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CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
1601
Dogwood Wealth Management
Kansas
$52.3K +$4.46K +15 +9%
CMP
1602
Coston McIsaac & Partners
Maine
$52K – – –
DAM
1603
Delta Asset Management
Tennessee
$51.7K – – –
PWA
1604
Physician Wealth Advisors
Utah
$51.4K +$2.38K +8 +5%
OCM
1605
Osbon Capital Management
Massachusetts
$49.4K – – –
CLOS
1606
Compagnie Lombard Odier SCmA
Switzerland
$47.3K -$293K -987 -86%
SIC
1607
Salem Investment Counselors
North Carolina
$45.8K +$46K +155 New
SIC
1608
SJS Investment Consulting
Ohio
$45.2K +$594 +2 +1%
PSB
1609
Piscataqua Savings Bank
New Hampshire
$44.6K – – –
HPBT
1610
Hickory Point Bank & Trust
Illinois
$44.3K +$44.6K +150 New
PUI
1611
Purpose Unlimited Inc
$44K -$5.35K -18 -11%
FFO
1612
Fortitude Family Office
Arizona
$43.4K +$13.4K +45 +44%
FLP
1613
Financial Life Planners
Arizona
$43.2K +$43.4K +146 New
CCM
1614
Chilton Capital Management
Texas
$43.1K -$891 -3 -2%
OA
1615
Operose Advisors
Wisconsin
$42.2K +$42.5K +143 New
KAS
1616
Kemnay Advisory Services
New York
$41.9K -$297 -1 -0.7%
FDCP
1617
Foster Dykema Cabot & Partners
Massachusetts
$41.9K – – –
FCAS
1618
First Command Advisory Services
Texas
$41.9K +$35.6K +120 +545%
WPWM
1619
Western Pacific Wealth Management
Illinois
$41.6K – – –
EC
1620
Elequin Capital
New York
$41.1K +$41.3K +139 New
IAAG
1621
Innovative Asset Advisors Group
Connecticut
$39.6K +$39.8K +134 New
PB
1622
Prosperity Bancshares
Texas
$38.7K +$14.6K +49 +60%
MSWM
1623
Mowery & Schoenfeld Wealth Management
Illinois
$37.8K +$2.08K +7 +6%
TGY2IT
1624
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$37.5K +$37.7K +127 New
GIM
1625
Gold Investment Management
Alberta, Canada
$36.9K – – –