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CME Group
CME

Name Holding Trade Value Shares
Change 		Change in
Stake
KWA
1226
Kingswood Wealth Advisors
California
$341K – – –
NERM
1227
New England Research & Management
Illinois
$338K +$333K +1,225 New
FMII
1228
Farmers & Merchants Investments Inc
Nebraska
$337K – – –
RHAM
1229
Round Hill Asset Management
California
$336K – – –
FWA
1230
FSM Wealth Advisors
Ohio
$336K +$57.1K +210 +21%
CAMG
1231
CWA Asset Management Group
Florida
$336K +$19.3K +71 +6%
JIC
1232
Joel Isaacson & Co
New York
$334K – – –
SAI
1233
Savvy Advisors Inc
New York
$332K +$327K +1,203 New
ST
1234
Sentinel Trust
Texas
$331K – – –
HWMO
1235
Heritage Wealth Management (Ohio)
Ohio
$330K -$43.5K -160 -12%
HSA
1236
HBK Sorce Advisory
Pennsylvania
$328K +$90.6K +333 +39%
SCM
1237
Sebold Capital Management
Illinois
$326K -$1.09K -4 -0.3%
NFG
1238
Nadler Financial Group
Illinois
$325K -$7.89K -29 -2%
HPM
1239
Hoxton Planning & Management
West Virginia
$324K +$50.6K +186 +19%
BAM
1240
Berkshire Asset Management
Pennsylvania
$322K +$1.09K +4 +0.3%
NWM
1241
Northwest Wealth Management
Iowa
$322K – – –
RCA
1242
Resonant Capital Advisors
Wisconsin
$321K +$101K +371 +47%
SIM
1243
Sentry Investment Management
Wisconsin
$319K – – –
HCM
1244
Highview Capital Management
Illinois
$317K – – –
BB
1245
Berkshire Bank
Massachusetts
$315K +$24.2K +89 +8%
MGIA
1246
Moneta Group Investment Advisors
Missouri
$314K +$63.4K +233 +26%
TCOK
1247
Trust Company of Kansas
Kansas
$313K – – –
SCP
1248
Sivia Capital Partners
California
$313K +$2.72K +10 +0.9%
LT
1249
Legacy Trust
Michigan
$313K -$132K -486 -30%
IAN
1250
Integrated Advisors Network
Texas
$311K +$5.98K +22 +2%
48 49
50
51 52