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CME Group
CME

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
1301
SOA Wealth Advisors
New York
$8.04K +$7.04K +33 +660%
DF
1302
Dunhill Financial
United Kingdom
$7.84K +$7.89K +37 New
APW
1303
Acima Private Wealth
Virginia
$7.79K – – –
JFG
1304
JDM Financial Group
Texas
$7.37K – – –
AP
1305
Atwood & Palmer
Missouri
$7.37K – – –
FWM
1306
Focused Wealth Management
New York
$7.37K – – –
TCM
1307
Tradewinds Capital Management
Washington
$7.37K – – –
MIM
1308
Macroview Investment Management
Maryland
$7.37K +$4.48K +21 +150%
MSWM
1309
Mowery & Schoenfeld Wealth Management
Illinois
$7.16K +$7.25K +34 New
RWM
1310
Raffa Wealth Management
District of Columbia
$7.16K – – –
CAL
1311
Capital Analysts LLC
Pennsylvania
$7K – – –
AA
1312
Addison Advisors
Vermont
$6.74K -$8.32K -39 -55%
NCM
1313
Northwest Capital Management
Oregon
$6.11K – – –
WB
1314
Webster Bank
Connecticut
$6.11K – – –
TSW
1315
Thompson Siegel & Walmsley
Virginia
$6K – – –
CFD
1316
Creative Financial Designs
Indiana
$5.93K – – –
CPG
1317
Cornerstone Planning Group
New Jersey
$5.9K -$1.28K -6 -18%
SCA
1318
Stuart Chaussee & Associates
California
$5.9K – – –
SIS
1319
Strategic Investment Solutions
Illinois
$5.69K -$374K -1,751 -98%
CJ
1320
Caitlin John
Michigan
$5.42K +$5.33K +25 New
ATC
1321
Adirondack Trust Company
New York
$5.07K – – –
TWD
1322
True Wealth Design
Ohio
$5.05K +$5.12K +24 New
CSC
1323
Caldwell Sutter Capital
California
$5.05K – – –
EWP
1324
Elevation Wealth Partners
California
$5.01K – – –
AW
1325
Avion Wealth
Texas
$5K +$427 +2 +10%
51 52
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