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CME Group
CME

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
651
Cetera Advisors
Colorado
$548K -$4.98K -25 -0.8%
ECM
652
Exchange Capital Management
Michigan
$547K -$158K -795 -20%
MCM
653
MV Capital Management
Maryland
$544K +$56.3K +283 +10%
S
654
SimplyRich
California
$539K -$69.7K -350 -10%
VAS
655
Vestmark Advisory Solutions
Massachusetts
$538K +$620K +3,113 New
EWM
656
Evercore Wealth Management
New York
$532K -$3.78K -19 -0.6%
ORI
657
Oak Ridge Investments
Illinois
$531K -$53.7K -270 -8%
PA
658
Parallel Advisors
California
$527K -$66.1K -332 -10%
TCOO
659
Trust Company of Oklahoma
Oklahoma
$519K – – –
6M
660
6 Meridian
Kansas
$518K +$58.9K +296 +11%
WAM
661
Wealthspire Advisors (Maryland)
Maryland
$515K -$120K -604 -17%
BPC
662
Banque Pictet & Cie
Switzerland
$514K – – –
PNAA
663
Pictet North America Advisors
Switzerland
$514K – – –
COF
664
Capital One Financial
Virginia
$509K +$586K +2,942 New
GCMG
665
Gyroscope Capital Management Group
Florida
$506K +$60.3K +303 +12%
AIA
666
Alera Investment Advisors
Illinois
$502K – – –
PPW
667
Parcion Private Wealth
Washington
$502K +$14.9K +75 +3%
ALAM
668
Asahi Life Asset Management
Japan
$500K +$15.9K +80 +3%
AWM
669
Aevitas Wealth Management
Massachusetts
$497K +$199 +1 +0%
FIM
670
Freedom Investment Management
Connecticut
$491K -$47K -236 -9%
SXL
671
Summit X LLC
Missouri
$487K +$1.99K +10 +0.4%
KWM
672
Keebeck Wealth Management
Illinois
$485K – – –
VRS
673
Virginia Retirement Systems
Virginia
$484K -$2.51M -12,600 -82%
BS
674
Bessemer Securities
New York
$484K – – –
CTA
675
Chesley Taft & Associates
Illinois
$484K – – –
25 26
27
28 29