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CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
CSB
1401
City State Bank
Iowa
$13.9K – – –
IBOK
1402
Independence Bank of Kentucky
Kentucky
$13.9K – – –
VWM
1403
Valley Wealth Managers
New Jersey
$13.9K – – –
WIM
1404
Westside Investment Management
California
$13.9K – – –
FFA
1405
Frazier Financial Advisors
Ohio
$13.9K -$5.52K -24 -29%
BCMLT
1406
Beacon Capital Management LLC (Tennessee)
Tennessee
$13.8K – – –
KFI
1407
Key Financial Inc
Pennsylvania
$13.5K – – –
BAM
1408
Byrne Asset Management
New Jersey
$12.8K – – –
FGC
1409
Financial Gravity Companies
Texas
$12.8K – – –
RCM
1410
Raleigh Capital Management
North Carolina
$12.1K +$2.07K +9 +21%
LWA
1411
Lowe Wealth Advisors
Maryland
$11.6K – – –
MMCM
1412
Murphy & Mullick Capital Management
New York
$11.6K +$11.5K +50 New
ADL
1413
Asset Dedication LLC
California
$11.4K +$3.68K +16 +48%
CTC
1414
Cetera Trust Company
Minnesota
$11.4K – – –
CBT
1415
CoreFirst Bank & Trust
Kansas
$10.7K – – –
CPG
1416
Cornerstone Planning Group
New Jersey
$10.7K +$460 +2 +5%
CP
1417
Castleview Partners
Texas
$10.2K +$10.1K +44 New
RTL
1418
Red Tortoise LLC
Georgia
$10.2K – – –
RWM
1419
Raffa Wealth Management
District of Columbia
$9.99K +$2.07K +9 +26%
SVCP
1420
Silicon Valley Capital Partners
California
$9.9K +$230 +1 +2%
WT
1421
Washington Trust
Rhode Island
$9.86K -$230 -1 -2%
LWANC
1422
Laurel Wealth Advisors (North Carolina)
North Carolina
$9.75K – – –
GJIA
1423
Glass Jacobson Investment Advisors
Maryland
$9.52K +$4.6K +20 +95%
SFGP
1424
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$9.29K +$9.2K +40 New
LIS
1425
Legacy Investment Solutions
Idaho
$9.06K – – –