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CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
FLII
826
First Long Island Investors
New York
$233K – – –
AI
827
Atom Investors
Texas
$233K +$268K +1,348 New
RA
828
RFG Advisory
Alabama
$231K -$39K -196 -13%
UF
829
Univest Financial
Pennsylvania
$231K +$266K +1,335 New
PTC
830
Private Trust Company
Ohio
$229K +$42.2K +212 +19%
WT
831
Whittier Trust
California
$228K +$15.1K +76 +6%
YMRC
832
Yorktown Management & Research Company
Virginia
$225K +$259K +1,300 New
HTC
833
Haverford Trust Company
Pennsylvania
$224K -$13.3K -67 -5%
BCM
834
Bienville Capital Management
New York
$224K +$258K +1,297 New
KTA
835
Keeley-Teton Advisors
Illinois
$220K +$2.39K +12 +1%
PWPS
836
Pinnacle Wealth Planning Services
Ohio
$218K +$253K +1,270 New
BAM
837
Berkshire Asset Management
Pennsylvania
$217K -$187K -939 -43%
LCM
838
Logan Capital Management
Pennsylvania
$216K – – –
HA
839
Harfst & Associates
Wyoming
$216K +$10.7K +54 +5%
AF
840
Alerus Financial
North Dakota
$213K – – –
PA
841
Procyon Advisors
Connecticut
$207K -$319K -1,603 -57%
V
842
VeraBank
Texas
$207K – – –
ELI
843
Empire Life Investments
Ontario, Canada
$206K +$38.2K +192 +19%
AT
844
Arden Trust
Delaware
$205K -$217K -1,090 -48%
JIM
845
Jupiter Investment Management
United Kingdom
$201K -$7.75M -38,919 -97%
WPA
846
West Paces Advisors
Georgia
$201K – – –
GWM
847
Geneos Wealth Management
Colorado
$199K -$82.4K -414 -26%
LFG
848
LifePlan Financial Group
Ohio
$197K – – –
RE
849
RBC Europe
United Kingdom
$193K – – –
BWP
850
Baldwin Wealth Partners
Massachusetts
$188K – – –