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CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
PC
801
Permanens Capital
New York
$411K – – –
PWS
802
Peterson Wealth Services
Utah
$411K +$396K +1,799 New
SIG
803
Spinnaker Investment Group
California
$406K +$389K +1,770 New
CCFM
804
Clear Creek Financial Management
Washington
$405K +$6.6K +30 +2%
FMC
805
First Merchants Corp
Indiana
$403K – – –
RCAG
806
Rehmann Capital Advisory Group
Michigan
$400K +$1.54K +7 +0.4%
SIMM
807
Stillwater Investment Management (Minnesota)
Minnesota
$397K +$1.54K +7 +0.4%
DCM
808
Dupont Capital Management
Delaware
$396K -$320K -1,454 -46%
NICM
809
Neo Ivy Capital Management
New York
$395K -$606K -2,753 -61%
PCM
810
Penserra Capital Management
California
$395K +$61.6K +280 +19%
SIC
811
Sterling Investment Counsel
New York
$395K +$381K +1,731 New
1SB
812
1ST Source Bank
Indiana
$391K +$3.08K +14 +0.8%
MPWT
813
MassMutual Private Wealth & Trust
Connecticut
$390K -$4.18K -19 -1%
SW
814
SlateStone Wealth
Florida
$388K +$374K +1,700 New
DP
815
Dearborn Partners
Illinois
$387K +$6.82K +31 +2%
FA
816
FDx Advisors
Illinois
$384K +$30.6K +139 +9%
BPA
817
Beacon Pointe Advisors
California
$383K +$22.7K +103 +7%
WKWM
818
Walter & Keenan Wealth Management
Indiana
$382K -$20.2K -92 -5%
CFB
819
Cullen/Frost Bankers
Texas
$381K +$220 +1 +0.1%
IBOK
820
Independence Bank of Kentucky
Kentucky
$380K – – –
WPW
821
Waldron Private Wealth
Pennsylvania
$377K +$57.4K +261 +19%
CIC
822
Chilton Investment Company
Connecticut
$376K -$225K -1,022 -38%
RT
823
Rockland Trust
Massachusetts
$375K -$75.9K -345 -17%
BL
824
Balentine LLC
Georgia
$375K +$362K +1,643 New
WA
825
Wambolt & Associates
Colorado
$374K -$3.74K -17 -1%