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CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
PFO
976
Pathstone Family Office
New Jersey
$21K – – –
POIA
977
Pin Oak Investment Advisors
Texas
$21K – – –
CIA
978
Cascade Investment Advisors
Oregon
$20.3K – – –
SIS
979
Sound Income Strategies
Florida
$20K – – –
MMG
980
Monetary Management Group
Missouri
$20K +$22.4K +125 New
CDIA
981
Capital Directions Investment Advisors
Georgia
$19K – – –
TFO
982
Tarbox Family Office
California
$18K -$10.4K -58 -35%
CI
983
CX Institutional
Indiana
$17K +$8.96K +50 +89%
TL
984
TrueWealth LLC
Georgia
$16K -$2.15K -12 -11%
SIAP
985
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$16K – – –
EWA
986
Evolution Wealth Advisors
Florida
$16K +$6.99K +39 +63%
ANBT
987
American National Bank & Trust
Texas
$15K -$3.23K -18 -17%
SIC
988
Salem Investment Counselors
North Carolina
$15K – – –
BWM
989
Baystate Wealth Management
Massachusetts
$15K +$896 +5 +6%
BEI
990
Benjamin Edwards Inc
Missouri
$14K -$462K -2,578 -97%
FCM
991
Firestone Capital Management
Florida
$14K – – –
LFG
992
Larson Financial Group
Missouri
$14K – – –
TFGT
993
TS Financial Group (TSFG)
Illinois
$14K – – –
JFA
994
JNBA Financial Advisors
Minnesota
$13K – – –
SL
995
Savior LLC
Massachusetts
$13K – – –
EW
996
Evoke Wealth
California
$12K -$3.76K -21 -22%
ETI
997
Enterprise Trust & Investment
California
$12K – – –
TWA
998
TCI Wealth Advisors
Arizona
$11K -$3.76K -21 -24%
DI
999
Disciplined Investments
Oklahoma
$11K – – –
IRC
1000
Investors Research Corp
Georgia
$11K – – –