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CME Group
CME

Name Holding Trade Value Shares
Change 		Change in
Stake
MW
1526
Merited Wealth
Florida
$60.9K +$60.6K +223 New
SN
1527
Sittner & Nelson
Oregon
$60.5K – – –
BIA
1528
Bell Investment Advisors
California
$60.4K +$7.61K +28 +15%
AW
1529
Avion Wealth
Texas
$60K +$1.9K +7 +3%
WETS
1530
Wealth Enhancement Trust Services
South Dakota
$59K +$58.7K +216 New
MIFH
1531
Migdal Insurance & Financial Holdings
Israel
$55K +$55.2K +203 New
CTB
1532
Country Trust Bank
Illinois
$54.6K -$13.6K -50 -20%
GCM
1533
Gables Capital Management
Florida
$54.6K – – –
WIM
1534
Westside Investment Management
California
$54.4K +$4.08K +15 +8%
AF
1535
Alerus Financial
North Dakota
$53.5K – – –
EPIME
1536
Evelyn Partners Investment Management (Europe)
$53.3K +$43.5K +160 +457%
SL
1537
Salomon & Ludwin
Virginia
$52.8K +$20.7K +76 +66%
CPG
1538
Cornerstone Planning Group
New Jersey
$49.9K +$1.63K +6 +4%
CA
1539
Crewe Advisors
Utah
$49.2K +$4.62K +17 +10%
1M
1540
1248 Management
Missouri
$49.2K – – –
CMP
1541
Coston McIsaac & Partners
Maine
$48K – – –
DAM
1542
Delta Asset Management
Tennessee
$47.8K – – –
OCM
1543
Osbon Capital Management
Massachusetts
$45.7K +$45.4K +167 New
PUI
1544
Purpose Unlimited Inc
$45.6K +$45.4K +167 New
PWA
1545
Physician Wealth Advisors
Utah
$45.3K +$15.2K +56 +51%
DWM
1546
Dogwood Wealth Management
Kansas
$44.2K -$2.17K -8 -5%
JWA
1547
JFS Wealth Advisors
Pennsylvania
$43.4K +$22K +81 +104%
GAG
1548
Goodman Advisory Group
Massachusetts
$42.6K +$42.4K +156 New
SIC
1549
SJS Investment Consulting
Ohio
$41.2K +$2.45K +9 +6%
PSB
1550
Piscataqua Savings Bank
New Hampshire
$41.2K – – –
60 61
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63 64