We are live on ! Find out more
CME icon

CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
MFW
776
Meristem Family Wealth
Minnesota
$348K -$257K -1,268 -41%
CCM
777
Cohen Capital Management
California
$348K – – –
PC
778
Permanens Capital
New York
$348K – – –
9WM
779
9258 Wealth Management
Ohio
$348K +$35K +173 +11%
FMC
780
First Merchants Corp
Indiana
$341K – – –
WKWM
781
Walter & Keenan Wealth Management
Indiana
$341K – – –
CCFM
782
Clear Creek Financial Management
Washington
$337K +$8.1K +40 +2%
SIMM
783
Stillwater Investment Management (Minnesota)
Minnesota
$335K +$1.62K +8 +0.5%
MPWT
784
MassMutual Private Wealth & Trust
Connecticut
$334K -$111K -549 -24%
LIM
785
Lagoda Investment Management
New York
$334K +$5.07K +25 +1%
1SB
786
1ST Source Bank
Indiana
$327K – – –
KPW
787
Kore Private Wealth
New York
$327K +$39.9K +197 +13%
Alyeska Investment Group
788
Alyeska Investment Group
Illinois
$326K +$341K +1,684 New
RCAG
789
Rehmann Capital Advisory Group
Michigan
$326K -$13.4K -66 -4%
WA
790
Wambolt & Associates
Colorado
$325K – – –
DP
791
Dearborn Partners
Illinois
$322K +$1.01K +5 +0.3%
IBOK
792
Independence Bank of Kentucky
Kentucky
$322K +$91.2K +450 +37%
CFB
793
Cullen/Frost Bankers
Texas
$321K -$26.5K -131 -7%
Massachusetts Financial Services
794
Massachusetts Financial Services
Massachusetts
$320K -$3.85K -19 -1%
LCM
795
Logan Capital Management
Pennsylvania
$316K – – –
UF
796
Univest Financial
Pennsylvania
$315K -$23.3K -115 -7%
SSG
797
Summit Securities Group
New York
$314K +$40.9K +202 +14%
NGA
798
Naples Global Advisors
Florida
$309K -$2.43K -12 -0.7%
JHCP
799
Jackson Hole Capital Partners
Oklahoma
$307K – – –
PCH
800
PGIM Custom Harvest
New Jersey
$305K – – –