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CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
CWC
1001
Carolinas Wealth Consulting
North Carolina
$13K – – –
IRC
1002
Investors Research Corp
Georgia
$13K – – –
ONST
1003
Old North State Trust
North Carolina
$13K – – –
FP
1004
Financial Perspectives
Minnesota
$13K – – –
RWM
1005
Raffa Wealth Management
District of Columbia
$12.4K – – –
TFA
1006
Toth Financial Advisory
Virginia
$12K – – –
JGIA
1007
Jackson Grant Investment Advisers
Connecticut
$11K -$12.6K -62 -52%
MSFP
1008
Mark Sheptoff Financial Planning
Connecticut
$11K – – –
TCM
1009
Tradewinds Capital Management
Washington
$11K – – –
ETI
1010
Enterprise Trust & Investment
California
$10K – – –
Jones Financial Companies
1011
Jones Financial Companies
Missouri
$10K – – –
RFA
1012
Reilly Financial Advisors
California
$10K – – –
TVWM
1013
Tower View Wealth Management
Wisconsin
$10K – – –
WT
1014
Washington Trust
Rhode Island
$10K +$1.82K +9 +21%
PA
1015
PSI Advisors
Florida
$10K +$10.1K +50 New
SGAM
1016
Smith Group Asset Management
Texas
$9K +$608 +3 +7%
CCA
1017
Column Capital Advisors
Indiana
$8K -$608 -3 -7%
PGAM
1018
Princeton Global Asset Management
New Jersey
$8K – – –
NC
1019
NewSquare Capital
Pennsylvania
$7K -$3.04K -15 -30%
FWM
1020
Focused Wealth Management
New York
$7K – – –
SBL
1021
Sargent Bickham Lagudis
Colorado
$7K – – –
TSW
1022
Thompson Siegel & Walmsley
Virginia
$7K – – –
TFS
1023
TrustCore Financial Services
Tennessee
$7K – – –
CAL
1024
Capital Analysts LLC
Pennsylvania
$6K -$1.42K -7 -18%
WB
1025
Webster Bank
Connecticut
$6K – – –