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CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
1001
Baystate Wealth Management
Massachusetts
$18K +$197 +1 +1%
CBT
1002
CoreFirst Bank & Trust
Kansas
$17K
LFG
1003
Larson Financial Group
Missouri
$17K
TFGT
1004
TS Financial Group (TSFG)
Illinois
$17K
JFA
1005
JNBA Financial Advisors
Minnesota
$16K
ETI
1006
Enterprise Trust & Investment
California
$15K
IRC
1007
Investors Research Corp
Georgia
$14K
FP
1008
Financial Perspectives
Minnesota
$13.7K
RWM
1009
Raffa Wealth Management
District of Columbia
$13.1K +$788 +4 +7%
ONST
1010
Old North State Trust
North Carolina
$13K
CWC
1011
Carolinas Wealth Consulting
North Carolina
$13K +$591 +3 +5%
TFA
1012
Toth Financial Advisory
Virginia
$12K
TCM
1013
Tradewinds Capital Management
Washington
$12K
SGAM
1014
Smith Group Asset Management
Texas
$12K +$2.17K +11 +22%
WAP
1015
Wealthcare Advisory Partners
Pennsylvania
$12K +$11.6K +59 New
SWA
1016
SOA Wealth Advisors
New York
$11K -$591 -3 -5%
CCA
1017
Column Capital Advisors
Indiana
$11K
CIA
1018
CSat Investment Advisory
Michigan
$11K +$394 +2 +4%
Jones Financial Companies
1019
Jones Financial Companies
Missouri
$10K -$591 -3 -6%
NC
1020
NewSquare Capital
Pennsylvania
$10K
TVWM
1021
Tower View Wealth Management
Wisconsin
$10K +$9.65K +49 New
RA
1022
Resolute Advisors
California
$10K +$19.3K +98 New
H
1023
Hexavest
Quebec, Canada
$9K
FI
1024
FormulaFolio Investments
Michigan
$9K +$8.27K +42 New
WT
1025
Washington Trust
Rhode Island
$8K -$46.9K -238 -85%