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CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
TPBG
1551
Turning Point Benefit Group
Maryland
$14.9K +$15.2K +56 New
SHIM
1552
Stone House Investment Management
Pennsylvania
$14.9K +$544 +2 +4%
BFS
1553
Bare Financial Services
Pennsylvania
$14.3K +$8.98K +33 +165%
RWM
1554
Raffa Wealth Management
District of Columbia
$13.8K -$60.9K -224 -81%
KFP
1555
Kerr Financial Planning
California
$13.6K +$13.1K +48 New
LWA
1556
Lowe Wealth Advisors
Maryland
$13.5K
MMCM
1557
Murphy & Mullick Capital Management
New York
$13.5K
AG
1558
AmeriFlex Group
Nevada
$13.2K -$9.25K -34 -41%
AIM
1559
Access Investment Management
Georgia
$13K
SIS
1560
Sound Income Strategies
Florida
$12.9K -$6.8K -25 -34%
CI
1561
Clal Insurance
Israel
$12K +$1.91K +7 +19%
MAM
1562
Marquette Asset Management
Minnesota
$11.9K +$12K +44 New
RTL
1563
Red Tortoise LLC
Georgia
$11.9K
DF
1564
Dunhill Financial
United Kingdom
$11.5K +$272 +1 +2%
CIA
1565
Cape Investment Advisory
Georgia
$11.1K +$1.09K +4 +11%
JSAM
1566
J. Safra Asset Management
New York
$10.8K +$10.9K +40 New
AWM
1567
Abound Wealth Management
Tennessee
$10.5K +$272 +1 +3%
UIC
1568
Uniplan Investment Counsel
Wisconsin
$10.3K -$8.44K -31 -45%
ACM
1569
Anfield Capital Management
California
$10.3K
SWP
1570
Strategic Wealth Partners
Ohio
$10.3K
TSMHT
1571
Thurston Springer Miller Herd & Titak
Indiana
$10.3K -$187K -688 -95%
LWMI
1572
Legacy Wealth Management (Idaho)
Idaho
$10K
KG
1573
Kilter Group
New York
$10K +$1.09K +4 +12%
SWA
1574
SOA Wealth Advisors
New York
$9.85K
EWP
1575
Elevation Wealth Partners
California
$9.73K +$2.99K +11 +44%