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CME Group
CME

Name Holding Trade Value Shares
Change 		Change in
Stake
BEI
1101
Benjamin Edwards Inc
Missouri
$351K +$5.06K +22 +1%
SIM
1102
Sentry Investment Management
Wisconsin
$349K -$56.3K -245 -14%
GWA
1103
Geometric Wealth Advisors
District of Columbia
$348K – – –
NHT
1104
New Hampshire Trust
New Hampshire
$347K -$198K -859 -36%
SFG
1105
SNS Financial Group
Minnesota
$342K -$49.2K -214 -13%
PG
1106
Prostatis Group
Maryland
$341K +$338K +1,469 New
DWM
1107
Drive Wealth Management
Utah
$339K +$15.2K +66 +5%
KWAG
1108
Kiely Wealth Advisory Group
North Carolina
$339K – – –
OF
1109
Optimize Financial
California
$338K +$335K +1,456 New
PTC
1110
Philadelphia Trust Company
Pennsylvania
$338K -$3.22K -14 -1%
HWMO
1111
Heritage Wealth Management (Ohio)
Ohio
$338K +$230 +1 +0.1%
RPWA
1112
Regent Peak Wealth Advisors
Georgia
$336K +$2.3K +10 +0.7%
MG
1113
Mather Group
Illinois
$334K +$11.3K +49 +4%
CTA
1114
Chesley Taft & Associates
Illinois
$334K -$10.3K -45 -3%
KFS
1115
Keynote Financial Services
Connecticut
$334K -$10.3K -45 -3%
AWP
1116
Atlas Wealth Partners
Pennsylvania
$333K – – –
KWA
1117
Kingswood Wealth Advisors
California
$331K -$1.03M -4,460 -76%
WA
1118
Wealth Alliance
New York
$331K +$9.2K +40 +3%
CC
1119
Chicago Capital
Illinois
$330K – – –
WLPWM
1120
Walled Lake Planning & Wealth Management
Illinois
$330K – – –
CIA
1121
Choate Investment Advisors
Massachusetts
$329K +$24.6K +107 +8%
PPWP
1122
Premier Path Wealth Partners
New Jersey
$327K +$19.1K +83 +6%
SOAMC
1123
Spirit of America Management Corp
New York
$326K – – –
AWA
1124
Arkadios Wealth Advisors
Georgia
$326K +$2.3K +10 +0.7%
IC
1125
Iconiq Capital
California
$325K +$322K +1,399 New
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