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CME Group
CME

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
1126
Capital Performance Advisors
California
$252K +$237K +1,143 New
FMII
1127
Farmers & Merchants Investments Inc
Nebraska
$251K +$110K +530 +87%
TBNY
1128
Trustco Bank (New York)
New York
$250K – – –
9WM
1129
9258 Wealth Management
Ohio
$249K -$407K -1,968 -64%
WB
1130
WesBanco Bank
West Virginia
$248K – – –
CNC
1131
Citizens & Northern Corp
Pennsylvania
$247K – – –
MWC
1132
MBM Wealth Consultants
Missouri
$247K +$4.14K +20 +2%
SS
1133
Sunbelt Securities
Texas
$246K +$14.9K +72 +7%
NAS
1134
Nicolet Advisory Services
Wisconsin
$245K -$20.1K -97 -8%
SF
1135
Symphony Financial
Texas
$245K -$766K -3,703 -77%
PFBT
1136
Parkside Financial Bank & Trust
Missouri
$245K +$82.2K +397 +56%
TWP
1137
Tower Wealth Partners
Pennsylvania
$244K -$3.93K -19 -2%
HIP
1138
HUB Investment Partners
Texas
$243K +$228K +1,102 New
RSWM
1139
Robertson Stephens Wealth Management
California
$242K +$227K +1,097 New
HAIM
1140
Hunter Associates Investment Management
Pennsylvania
$242K +$13.4K +65 +6%
MCWS
1141
McKinley Carter Wealth Services
West Virginia
$237K -$5.17K -25 -2%
TCWA
1142
Turtle Creek Wealth Advisors
Texas
$233K +$219K +1,058 New
SW
1143
Simplicity Wealth
New Jersey
$233K -$2.91M -14,042 -93%
EW
1144
Elyxium Wealth
California
$232K +$217K +1,050 New
V
1145
VeraBank
Texas
$229K – – –
FPAS
1146
Focus Partners Advisor Solutions
Missouri
$229K +$215K +1,038 New
TCOTS
1147
Trust Company of the South
North Carolina
$228K – – –
EI
1148
Ellevest Inc
New York
$227K -$180K -868 -46%
FWA
1149
FSM Wealth Advisors
Ohio
$226K +$212K +1,025 New
GWM
1150
Gibbs Wealth Management
Georgia
$226K +$212K +1,025 New
44 45
46
47 48