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CME Group
CME

Name Holding Trade Value Shares
Change 		Change in
Stake
EWP
1026
Engrave Wealth Partners
Texas
$8K +$8.82K +43 New
TFS
1027
TrustCore Financial Services
Tennessee
$7K -$1.44K -7 -17%
CAL
1028
Capital Analysts LLC
Pennsylvania
$7K – – –
FWM
1029
Focused Wealth Management
New York
$7K – – –
LWA
1030
Lenox Wealth Advisors
New York
$7K +$7.38K +36 New
HWM
1031
Howard Wealth Management
Connecticut
$7K +$8K +39 New
RWM
1032
Raffa Wealth Management
District of Columbia
$6.02K – – –
EI
1033
Ellevest Inc
New York
$6K -$615 -3 -10%
1NWS
1034
1 North Wealth Services
Maryland
$6K – – –
WB
1035
Webster Bank
Connecticut
$6K – – –
TSW
1036
Thompson Siegel & Walmsley
Virginia
$6K +$6.15K +30 New
WCM
1037
Wealthcare Capital Management
Virginia
$6K +$6.36K +31 New
RMAM
1038
Raab & Moskowitz Asset Management
New Jersey
$6K +$6.97K +34 New
ATC
1039
Adirondack Trust Company
New York
$5K – – –
THWM
1040
Taylor Hoffman Wealth Management
Virginia
$5K – – –
AA
1041
Ancora Advisors
Ohio
$5K +$5.13K +25 New
GDP
1042
Great Diamond Partners
Maine
$5K +$5.33K +26 New
HIA
1043
Harbor Investment Advisory
Maryland
$5K +$5.33K +26 New
FCA
1044
FinTrust Capital Advisors
South Carolina
$4K – – –
FPFS
1045
First Personal Financial Services
North Carolina
$4K – – –
LWANC
1046
Laurel Wealth Advisors (North Carolina)
North Carolina
$4K – – –
WAP
1047
Wealthcare Advisory Partners
Pennsylvania
$4K – – –
SCA
1048
Stonebridge Capital Advisors
Minnesota
$4K +$4.31K +21 New
APC
1049
Aspire Private Capital
North Carolina
$3K – – –
LWA
1050
Lowe Wealth Advisors
Maryland
$3K – – –
40 41
42
43 44