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CME Group
CME

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
951
Chicago Trust
Illinois
$587K -$17K -74 -3%
PP
952
PDS Planning
Ohio
$585K +$41.9K +182 +8%
RL
953
Rogco LP
Oklahoma
$579K -$3.45K -15 -0.6%
OIA
954
OneDigital Investment Advisors
Kansas
$577K -$87.6K -381 -13%
FCG
955
Fielder Capital Group
Tennessee
$573K +$351K +1,528 +162%
DAS
956
Dynamic Advisor Solutions
Arizona
$571K -$45.1K -196 -7%
PFG
957
PAX Financial Group
Texas
$570K -$68.5K -298 -11%
ACP
958
Aviance Capital Partners
Florida
$567K +$6.9K +30 +1%
ACGA
959
Atlanta Consulting Group Advisors
Georgia
$566K -$56.8K -247 -9%
SVWAG
960
Sound View Wealth Advisors Group
Georgia
$565K +$29.2K +127 +6%
CFG
961
Citizens Financial Group
Rhode Island
$564K +$244K +1,062 +78%
IWC
962
Integrated Wealth Concepts
Massachusetts
$564K +$130K +566 +30%
LWAM
963
Legacy Wealth Asset Management
Minnesota
$555K +$3.22K +14 +0.6%
WIA
964
Wetzel Investment Advisors
Indiana
$553K -$17.2K -75 -3%
LIP
965
Lighthouse Investment Partners
Florida
$551K +$545K +2,372 New
CCFM
966
Clear Creek Financial Management
Washington
$549K -$3.68K -16 -0.7%
WPW
967
Waldron Private Wealth
Pennsylvania
$549K +$10.8K +47 +2%
AGP
968
Aspire Growth Partners
Florida
$548K +$542K +2,359 New
SFC
969
SYM Financial Corp
Indiana
$545K +$173K +754 +47%
BPC
970
Bryce Point Capital
New York
$545K +$539K +2,346 New
FA
971
Fedenia Advisers
Wisconsin
$545K +$539K +2,346 New
BIAS
972
Beacon Investment Advisory Services
New Jersey
$545K -$26.2K -114 -5%
CNBT
973
Canandaigua National Bank & Trust
New York
$542K – – –
WPA
974
West Paces Advisors
Georgia
$542K +$6.44K +28 +1%
HCPC
975
Hamilton Capital Partners (Canada)
$539K – – –
37 38
39
40 41