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CME Group
CME

Name Holding Trade Value Shares
Change 		Change in
Stake
AFW
1301
Atlantic Family Wealth
Florida
$344K +$346K +1,164 New
SSCA
1302
South Shore Capital Advisors
Massachusetts
$340K -$20.2K -68 -6%
PWMAG
1303
Pinnacle Wealth Management Advisory Group
New Jersey
$340K +$16.9K +57 +5%
PWPS
1304
Pinnacle Wealth Planning Services
Ohio
$339K +$10.1K +34 +3%
BB
1305
Berkshire Bank
Massachusetts
$338K – – –
SFG
1306
Strive Financial Group
Indiana
$337K +$26.7K +90 +9%
BFIM
1307
Beese Fulmer Investment Management
Ohio
$337K +$339K +1,141 New
TCOK
1308
Trust Company of Kansas
Kansas
$336K – – –
CAM
1309
Cidel Asset Management
Ontario, Canada
$336K +$54.1K +182 +19%
SIA
1310
Serenity Investment Advisors
Illinois
$335K +$8.32K +28 +2%
TBNY
1311
Trustco Bank (New York)
New York
$335K +$25.2K +85 +8%
LT
1312
Legacy Trust
Michigan
$335K – – –
MAWA
1313
Moss Adams Wealth Advisors
Washington
$334K +$31.5K +106 +10%
AHL
1314
Abel Hall LLC
Louisiana
$334K +$336K +1,131 New
TPI
1315
Trust Point Inc
Wisconsin
$333K +$36.2K +122 +12%
RB
1316
Renasant Bank
Mississippi
$332K +$55.8K +188 +20%
RSWM
1317
Robertson Stephens Wealth Management
California
$331K +$4.46K +15 +1%
MW
1318
Marble Wealth
Alabama
$330K -$160K -539 -33%
LA
1319
Legacy Advisors
Pennsylvania
$330K +$297 +1 +0.1%
GFG
1320
Greystone Financial Group
Michigan
$329K -$970K -3,265 -75%
TAM
1321
Titleist Asset Management
Texas
$328K +$9.21K +31 +3%
TCM
1322
Traynor Capital Management
Pennsylvania
$328K +$14.9K +50 +5%
BAM
1323
Berkshire Asset Management
Pennsylvania
$327K +$7.72K +26 +2%
OAG
1324
Oakmont Advisory Group
New Mexico
$327K -$35K -118 -10%
RHAM
1325
Round Hill Asset Management
California
$326K -$22.9K -77 -7%
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