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CME Group
CME

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
951
Prestige Wealth Management Group
New Jersey
$6K – – –
TIM
952
Tortoise Investment Management
New York
$6K – – –
WB
953
Webster Bank
Connecticut
$6K – – –
THWM
954
Taylor Hoffman Wealth Management
Virginia
$5K – – –
EI
955
Ellevest Inc
New York
$5K +$3.87K +21 +300%
DWM
956
Destination Wealth Management
California
$4K -$3.32K -18 -49%
ATC
957
Adirondack Trust Company
New York
$4K – – –
CA
958
Crewe Advisors
Utah
$4K – – –
FCA
959
FinTrust Capital Advisors
South Carolina
$3K -$8.48K -46 -72%
GWMIA
960
Global Wealth Management Investment Advisory
Florida
$3K – – –
LWANC
961
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K – – –
LWA
962
Lowe Wealth Advisors
Maryland
$3K – – –
VNA
963
Valley National Advisers
Pennsylvania
$3K – – –
FGAM
964
Financial Gravity Asset Management
Texas
$3K +$1.29K +7 +78%
APC
965
Aspire Private Capital
North Carolina
$3K +$2.58K +14 New
HS
966
Horan Securities
United States
$3K +$3.13K +17 New
FPFS
967
First Personal Financial Services
North Carolina
$3K +$3.32K +18 New
NSB
968
Norway Savings Bank
Maine
$2K – – –
FBT
969
First Bank & Trust
South Dakota
$2K +$1.66K +9 New
AWM
970
Avior Wealth Management
Nebraska
$2K +$2.03K +11 New
BFC
971
Bedel Financial Consulting
Indiana
$2K +$2.21K +12 New
BCWM
972
Bartlett & Co Wealth Management
Ohio
$1.36K +$369 +2 +40%
LWM
973
Liberty Wealth Management
California
$1K – – –
BC
974
Bartlett & Co
Ohio
$1K +$369 +2 +40%
TPWA
975
TRUE Private Wealth Advisors
Oregon
$1K +$1.66K +9 New
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