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CME Group
CME

Name Holding Trade Value Shares
Change 		Change in
Stake
MM
1201
MQS Management
New York
$353K +$213K +770 +93%
IP
1202
Intellectus Partners
California
$353K +$1.11K +4 +0.3%
SP
1203
Saranac Partners
$351K +$440K +1,590 New
MSWM
1204
Master's Wealth Management
Pennsylvania
$350K +$4.15K +15 +1%
CFG
1205
Certior Financial Group
Pennsylvania
$350K +$12.7K +46 +3%
BWA
1206
Basecamp Wealth Advisors
Washington
$349K – – –
LA
1207
Lifeworks Advisors
Michigan
$348K -$14.1K -51 -3%
CAM
1208
Chesapeake Asset Management
New York
$348K +$22.4K +81 +5%
ABLA
1209
Alan B. Lancz & Associates
Ohio
$348K – – –
FMI
1210
Frec Markets Inc
California
$347K -$267K -964 -38%
CSIC
1211
Clifford Swan Investment Counsel
California
$347K -$13.6K -49 -3%
ACGA
1212
Atlanta Consulting Group Advisors
Georgia
$346K -$66.7K -241 -13%
TPI
1213
Trust Point Inc
Wisconsin
$345K +$120K +432 +38%
PPWP
1214
Premier Path Wealth Partners
New Jersey
$344K -$115K -417 -21%
BEC
1215
Blue Edge Capital
Virginia
$344K – – –
BCM
1216
Brookstone Capital Management
Illinois
$343K +$88K +318 +26%
WAP
1217
Wealthcare Advisory Partners
Pennsylvania
$340K -$26K -94 -6%
AG
1218
Algert Global
California
$339K +$425K +1,536 New
APG
1219
Abacus Planning Group
South Carolina
$338K -$6.92K -25 -2%
AIC
1220
Archer Investment Corporation
Indiana
$338K – – –
OCA
1221
OpenArc Corporate Advisory
Georgia
$335K -$370K -1,336 -47%
GWA
1222
Geometric Wealth Advisors
District of Columbia
$334K +$2.77K +10 +0.7%
C
1223
Certuity
Florida
$333K +$59.2K +214 +17%
PWMG
1224
Prestige Wealth Management Group
New Jersey
$332K +$123K +446 +42%
LWM
1225
LightSquare Wealth Management
Michigan
$331K -$37.1K -134 -8%
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49
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