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CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
FPB
651
First PREMIER Bank
South Dakota
$554K – – –
CA
652
Cetera Advisors
Colorado
$548K -$4.98K -25 -0.8%
ECM
653
Exchange Capital Management
Michigan
$547K -$158K -795 -20%
MCM
654
MV Capital Management
Maryland
$544K +$56.3K +283 +10%
S
655
SimplyRich
California
$539K -$69.7K -350 -10%
VAS
656
Vestmark Advisory Solutions
Massachusetts
$538K +$620K +3,113 New
EWM
657
Evercore Wealth Management
New York
$532K -$3.78K -19 -0.6%
ORI
658
Oak Ridge Investments
Illinois
$531K -$53.7K -270 -8%
PA
659
Parallel Advisors
California
$527K -$66.1K -332 -10%
TCOO
660
Trust Company of Oklahoma
Oklahoma
$519K – – –
6M
661
6 Meridian
Kansas
$518K +$58.9K +296 +11%
WAM
662
Wealthspire Advisors (Maryland)
Maryland
$515K -$120K -604 -17%
BPC
663
Banque Pictet & Cie
Switzerland
$514K – – –
PNAA
664
Pictet North America Advisors
Switzerland
$514K – – –
COF
665
Capital One Financial
Virginia
$509K +$586K +2,942 New
GCMG
666
Gyroscope Capital Management Group
Florida
$506K +$60.3K +303 +12%
AIA
667
Alera Investment Advisors
Illinois
$502K – – –
PPW
668
Parcion Private Wealth
Washington
$502K +$14.9K +75 +3%
ALAM
669
Asahi Life Asset Management
Japan
$500K +$15.9K +80 +3%
AWM
670
Aevitas Wealth Management
Massachusetts
$497K +$199 +1 +0%
FIM
671
Freedom Investment Management
Connecticut
$491K -$47K -236 -9%
SXL
672
Summit X LLC
Missouri
$487K +$1.99K +10 +0.4%
KWM
673
Keebeck Wealth Management
Illinois
$485K – – –
VRS
674
Virginia Retirement Systems
Virginia
$484K -$2.51M -12,600 -82%
BS
675
Bessemer Securities
New York
$484K – – –