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CME Group
CME

Name Holding Trade Value Shares
Change 		Change in
Stake
CGL
1026
Clarius Group LLC
Washington
$644K +$185K +682 +41%
BTI
1027
Blue Trust Inc
Georgia
$638K +$259K +952 +70%
APW
1028
Aventura Private Wealth
Florida
$636K +$70.7K +260 +13%
SVWAG
1029
Sound View Wealth Advisors Group
Georgia
$634K -$422K -1,553 -40%
MLA
1030
My Legacy Advisors
Oregon
$628K -$27.5K -101 -4%
EPIMS
1031
Evelyn Partners Investment Management Services
$628K +$45.4K +167 +8%
PVI
1032
Pine Valley Investments
New Jersey
$622K +$27.2K +100 +5%
PWP
1033
Phillips Wealth Planners
Mississippi
$621K +$43.5K +160 +8%
QWM
1034
Quadcap Wealth Management
Texas
$620K +$32.9K +121 +6%
PCTC
1035
Perkins Coie Trust Company
Washington
$620K +$612K +2,251 New
RCM
1036
RB Capital Management
Nevada
$619K -$1.09K -4 -0.2%
CNBT
1037
Canandaigua National Bank & Trust
New York
$617K -$272 -1 -0%
CT
1038
Chicago Trust
Illinois
$613K -$56K -206 -8%
T
1039
Tableaux
Massachusetts
$611K +$380K +1,397 +171%
CWS
1040
Confluence Wealth Services
Pennsylvania
$609K +$544 +2 +0.1%
MWA
1041
Meridian Wealth Advisors
Texas
$605K -$47.9K -176 -7%
DW30
1042
Drucker Wealth 3.0
New Jersey
$604K +$596K +2,191 New
CS
1043
Cannell & Spears
New York
$603K -$101K -372 -15%
CWP
1044
Cyndeo Wealth Partners
Florida
$603K +$25.8K +95 +5%
ICM
1045
Intrepid Capital Management
Florida
$602K – – –
BIG
1046
Brooklyn Investment Group
New York
$601K +$139K +510 +31%
EWM
1047
Evercore Wealth Management
New York
$600K +$136K +500 +30%
SW
1048
Simplicity Wealth
New Jersey
$599K +$345K +1,268 +140%
MWM
1049
Meridian Wealth Management
Kentucky
$590K -$8.43K -31 -1%
EWA
1050
EverSource Wealth Advisors
Alabama
$588K +$167K +615 +41%
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