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CME Group
CME

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
1026
Phillips Wealth Planners
Mississippi
$547K -$30.8K -125 -6%
APW
1027
Aventura Private Wealth
Florida
$543K +$8.88K +36 +2%
UIM
1028
Unified Investment Management
Georgia
$541K -$31.3K -127 -6%
ABLA
1029
Alan B. Lancz & Associates
Ohio
$537K – – –
SWP
1030
Stratos Wealth Partners
Ohio
$536K -$178K -722 -26%
ASN
1031
Advisory Services Network
Georgia
$533K +$98.2K +398 +25%
TPCW
1032
TD Private Client Wealth
New York
$532K -$19K -77 -4%
AWA
1033
Aaron Wealth Advisors
Illinois
$532K +$109K +440 +28%
CP
1034
Cumberland Partners
Ontario, Canada
$531K -$1.48M -6,000 -75%
SACTSONJ
1035
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$531K – – –
EHAM
1036
Eagle Harbor Asset Management
Washington
$527K -$22K -89 -4%
CFFP
1037
Center for Financial Planning
Michigan
$524K +$35.5K +144 +8%
EI
1038
Ellevest Inc
New York
$522K +$47.9K +194 +11%
FNT
1039
First Nebraska Trust
Nebraska
$519K – – –
RFS
1040
Richardson Financial Services
Massachusetts
$517K +$2.96K +12 +0.6%
HCM
1041
Howard Capital Management
Georgia
$517K -$72.8K -295 -13%
EWA
1042
EP Wealth Advisors
California
$513K +$72.5K +294 +18%
SAM
1043
Shell Asset Management
Netherlands
$511K – – –
AWE
1044
Avidian Wealth Enterprises
Texas
$511K +$38.5K +156 +9%
TWM
1045
Trueblood Wealth Management
Ohio
$510K +$8.39K +34 +2%
PIA
1046
Pinion Investment Advisors
Kansas
$509K -$59K -239 -11%
HGA
1047
Hobbs Group Advisors
South Carolina
$508K +$2.22K +9 +0.5%
HDIM
1048
Hanson & Doremus Investment Management
Vermont
$508K – – –
BFA
1049
Beaumont Financial Advisors
Massachusetts
$508K -$28.4K -115 -6%
TCM
1050
Tributary Capital Management
Nebraska
$505K -$14.8K -60 -3%
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