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CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
551
Barrett Asset Management
New York
$16K – – –
EFSCE
552
Enterprise Financial Services Corp (EFSC)
Missouri
$16K +$1.33K +17 +9%
SMA
553
Simply Money Advisors
Ohio
$15K – – –
LWCFA
554
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$14K – – –
FBT
555
Founders Bank & Trust
Michigan
$14K +$15.4K +197 New
TWA
556
TCI Wealth Advisors
Arizona
$13K – – –
CG
557
Colony Group
Massachusetts
$12K +$11.7K +150 New
HMS
558
Hanseatic Management Services
New Mexico
$11K -$27.2K -348 -71%
MFS
559
MSI Financial Services
Massachusetts
$11K -$8.3K -106 -44%
AC
560
Alexandria Capital
Virginia
$11K +$1.72K +22 +20%
FIG
561
Fusion Investment Group
Pennsylvania
$11K +$10.5K +134 New
PCTC
562
Perkins Coie Trust Company
Washington
$11K +$11K +140 New
CFS
563
Community Financial System
New York
$10K – – –
CHC
564
City Holding Co
West Virginia
$10K +$9.79K +125 New
SSB
565
Sandy Spring Bank
Maryland
$9K +$9.4K +120 New
NES
566
New England Securities
New York
$8K -$11.7K -150 -59%
TFO
567
Tarbox Family Office
California
$8K +$8.46K +108 New
CFA
568
Carroll Financial Associates
North Carolina
$7K – – –
EWM
569
Evercore Wealth Management
New York
$5K -$9.71K -124 -67%
FMII
570
Farmers & Merchants Investments Inc
Nebraska
$5K – – –
SF
571
Synovus Financial
Georgia
$5K – – –
OC
572
Oakworth Capital
Alabama
$5K +$5.48K +70 New
CAW
573
Cornerstone Advisors (Washington)
Washington
$2K – – –
ST
574
Smithfield Trust
Pennsylvania
$2K +$2.19K +28 New
CCM
575
Chilton Capital Management
Texas
$1.57K – – –