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CME Group
CME

Name Holding Trade Value Shares
Change 		Change in
Stake
GWANC
1001
Guardian Wealth Advisors (North Carolina)
North Carolina
$236K +$5.76K +29 +3%
TCOK
1002
Trust Company of Kansas
Kansas
$234K – – –
MFG
1003
Merit Financial Group
Georgia
$234K +$232K +1,168 New
BWP
1004
BSW Wealth Partners
Colorado
$234K +$232K +1,168 New
CFM
1005
Coronation Fund Managers
South Africa
$233K -$30.8K -155 -12%
HWAM
1006
Hennion & Walsh Asset Management
New Jersey
$232K – – –
CWM
1007
Curi Wealth Management
North Carolina
$231K -$8.35K -42 -4%
RWA
1008
Ropes Wealth Advisors
Massachusetts
$231K +$229K +1,152 New
HIMC
1009
Heritage Investors Management Corp
Maryland
$230K – – –
PA
1010
Prossimo Advisors
California
$230K – – –
NS
1011
NBC Securities
Alabama
$230K +$228K +1,149 New
BTW
1012
Boston Trust Walden
Massachusetts
$230K -$517K -2,602 -69%
SWM
1013
Spire Wealth Management
Virginia
$229K +$54.1K +272 +31%
CFC
1014
Coyle Financial Counsel
Illinois
$228K – – –
AO
1015
Advisor OS
Illinois
$228K +$2.58K +13 +1%
OFS
1016
OneAscent Financial Services
Alabama
$228K -$18.3K -92 -7%
BA
1017
Bristlecone Advisors
Washington
$228K -$6.36K -32 -3%
EFG
1018
Everhart Financial Group
Ohio
$227K +$226K +1,136 New
CC
1019
Chicago Capital
Illinois
$226K – – –
GW
1020
GW & Wade
Massachusetts
$225K -$1.99K -10 -0.9%
PCP
1021
Proficio Capital Partners
Massachusetts
$221K +$220K +1,106 New
CWM
1022
Chesapeake Wealth Management
Virginia
$217K -$3.38K -17 -2%
EHAM
1023
Eagle Harbor Asset Management
Washington
$216K – – –
WA
1024
Wambolt & Associates
Colorado
$216K -$84.5K -425 -28%
NP
1025
NorthRock Partners
Minnesota
$216K +$214K +1,077 New
39 40
41
42 43