Nebraska
$105K +$14.4K +70 +15%
TI
918
tru Independence
Oregon
$101K +$119K +581 New
PC
919
Permanens Capital
New York
$100K – – –
M
920
Mirova
France
$100K +$32.8K +160 +48%
BFEC
921
Benjamin F. Edwards & Company
Missouri
$96K +$205 +1 +0.2%
CIM
922
Contravisory Investment Management
Massachusetts
$93K +$15.8K +77 +20%
MWA
923
Moser Wealth Advisors
Washington
$93K +$95.4K +465 New
ARMC
924
American Research & Management Company
Massachusetts
$92K – – –
FA
925
Fortis Advisors
Pennsylvania
$91K – – –
35 36
37
38 39