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CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
776
Cohen Capital Management
California
$348K
PC
777
Permanens Capital
New York
$348K
9WM
778
9258 Wealth Management
Ohio
$348K +$35K +173 +11%
FMC
779
First Merchants Corp
Indiana
$341K
WKWM
780
Walter & Keenan Wealth Management
Indiana
$341K
CCFM
781
Clear Creek Financial Management
Washington
$337K +$8.1K +40 +2%
SIMM
782
Stillwater Investment Management (Minnesota)
Minnesota
$335K +$1.62K +8 +0.5%
MPWT
783
MassMutual Private Wealth & Trust
Connecticut
$334K -$111K -549 -24%
LIM
784
Lagoda Investment Management
New York
$334K +$5.07K +25 +1%
1SB
785
1ST Source Bank
Indiana
$327K
KPW
786
Kore Private Wealth
New York
$327K +$39.9K +197 +13%
Alyeska Investment Group
787
Alyeska Investment Group
Illinois
$326K +$341K +1,684 New
RCAG
788
Rehmann Capital Advisory Group
Michigan
$326K -$13.4K -66 -4%
WA
789
Wambolt & Associates
Colorado
$325K
DP
790
Dearborn Partners
Illinois
$322K +$1.01K +5 +0.3%
IBOK
791
Independence Bank of Kentucky
Kentucky
$322K +$91.2K +450 +37%
CFB
792
Cullen/Frost Bankers
Texas
$321K -$26.5K -131 -7%
Massachusetts Financial Services
793
Massachusetts Financial Services
Massachusetts
$320K -$3.85K -19 -1%
LCM
794
Logan Capital Management
Pennsylvania
$316K
UF
795
Univest Financial
Pennsylvania
$315K -$23.3K -115 -7%
SSG
796
Summit Securities Group
New York
$314K +$40.9K +202 +14%
NGA
797
Naples Global Advisors
Florida
$309K -$2.43K -12 -0.7%
JHCP
798
Jackson Hole Capital Partners
Oklahoma
$307K
PCH
799
PGIM Custom Harvest
New Jersey
$305K
BPA
800
Beacon Pointe Advisors
California
$304K +$109K +540 +52%