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CME Group
CME

Name Holding Trade Value Shares
Change 		Change in
Stake
GIM
1501
Gold Investment Management
Alberta, Canada
$33.8K – – –
CIAS
1502
CBIZ Investment Advisory Services
Ohio
$32.9K +$2.45K +9 +8%
SAM
1503
Strive Asset Management
Ohio
$32.2K +$32.4K +119 New
BSB
1504
Bangor Savings Bank
Maine
$31.9K – – –
RA
1505
Ransom Advisory
Rhode Island
$31.1K – – –
GSWM
1506
Golden State Wealth Management
California
$30.8K – – –
SL
1507
Salomon & Ludwin
Virginia
$30.7K +$13.9K +51 +78%
TCA
1508
Trifecta Capital Advisors
Illinois
$30.4K – – –
CTC
1509
Corundum Trust Company
South Dakota
$30.3K +$30.5K +112 New
FFO
1510
Fortitude Family Office
Arizona
$30K -$544 -2 -2%
DFA
1511
DHJJ Financial Advisors
Illinois
$29.7K – – –
PWA
1512
Physician Wealth Advisors
Utah
$29.7K +$1.63K +6 +6%
SHM
1513
Sagard Holdings Management
Ontario, Canada
$29.5K – – –
LI
1514
LRI Investments
Florida
$28.8K -$23.1K -85 -44%
RA
1515
Rational Advisors
New York
$28.6K -$544 -2 -2%
FC
1516
Financial Consulate
Maryland
$28.4K +$28.6K +105 New
AWM
1517
Ameliora Wealth Management
Switzerland
$27.8K +$28K +103 New
RBC
1518
Roble Belko & Company
Pennsylvania
$27K – – –
LWCFA
1519
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$26.9K +$27.2K +100 New
WTA
1520
Washington Trust Advisors
Massachusetts
$26.7K – – –
HWP
1521
Highline Wealth Partners
California
$25.7K +$272 +1 +1%
AFG
1522
Albion Financial Group
Utah
$25.4K +$2.45K +9 +11%
AWM
1523
Activest Wealth Management
Florida
$25.1K – – –
CT
1524
Caldwell Trust
Florida
$25.1K +$13.6K +50 +116%
FP
1525
Financial Perspectives
Minnesota
$24.5K – – –
59 60
61
62 63