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CME Group
CME

Name Holding Trade Value Shares
Change 		Change in
Stake
HTC
826
Haverford Trust Company
Pennsylvania
$236K – – –
PHK
827
Point72 Hong Kong
Hong Kong
$235K +$220K +1,291 New
RE
828
RBC Europe
United Kingdom
$234K +$40.5K +238 +23%
KTA
829
Keeley-Teton Advisors
Illinois
$233K – – –
QCG
830
Quadrant Capital Group
Ohio
$232K -$51.2K -301 -19%
SC
831
Scotia Capital
Ontario, Canada
$228K -$133K -780 -38%
LFAS
832
Level Four Advisory Services
Texas
$227K -$8.5K -50 -4%
PTC
833
Private Trust Company
Ohio
$223K +$209K +1,227 New
W
834
WealthStone
Ohio
$221K +$206K +1,212 New
DBRC
835
D.B. Root & Company
Pennsylvania
$218K +$340 +2 +0.2%
RWA
836
Ropes Wealth Advisors
Massachusetts
$217K -$47.8K -281 -19%
DP
837
Dearborn Partners
Illinois
$217K +$203K +1,193 New
GW
838
GW & Wade
Massachusetts
$216K +$202K +1,186 New
4WM
839
44 Wealth Management
Oregon
$215K +$201K +1,179 New
JCM
840
Jacobi Capital Management
Pennsylvania
$213K +$27.9K +164 +16%
CCM
841
Coldstream Capital Management
Washington
$211K +$197K +1,157 New
AF
842
Alerus Financial
North Dakota
$210K -$12.8K -75 -6%
SBSB
843
Sullivan, Bruyette, Speros & Blaney
Virginia
$210K +$30.4K +179 +18%
EWA
844
EP Wealth Advisors
California
$209K +$196K +1,151 New
SPWG
845
Sage Private Wealth Group
Illinois
$209K +$196K +1,151 New
HR
846
Hayden Royal
North Carolina
$206K +$190K +1,117 New
FLII
847
First Long Island Investors
New York
$206K +$193K +1,134 New
MWM
848
Modera Wealth Management
New Jersey
$205K +$191K +1,125 New
LW
849
Linscomb Wealth
Texas
$202K +$189K +1,112 New
EFS
850
Essex Financial Services
Connecticut
$201K +$187K +1,102 New
32 33
34
35 36