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CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
CT
801
Coastline Trust
Rhode Island
$519K
VCM
802
Vivaldi Capital Management
Illinois
$515K +$20K +108 +4%
LSA
803
Leonteq Securities AG
Switzerland
$515K +$12.9K +70 +3%
GAG
804
GM Advisory Group
New York
$510K -$20K -108 -4%
PTC
805
Private Trust Company
Ohio
$508K +$75.2K +407 +17%
KWM
806
Kingsview Wealth Management
Oregon
$505K -$17.9K -97 -3%
LFG
807
Lazard Frères Gestion
France
$505K
HCM
808
Howland Capital Management
Massachusetts
$501K -$120K -650 -19%
SFG
809
SNS Financial Group
Minnesota
$501K -$370 -2 -0.1%
RDWM
810
Red Door Wealth Management
Tennessee
$500K +$499K +2,701 New
SCA
811
Snowden Capital Advisors
New York
$498K -$8.87K -48 -2%
FT
812
Fiduciary Trust
Massachusetts
$489K -$14.6K -79 -3%
VT
813
Vise Technologies
New York
$487K -$22.5K -122 -4%
PIA
814
Pinion Investment Advisors
Kansas
$486K +$89.3K +483 +23%
SP
815
Symmetry Partners
Connecticut
$485K
CTC
816
Central Trust Company
Missouri
$483K +$38.8K +210 +9%
UM
817
UniSuper Management
Australia
$482K +$480K +2,600 New
WPW
818
Waldron Private Wealth
Pennsylvania
$480K -$27.2K -147 -5%
LA
819
Lifeworks Advisors
Michigan
$478K -$13.5K -73 -3%
FI
820
Financial Insights
Washington
$477K +$170K +922 +56%
SIM
821
Sentry Investment Management
Wisconsin
$472K +$32.5K +176 +7%
ILI
822
Invesco LLC (Illinois)
Illinois
$470K +$468K +2,534 New
AC
823
ASB Consultores
Florida
$469K +$1.66K +9 +0.4%
HI
824
Horizon Investments
North Carolina
$469K +$77.2K +418 +20%
EWM
825
Evercore Wealth Management
New York
$467K -$4.25K -23 -0.9%