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CME Group
CME

Name Holding Trade Value Shares
Change 		Change in
Stake
RBC
1551
Roble Belko & Company
Pennsylvania
$22K – – –
ADL
1552
Asset Dedication LLC
California
$21.6K +$5.53K +20 +26%
SVCP
1553
Silicon Valley Capital Partners
California
$21.3K +$26.8K +97 New
JWA
1554
JFS Wealth Advisors
Pennsylvania
$21.2K -$6.92K -25 -21%
NAAA
1555
New Age Alpha Advisors
New York
$20.8K -$4.43K -16 -15%
CLOS
1556
Compagnie Lombard Odier SCmA
Switzerland
$20.3K -$18.8K -68 -43%
TSMHT
1557
Thurston Springer Miller Herd & Titak
Indiana
$20.3K +$5.81K +21 +30%
FP
1558
Financial Perspectives
Minnesota
$20.1K – – –
RWPA
1559
Richard W. Paul & Associates
Michigan
$19.9K +$277 +1 +1%
HNW
1560
High Note Wealth
Minnesota
$19.2K +$6.36K +23 +36%
TFGT
1561
TS Financial Group (TSFG)
Illinois
$19K – – –
AFG
1562
Albion Financial Group
Utah
$18.8K – – –
SSG
1563
Summit Securities Group
New York
$18.6K -$546K -1,975 -96%
RWM
1564
Raffa Wealth Management
District of Columbia
$18.3K +$1.38K +5 +6%
LF
1565
LifeSteps Financial
California
$18.3K +$23K +83 New
HWP
1566
Highline Wealth Partners
California
$18.1K +$1.38K +5 +6%
MSG
1567
Main Street Group
Virginia
$17.7K -$8.02K -29 -27%
PIP
1568
Philadelphia Investment Partners
New Jersey
$17.2K -$1.11K -4 -5%
DIP
1569
DT Investment Partners
Pennsylvania
$17.2K – – –
BFS
1570
Bare Financial Services
Pennsylvania
$17.2K +$6.92K +25 +47%
OCWP
1571
Owl Creek Wealth Partners
Colorado
$17K -$47K -170 -69%
MWPCG
1572
Measured Wealth Private Client Group
New Hampshire
$17K – – –
EWP
1573
Elevation Wealth Partners
California
$16.8K +$8.02K +29 +62%
AAG
1574
Armstrong Advisory Group
Massachusetts
$16.6K – – –
HCM
1575
Hollencrest Capital Management
California
$16.6K – – –
61 62
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64 65