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CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
RFA
1101
Reyes Financial Architecture
California
$530K +$29.1K +107 +6%
EI
1102
Ellevest Inc
New York
$529K +$17.9K +66 +4%
SRL
1103
Scientech Research LLC
New Jersey
$526K +$214K +786 +69%
GAA
1104
Global Assets Advisory
Florida
$524K +$83.2K +306 +19%
TWP
1105
Tower Wealth Partners
Pennsylvania
$523K +$23.6K +87 +5%
AWM
1106
Adams Wealth Management
Utah
$520K +$5.43K +20 +1%
AWE
1107
Avidian Wealth Enterprises
Texas
$518K -$22.6K -83 -4%
CFP
1108
Catalyst Financial Partners
Massachusetts
$517K +$29.1K +107 +6%
SWA
1109
SFMG Wealth Advisors
Texas
$517K -$2.99K -11 -0.6%
RIG
1110
RiverFront Investment Group
Virginia
$516K +$514K +1,891 New
HFS
1111
Hantz Financial Services
Michigan
$516K +$422K +1,554 +461%
HDIM
1112
Hanson & Doremus Investment Management
Vermont
$513K -$14.9K -55 -3%
SWM
1113
SHP Wealth Management
Massachusetts
$512K +$509K +1,874 New
LAM
1114
L2 Asset Management
Massachusetts
$508K +$23.9K +88 +5%
CAG
1115
Csenge Advisory Group
Florida
$508K +$34.2K +126 +7%
GLA
1116
Great Lakes Advisors
Illinois
$507K +$66K +243 +15%
AWA
1117
AGH Wealth Advisors
Kansas
$503K -$51.9K -191 -9%
NI
1118
Natural Investments
California
$503K +$123K +453 +33%
RFS
1119
Richardson Financial Services
Massachusetts
$500K -$1.36K -5 -0.3%
SW
1120
Simplicity Wealth
New Jersey
$500K +$228K +839 +85%
IA
1121
IFP Advisors
Florida
$499K -$28.3K -104 -5%
SFS
1122
Sowell Financial Services
Arkansas
$498K +$75K +276 +18%
FAM
1123
Fulcrum Asset Management
United Kingdom
$494K -$14.4K -53 -3%
AFGAS
1124
Allegiance Financial Group Advisory Services
Virginia
$491K -$83.7K -308 -15%
DWM
1125
Ducere Wealth Management
California
$490K +$488K +1,795 New