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CME Group
CME

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
901
Choate Investment Advisors
Massachusetts
$271K +$261K +1,186 New
SWM
902
Segment Wealth Management
Texas
$270K +$260K +1,181 New
TCOK
903
Trust Company of Kansas
Kansas
$267K – – –
FAFN
904
First Affirmative Financial Network
Colorado
$265K -$2.86K -13 -1%
ANTB
905
AMG National Trust Bank
Colorado
$265K +$255K +1,160 New
DGAM
906
Desjardins Global Asset Management
Quebec, Canada
$265K +$256K +1,163 New
CC
907
Chicago Capital
Illinois
$262K – – –
PWPS
908
Pinnacle Wealth Planning Services
Ohio
$261K +$251K +1,139 New
FCH
909
Freestone Capital Holdings
Washington
$259K +$249K +1,133 New
MHR
910
Matthew Hamilton Rosenberg
$257K +$15.8K +72 +7%
GCP
911
GSA Capital Partners
United Kingdom
$255K +$245K +1,115 New
PHK
912
Point72 Hong Kong
Hong Kong
$254K +$46.9K +213 +24%
WF
913
WoodTrust Financial
Wisconsin
$253K +$244K +1,107 New
JDR
914
Jay D. Rosenbaum
$253K +$244K +1,108 New
IAIM
915
International Assets Investment Management
Florida
$251K -$1.35M -6,157 -85%
GA
916
Geller Advisors
New York
$251K -$880 -4 -0.4%
HCM
917
Highview Capital Management
Illinois
$251K +$242K +1,100 New
SWA
918
Sutton Wealth Advisors
Florida
$250K – – –
JCM
919
Jacobi Capital Management
Pennsylvania
$241K -$16.9K -77 -7%
6M
920
6 Meridian
Kansas
$240K +$1.32K +6 +0.6%
HTC
921
Haverford Trust Company
Pennsylvania
$240K +$1.32K +6 +0.6%
MCM
922
Manchester Capital Management
Vermont
$239K +$440 +2 +0.2%
V
923
VeraBank
Texas
$238K – – –
APF
924
Alaska Permanent Fund
Alaska
$235K +$224K +1,020 New
IWP
925
Icon Wealth Partners
Texas
$235K +$226K +1,028 New
35 36
37
38 39