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CME Group
CME

Name Holding Trade Value Shares
Change 		Change in
Stake
SNT
926
Security National Trust
West Virginia
$21K -$18.5K -110 -46%
MMG
927
Monetary Management Group
Missouri
$21K – – –
CIA
928
Cascade Investment Advisors
Oregon
$20.9K – – –
BFG
929
Baron Financial Group
New Jersey
$19.7K +$19.9K +118 New
CDIA
930
Capital Directions Investment Advisors
Georgia
$19K – – –
JWM
931
Jeppson Wealth Management
California
$19K +$19.2K +114 New
SIAP
932
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$17K – – –
EWA
933
Evolution Wealth Advisors
Florida
$17K +$337 +2 +2%
WT
934
Washington Trust
Rhode Island
$17K +$7.08K +42 +72%
LWM
935
Liberty Wealth Management
California
$17K +$16.5K +98 +4,900%
FCH
936
Freestone Capital Holdings
Washington
$15.4K +$15.5K +92 New
EI
937
Ellevest Inc
New York
$15K -$60.6K -360 -80%
BWM
938
Baystate Wealth Management
Massachusetts
$15K -$674 -4 -4%
ANBT
939
American National Bank & Trust
Texas
$15K – – –
SIC
940
Salem Investment Counselors
North Carolina
$15K – – –
LFG
941
Larson Financial Group
Missouri
$14K – – –
TFGT
942
TS Financial Group (TSFG)
Illinois
$14K – – –
ONST
943
Old North State Trust
North Carolina
$14K +$14.5K +86 New
ETI
944
Enterprise Trust & Investment
California
$13K – – –
JFA
945
JNBA Financial Advisors
Minnesota
$13K – – –
SL
946
Savior LLC
Massachusetts
$12K -$505 -3 -4%
IRC
947
Investors Research Corp
Georgia
$12K – – –
FP
948
Financial Perspectives
Minnesota
$11.2K – – –
EW
949
Evoke Wealth
California
$11K -$1.35K -8 -11%
DI
950
Disciplined Investments
Oklahoma
$11K – – –
36 37
38
39 40