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CME Group
CME

Name Holding Trade Value Shares
Change 		Change in
Stake
WPWM
1526
Western Pacific Wealth Management
Illinois
$31.1K – – –
EWM
1527
Evermay Wealth Management
Virginia
$30.9K -$41.5K -150 -52%
QPBE
1528
Quintet Private Bank (Europe)
Luxembourg
$30.9K -$334K -1,209 -90%
MEG
1529
Millstone Evans Group
Colorado
$30.5K -$31K -112 -45%
AT
1530
Arlington Trust
Alabama
$30K +$7.75K +28 +26%
RA
1531
Rational Advisors
New York
$29.6K +$3.6K +13 +11%
FFO
1532
Fortitude Family Office
Arizona
$29.4K -$3.87K -14 -10%
SWP
1533
Strategic Wealth Partners
Ohio
$28.7K +$4.7K +17 +15%
MSWM
1534
Mowery & Schoenfeld Wealth Management
Illinois
$28.3K – – –
DF
1535
Downshift Financial
Colorado
$28.3K +$35.4K +128 New
FC
1536
Financial Consulate
Maryland
$28K +$2.21K +8 +7%
SIM
1537
Sims Investment Management
Ohio
$28K +$35.1K +127 New
PB
1538
Prosperity Bancshares
Texas
$27.8K -$1.38K -5 -4%
GIM
1539
Gold Investment Management
Alberta, Canada
$27.6K – – –
UCB
1540
United Community Bank
South Carolina
$27.4K – – –
BSB
1541
Bangor Savings Bank
Maine
$26.1K – – –
B
1542
Bayban
Minnesota
$25.4K – – –
PWA
1543
Physician Wealth Advisors
Utah
$25.2K -$16.6K -60 -34%
GSEP
1544
Golden State Equity Partners
California
$25.2K -$1.25M -4,510 -98%
DFA
1545
DHJJ Financial Advisors
Illinois
$24.3K – – –
SL
1546
Salomon & Ludwin
Virginia
$24K -$24.3K -88 -46%
AWM
1547
Ameliora Wealth Management
Switzerland
$22.7K – – –
AWA
1548
Acumen Wealth Advisors
Tennessee
$22.5K -$3.04K -11 -10%
LWCFA
1549
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$22.1K – – –
MAM
1550
Morse Asset Management
Connecticut
$22.1K +$27.7K +100 New
60 61
62
63 64