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CME Group
CME

Name Holding Trade Value Shares
Change 		Change in
Stake
TJHA
1201
Thomas J. Herzfeld Advisors
Florida
$5.41K – – –
HGERS
1202
Householder Group Estate & Retirement Specialist
Arizona
$5.35K +$5.17K +26 New
EWP
1203
Elevation Wealth Partners
California
$5.01K – – –
PMFA
1204
Plante Moran Financial Advisors
Michigan
$5.01K +$4.97K +25 New
FMP
1205
Financial Management Professionals
Texas
$5K – – –
CSC
1206
Caldwell Sutter Capital
California
$4.8K – – –
WBC
1207
West Branch Capital
Massachusetts
$4.66K – – –
ATC
1208
Adirondack Trust Company
New York
$4.61K – – –
TAM
1209
Tucker Asset Management
Colorado
$4.61K – – –
HWM
1210
HighMark Wealth Management
Minnesota
$4.21K – – –
AAP
1211
Arax Advisory Partners
Colorado
$3.92K -$1.19K -6 -23%
TWP
1212
TFO Wealth Partners
Ohio
$3.89K – – –
SIC
1213
SJS Investment Consulting
Ohio
$3.4K +$199 +1 +6%
UFF
1214
USA Financial Formulas
Michigan
$3.2K – – –
CTWM
1215
Cherry Tree Wealth Management
Minnesota
$3K – – –
HIA
1216
Harbor Investment Advisory
Maryland
$3K -$148K -745 -98%
LIM
1217
Longfellow Investment Management
Massachusetts
$3K – – –
GA
1218
GoalVest Advisory
New York
$3K +$2.98K +15 New
IHWM
1219
Iron Horse Wealth Management
Iowa
$3K +$2.98K +15 New
SIA
1220
SkyView Investment Advisors
New Jersey
$3K -$259K -1,304 -99%
AW
1221
Avion Wealth
Texas
$3K +$1.99K +10 +100%
MIM
1222
Macroview Investment Management
Maryland
$2.8K +$2.78K +14 New
ANBT
1223
American National Bank & Trust
Texas
$2.8K – – –
SFA
1224
Semmax Financial Advisors
North Carolina
$2.62K +$2.38K +12 New
BWS
1225
Buck Wealth Strategies
Colorado
$2.49K – – –
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