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CME Group
CME

Name Holding Trade Value Shares
Change 		Change in
Stake
SBL
1001
Sargent Bickham Lagudis
Colorado
$14K +$6.36K +31 +84%
EWM
1002
EPG Wealth Management
Georgia
$14K +$14.4K +70 New
FP
1003
Financial Perspectives
Minnesota
$13.4K +$13.7K +67 New
EIP
1004
Ellis Investment Partners
Pennsylvania
$13K – – –
HR
1005
Howe & Rusling
New York
$13K – – –
LWM
1006
Liberty Wealth Management
California
$13K +$12.7K +62 +2,067%
DI
1007
Disciplined Investments
Oklahoma
$13K +$13.3K +65 New
CAL
1008
Capital Advisors Ltd
Ohio
$12K – – –
SGAM
1009
Smith Group Asset Management
Texas
$12K – – –
SCA
1010
Stuart Chaussee & Associates
California
$12K – – –
TCM
1011
Tradewinds Capital Management
Washington
$11K – – –
CCA
1012
Column Capital Advisors
Indiana
$11K +$11.3K +55 New
HWA
1013
Heritage Wealth Advisors
Virginia
$10K +$1.64K +8 +19%
SIM
1014
Sonora Investment Management
Arizona
$10K -$21.5K -105 -68%
EWA
1015
Evolution Wealth Advisors
Florida
$10K -$14.4K -70 -59%
NC
1016
NewSquare Capital
Pennsylvania
$10K – – –
BL
1017
Balentine LLC
Georgia
$10K +$1.44K +7 +16%
MIFH
1018
Migdal Insurance & Financial Holdings
Israel
$10K +$10.1K +49 New
GEA
1019
Glen Eagle Advisors
New Jersey
$9.43K -$2.05K -10 -18%
AIS
1020
Accurate Investment Solutions
Pennsylvania
$9K +$205 +1 +2%
TIM
1021
Tortoise Investment Management
New York
$8K +$2.67K +13 +45%
VRM
1022
Vectors Research Management
New York
$8K +$8.21K +40 New
EWP
1023
Engrave Wealth Partners
Texas
$8K +$8.82K +43 New
TFS
1024
TrustCore Financial Services
Tennessee
$7K -$1.44K -7 -17%
CAL
1025
Capital Analysts LLC
Pennsylvania
$7K – – –
39 40
41
42 43