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CME Group
CME

Name Holding Trade Value Shares
Change 		Change in
Stake
FMBTD
726
First Midwest Bank Trust Division
Illinois
$576K +$44K +200 +9%
MMPW
727
Mitchell McLeod Pugh & Williams
Alabama
$573K -$48.4K -220 -8%
FFM
728
Forum Financial Management
Illinois
$573K +$551K +2,506 New
FWP
729
FAS Wealth Partners
Kansas
$569K +$305K +1,387 +126%
MWM
730
Modera Wealth Management
New Jersey
$568K +$226K +1,028 +70%
EN1L
731
Engine No 1 LLC
California
$562K +$114K +516 +27%
ECM
732
Exchange Capital Management
Michigan
$557K +$10.8K +49 +2%
SP
733
Symmetry Partners
Connecticut
$553K -$105K -475 -16%
XT
734
XTX Topco
Cayman Islands
$549K -$138K -629 -21%
HDIM
735
Hanson & Doremus Investment Management
Vermont
$549K – – –
AWM
736
AE Wealth Management
Kansas
$549K +$44K +200 +9%
CCM
737
Coldstream Capital Management
Washington
$549K +$529K +2,403 New
DJSG
738
D.J. St. Germain
Massachusetts
$547K – – –
IC
739
Inverness Counsel
New York
$543K -$29.9K -136 -5%
CWM
740
Calamos Wealth Management
Illinois
$541K +$13.9K +63 +3%
S
741
SignatureFD
Georgia
$541K +$32.3K +147 +7%
VAS
742
Vestmark Advisory Solutions
Massachusetts
$537K +$62.5K +284 +14%
QCG
743
Quadrant Capital Group
Ohio
$533K +$45.3K +206 +10%
AF
744
Allworth Financial
California
$533K +$53K +241 +12%
SWM
745
Spire Wealth Management
Virginia
$526K +$168K +764 +50%
SCM
746
Shelton Capital Management
Colorado
$521K -$19.6K -89 -4%
CA
747
Continuum Advisory
Idaho
$518K -$55K -250 -10%
HNB
748
Huntington National Bank
Ohio
$516K +$6.16K +28 +1%
MSAM
749
Moloney Securities Asset Management
Missouri
$515K -$45.3K -206 -8%
NW
750
NewEdge Wealth
Pennsylvania
$513K +$95.1K +432 +24%
28 29
30
31 32