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CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1051
Selective Wealth Management
Virginia
$30K – – –
JWM
1052
Janiczek Wealth Management
Colorado
$30K +$1.98K +9 +7%
MMG
1053
Monetary Management Group
Missouri
$29K – – –
CA
1054
Cornerstone Advisory
Maryland
$29K +$28.2K +128 New
CIA
1055
Cascade Investment Advisors
Oregon
$28.6K – – –
EBA
1056
Eagle Bay Advisors
New York
$28K -$11K -50 -29%
EL
1057
EMFO LLC
Florida
$28K – – –
VCM
1058
Versant Capital Management
Arizona
$28K – – –
SIS
1059
Sound Income Strategies
Florida
$27K – – –
FMP
1060
Financial Management Professionals
Texas
$27K +$220 +1 +0.8%
ST
1061
Sageworth Trust
Pennsylvania
$26K – – –
MFA
1062
McClarren Financial Advisors
Pennsylvania
$25K +$220 +1 +0.9%
SWA
1063
SOA Wealth Advisors
New York
$24K – – –
CWC
1064
Carolinas Wealth Consulting
North Carolina
$24K +$8.14K +37 +57%
FAG
1065
Fortitude Advisory Group
Washington
$24K +$23.1K +105 New
SSB
1066
Sandy Spring Bank
Maryland
$23K – – –
C
1067
Covestor
United Kingdom
$23K +$22.4K +102 New
BFG
1068
Baron Financial Group
New Jersey
$22.8K – – –
TFGT
1069
TS Financial Group (TSFG)
Illinois
$22K – – –
BWM
1070
Baystate Wealth Management
Massachusetts
$21K – – –
Jones Financial Companies
1071
Jones Financial Companies
Missouri
$21K +$9.68K +44 +88%
CA
1072
CoreCap Advisors
Michigan
$20K +$19.4K +88 New
CBT
1073
CoreFirst Bank & Trust
Kansas
$19K – – –
LFG
1074
Larson Financial Group
Missouri
$19K – – –
PCMC
1075
Paragon Capital Management (Colorado)
Colorado
$19K +$18K +82 New