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CME Group
CME

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
1026
Cyndeo Wealth Partners
Florida
$555K +$493 +2 +0.1%
PWP
1027
Phillips Wealth Planners
Mississippi
$547K -$30.8K -125 -6%
APW
1028
Aventura Private Wealth
Florida
$543K +$8.88K +36 +2%
UIM
1029
Unified Investment Management
Georgia
$541K -$31.3K -127 -6%
ABLA
1030
Alan B. Lancz & Associates
Ohio
$537K – – –
SWP
1031
Stratos Wealth Partners
Ohio
$536K -$178K -722 -26%
ASN
1032
Advisory Services Network
Georgia
$533K +$98.2K +398 +25%
TPCW
1033
TD Private Client Wealth
New York
$532K -$19K -77 -4%
AWA
1034
Aaron Wealth Advisors
Illinois
$532K +$109K +440 +28%
CP
1035
Cumberland Partners
Ontario, Canada
$531K -$1.48M -6,000 -75%
SACTSONJ
1036
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$531K – – –
EHAM
1037
Eagle Harbor Asset Management
Washington
$527K -$22K -89 -4%
CFFP
1038
Center for Financial Planning
Michigan
$524K +$35.5K +144 +8%
EI
1039
Ellevest Inc
New York
$522K +$47.9K +194 +11%
FNT
1040
First Nebraska Trust
Nebraska
$519K – – –
RFS
1041
Richardson Financial Services
Massachusetts
$517K +$2.96K +12 +0.6%
HCM
1042
Howard Capital Management
Georgia
$517K -$72.8K -295 -13%
EWA
1043
EP Wealth Advisors
California
$513K +$72.5K +294 +18%
SAM
1044
Shell Asset Management
Netherlands
$511K – – –
AWE
1045
Avidian Wealth Enterprises
Texas
$511K +$38.5K +156 +9%
TWM
1046
Trueblood Wealth Management
Ohio
$510K +$8.39K +34 +2%
PIA
1047
Pinion Investment Advisors
Kansas
$509K -$59K -239 -11%
HGA
1048
Hobbs Group Advisors
South Carolina
$508K +$2.22K +9 +0.5%
HDIM
1049
Hanson & Doremus Investment Management
Vermont
$508K – – –
BFA
1050
Beaumont Financial Advisors
Massachusetts
$508K -$28.4K -115 -6%
40 41
42
43 44