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CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
BPBT
501
Boston Private Bank & Trust
Massachusetts
$116K – – –
HHMI
502
Howard Hughes Medical Institute
Maryland
$105K -$48K -636 -31%
CLOS
503
Compagnie Lombard Odier SCmA
Switzerland
$104K – – –
Creative Planning
504
Creative Planning
Kansas
$103K -$82.1K -1,089 -44%
LTFS
505
Ladenburg Thalmann Financial Services
Florida
$101K -$4.68K -62 -4%
SAMC
506
Shinko Asset Management Company
Japan
$99K -$8.45K -112 -8%
Northwestern Mutual Wealth Management
507
Northwestern Mutual Wealth Management
Wisconsin
$87K +$6.94K +92 +9%
GT
508
Glenmede Trust
Pennsylvania
$86K -$3.32K -44 -4%
JFGIW
509
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$82K +$39.2K +520 +88%
OIA
510
Optimum Investment Advisors
Illinois
$78K – – –
CCS
511
Crosspoint Capital Strategies
California
$74K – – –
ARMC
512
American Research & Management Company
Massachusetts
$73K -$9.43K -125 -11%
EWM
513
Evercore Wealth Management
New York
$71K +$67.9K +900 +1,500%
AR
514
Advisory Research
Illinois
$69K +$70.5K +934 New
AW
515
Alpha Windward
Massachusetts
$64K – – –
MA
516
MUFG Americas
New York
$62K +$31K +411 +96%
FBT
517
Founders Bank & Trust
Michigan
$62K +$48.7K +645 +327%
WT
518
Whittier Trust
California
$60K +$4.22K +56 +7%
W
519
Wealthfront
California
$56K +$57.9K +768 New
IMS
520
Index Management Solutions
Pennsylvania
$51K -$179K -2,367 -77%
KCPG
521
Kavar Capital Partners Group
Kansas
$46K – – –
FFC
522
First Financial Corp
Indiana
$46K +$21.9K +290 +87%
WA
523
WealthTrust-Arizona
Arizona
$44K +$15.1K +200 +51%
MAM
524
Mizuho Asset Management
Japan
$43K – – –
CAL
525
Capital Analysts LLC
Pennsylvania
$42.3K – – –