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CME Group

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