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CME Group
CME

Name Holding Trade Value Shares
Change 		Change in
Stake
IAIM
1001
International Assets Investment Management
Florida
$607K -$103K -418 -15%
4WM
1002
49 Wealth Management
Texas
$602K +$559K +2,267 New
WIA
1003
Wetzel Investment Advisors
Indiana
$598K -$3.45K -14 -0.6%
FA
1004
Fedenia Advisers
Wisconsin
$598K -$22.9K -93 -4%
RCM
1005
RB Capital Management
Nevada
$597K +$7.4K +30 +1%
CNBT
1006
Canandaigua National Bank & Trust
New York
$595K -$23.4K -95 -4%
CPA
1007
Capital Performance Advisors
California
$591K +$57K +231 +12%
PWP
1008
Principle Wealth Partners
Connecticut
$588K – – –
AWA
1009
Arkadios Wealth Advisors
Georgia
$586K +$199K +805 +57%
BIAS
1010
Beacon Investment Advisory Services
New Jersey
$581K -$38.2K -155 -7%
ICM
1011
Intrepid Capital Management
Florida
$579K – – –
JCM
1012
Jacobi Capital Management
Pennsylvania
$579K +$3.45K +14 +0.6%
DP
1013
Dearborn Partners
Illinois
$579K +$165K +670 +44%
RIL
1014
Rothschild Investment LLC
Illinois
$579K +$13.6K +55 +3%
CWS
1015
Confluence Wealth Services
Pennsylvania
$578K -$177K -717 -24%
EFG
1016
Everhart Financial Group
Ohio
$578K +$38.7K +157 +8%
MWM
1017
Meridian Wealth Management
Kentucky
$576K -$7.89K -32 -1%
LB
1018
Legacy Bridge
Iowa
$573K +$34.5K +140 +7%
PVI
1019
Pine Valley Investments
New Jersey
$572K +$25.7K +104 +5%
WFI
1020
West Family Investments
California
$569K +$12.3K +50 +2%
QWM
1021
Quadcap Wealth Management
Texas
$565K +$740 +3 +0.1%
AFGAS
1022
Allegiance Financial Group Advisory Services
Virginia
$563K +$140K +569 +37%
NP
1023
Ninepoint Partners
Ontario, Canada
$562K – – –
EPIMS
1024
Evelyn Partners Investment Management Services
$560K +$2.96K +12 +0.6%
FAFN
1025
First Affirmative Financial Network
Colorado
$559K -$8.39K -34 -2%
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