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CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
1026
Stratos Wealth Partners
Ohio
$621K +$164K +602 +35%
RCM
1027
RB Capital Management
Nevada
$614K +$6.8K +25 +1%
FAFN
1028
First Affirmative Financial Network
Colorado
$610K +$73.5K +270 +14%
SVWAG
1029
Sound View Wealth Advisors Group
Georgia
$609K -$13.3K -49 -2%
CFFP
1030
Center for Financial Planning
Michigan
$608K +$86.3K +317 +16%
SPA
1031
Sherbrooke Park Advisers
New York
$607K +$612K +2,248 New
VFA
1032
Voya Financial Advisors
Connecticut
$606K -$78.4K -288 -11%
QWM
1033
Quadcap Wealth Management
Texas
$605K -$3.27K -12 -0.5%
EL
1034
Essex LLC
Illinois
$604K +$175K +645 +41%
CRI
1035
Commonwealth Retirement Investments
Virginia
$602K -$86.3K -317 -12%
RCM
1036
Radnor Capital Management
Pennsylvania
$602K +$166K +610 +38%
GS
1037
GTS Securities
Florida
$600K +$241K +887 +66%
MG
1038
Mather Group
Illinois
$598K +$79.7K +293 +15%
CT
1039
Chicago Trust
Illinois
$597K -$4.35K -16 -0.7%
OL
1040
one8zero8 LLC
North Carolina
$594K +$81.6K +300 +16%
BEI
1041
Benjamin Edwards Inc
Missouri
$594K +$147K +539 +33%
EP
1042
Edgestream Partners
New Jersey
$591K -$357K -1,311 -37%
CWM
1043
Calamos Wealth Management
Illinois
$591K +$372K +1,367 +166%
ICM
1044
Intrepid Capital Management
Florida
$590K
CWS
1045
Confluence Wealth Services
Pennsylvania
$588K -$9.25K -34 -2%
EWM
1046
Evercore Wealth Management
New York
$588K
HPC
1047
HM Payson & Co
Maine
$584K +$305K +1,122 +108%
BIG
1048
Brooklyn Investment Group
New York
$583K -$16.1K -59 -3%
UIM
1049
Unified Investment Management
Georgia
$578K +$27.2K +100 +5%
RIL
1050
Rothschild Investment LLC
Illinois
$577K +$1.09K +4 +0.2%