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CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
PC
776
Permanens Capital
New York
$368K +$78.8K +400 +29%
LSAG
777
Lake Street Advisors Group
New Hampshire
$366K +$10.4K +53 +3%
FFA
778
First Foundation Advisors
California
$362K +$349K +1,774 New
RCAG
779
Rehmann Capital Advisory Group
Michigan
$361K +$80.6K +409 +30%
BWM
780
Buckley Wealth Management
Nevada
$361K +$72.9K +370 +27%
CS
781
Comerica Securities
Michigan
$361K +$79.6K +404 +30%
QVT
782
Quantitative Value Technologies
Kansas
$361K +$348K +1,768 New
CAM
783
Carret Asset Management
New York
$360K – – –
FMC
784
First Merchants Corp
Indiana
$360K +$2.36K +12 +0.7%
HAIM
785
Hunter Associates Investment Management
Pennsylvania
$357K +$28.2K +143 +9%
NW
786
NewEdge Wealth
Pennsylvania
$356K +$343K +1,743 New
AIA
787
Avalon Investment & Advisory
Texas
$353K -$18.9M -95,805 -98%
DP
788
Dearborn Partners
Illinois
$353K +$106K +537 +45%
DAS
789
Dynamic Advisor Solutions
Arizona
$351K -$591 -3 -0.2%
SIMM
790
Stillwater Investment Management (Minnesota)
Minnesota
$351K +$5.32K +27 +2%
1SB
791
1ST Source Bank
Indiana
$346K -$18.7K -95 -5%
4WM
792
44 Wealth Management
Oregon
$346K +$102K +517 +44%
DT
793
Diversified Trust
Tennessee
$345K +$73.7K +374 +28%
QCG
794
Quadrant Capital Group
Ohio
$342K +$78.4K +398 +31%
WA
795
Wambolt & Associates
Colorado
$341K +$1.38K +7 +0.4%
AWM
796
Altium Wealth Management
New York
$338K +$1.97K +10 +0.6%
Massachusetts Financial Services
797
Massachusetts Financial Services
Massachusetts
$338K +$326K +1,653 New
MIA
798
MainStreet Investment Advisors
Illinois
$337K -$114K -577 -26%
FMLI
799
Fukoku Mutual Life Insurance
Japan
$337K – – –
HSA
800
HBK Sorce Advisory
Pennsylvania
$337K +$1.18K +6 +0.4%