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CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1026
Sugarloaf Wealth Management
Georgia
$33K
TF
1027
Tompkins Financial
New York
$32K -$72.1K -365 -67%
GAG
1028
Goodman Advisory Group
Massachusetts
$32K
M
1029
MOTCO
Texas
$31K +$988 +5 +3%
JWM
1030
Janiczek Wealth Management
Colorado
$31K +$1.58K +8 +5%
VCM
1031
Vigilant Capital Management
Maine
$31K +$17.8K +90 +108%
LWA
1032
Lowe Wealth Advisors
Maryland
$31K +$34.6K +175 New
BSB
1033
Bangor Savings Bank
Maine
$29K
EARNEST Partners
1034
EARNEST Partners
Georgia
$29K
BIA
1035
Bell Investment Advisors
California
$29K +$5.73K +29 +21%
AIM
1036
Arcadia Investment Management
Michigan
$27K -$19.8K -100 -40%
SIC
1037
Salem Investment Counselors
North Carolina
$27K
TWA
1038
TCI Wealth Advisors
Arizona
$27K +$3.36K +17 +13%
SC
1039
SouthState Corp
Florida
$26K -$6.13K -31 -17%
GIS
1040
Grayhawk Investment Strategies
Alberta, Canada
$26K
HI
1041
Hudock Inc
Pennsylvania
$25K +$198 +1 +0.7%
SWM
1042
Selective Wealth Management
Virginia
$23K
SIS
1043
Sound Income Strategies
Florida
$23K +$1.78K +9 +8%
EL
1044
EMFO LLC
Florida
$22K
LFG
1045
Larson Financial Group
Missouri
$22K +$8.1K +41 +48%
PSB
1046
Piscataqua Savings Bank
New Hampshire
$21K
FIA
1047
FNY Investment Advisers
New York
$21K +$10.1K +51 +72%
EI
1048
Ellevest Inc
New York
$19K -$46.8K -237 -69%
MFA
1049
McClarren Financial Advisors
Pennsylvania
$19K +$21.7K +110 New
CWC
1050
Carolinas Wealth Consulting
North Carolina
$18K -$395 -2 -2%