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CME Group
CME

Name Holding Trade Value Shares
Change 		Change in
Stake
FDCP
1501
Foster Dykema Cabot & Partners
Massachusetts
$39.1K – – –
1M
1502
1248 Management
Missouri
$39.1K +$38.6K +142 New
CYG
1503
Clean Yield Group
Vermont
$39K -$816 -3 -2%
WPWM
1504
Western Pacific Wealth Management
Illinois
$38.8K -$19.9K -73 -34%
NAAA
1505
New Age Alpha Advisors
New York
$38K – – –
PGAM
1506
Princeton Global Asset Management
New Jersey
$35.9K +$6.53K +24 +23%
MSWM
1507
Mowery & Schoenfeld Wealth Management
Illinois
$35.3K -$12K -44 -26%
KFI
1508
Key Financial Inc
Pennsylvania
$35K – – –
GIM
1509
Gold Investment Management
Alberta, Canada
$34.4K – – –
WIM
1510
Westside Investment Management
California
$33.9K +$17.1K +63 +105%
TC
1511
Truvestments Capital
Florida
$33.2K – – –
ABWM
1512
Alpine Bank Wealth Management
Colorado
$33.1K – – –
BSB
1513
Bangor Savings Bank
Maine
$32.5K – – –
BFPW
1514
BOK Financial Private Wealth
Colorado
$32.2K -$11.4K -42 -26%
RA
1515
Ransom Advisory
Rhode Island
$31.7K – – –
GSWM
1516
Golden State Wealth Management
California
$31.4K – – –
FFO
1517
Fortitude Family Office
Arizona
$31.1K -$10.6K -39 -26%
CIAS
1518
CBIZ Investment Advisory Services
Ohio
$31K -$28.8K -106 -48%
TCA
1519
Trifecta Capital Advisors
Illinois
$31K +$11.4K +42 +59%
DFA
1520
DHJJ Financial Advisors
Illinois
$30.3K – – –
CPG
1521
Cornerstone Planning Group
New Jersey
$30.2K +$1.63K +6 +6%
SHM
1522
Sagard Holdings Management
Ontario, Canada
$30K +$29.6K +109 New
RA
1523
Rational Advisors
New York
$29.8K +$29.4K +108 New
PWA
1524
Physician Wealth Advisors
Utah
$28.7K +$3.26K +12 +13%
RBC
1525
Roble Belko & Company
Pennsylvania
$28K -$2.72K -10 -9%
59 60
61
62 63