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CME Group
CME

Name Holding Trade Value Shares
Change 		Change in
Stake
FCP
1201
Fidelis Capital Partners
Florida
$363K -$14.1K -51 -3%
QWP
1202
Quotient Wealth Partners
Texas
$363K -$12.7K -46 -3%
EWA
1203
EverSource Wealth Advisors
Alabama
$362K -$311K -1,126 -41%
SWRP
1204
Summit Wealth & Retirement Planning
California
$361K – – –
SFS
1205
Sowell Financial Services
Arkansas
$357K +$1.38K +5 +0.3%
SOAMC
1206
Spirit of America Management Corp
New York
$354K – – –
LOIM
1207
Liberty One Investment Management
Illinois
$354K +$112K +405 +34%
MM
1208
MQS Management
New York
$353K +$213K +770 +93%
IP
1209
Intellectus Partners
California
$353K +$1.11K +4 +0.3%
SP
1210
Saranac Partners
$351K +$440K +1,590 New
MSWM
1211
Master's Wealth Management
Pennsylvania
$350K +$4.15K +15 +1%
CFG
1212
Certior Financial Group
Pennsylvania
$350K +$12.7K +46 +3%
BWA
1213
Basecamp Wealth Advisors
Washington
$349K – – –
LA
1214
Lifeworks Advisors
Michigan
$348K -$14.1K -51 -3%
CAM
1215
Chesapeake Asset Management
New York
$348K +$22.4K +81 +5%
ABLA
1216
Alan B. Lancz & Associates
Ohio
$348K – – –
FMI
1217
Frec Markets Inc
California
$347K -$267K -964 -38%
CSIC
1218
Clifford Swan Investment Counsel
California
$347K -$13.6K -49 -3%
ACGA
1219
Atlanta Consulting Group Advisors
Georgia
$346K -$66.7K -241 -13%
TPI
1220
Trust Point Inc
Wisconsin
$345K +$120K +432 +38%
PPWP
1221
Premier Path Wealth Partners
New Jersey
$344K -$115K -417 -21%
BEC
1222
Blue Edge Capital
Virginia
$344K – – –
BCM
1223
Brookstone Capital Management
Illinois
$343K +$88K +318 +26%
WAP
1224
Wealthcare Advisory Partners
Pennsylvania
$340K -$26K -94 -6%
AG
1225
Algert Global
California
$339K +$425K +1,536 New
47 48
49
50 51