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CME Group
CME

Name Holding Trade Value Shares
Change 		Change in
Stake
IWC
926
Integrated Wealth Concepts
Massachusetts
$219K +$226K +1,302 New
PIM
927
Perpetual Investment Management
Australia
$219K – – –
TBNY
928
Trustco Bank (New York)
New York
$219K – – –
GBT
929
Grove Bank & Trust
Florida
$217K +$6.26K +36 +3%
AAS
930
Ameritas Advisory Services
Nebraska
$217K +$224K +1,288 New
RCAG
931
Rehmann Capital Advisory Group
Michigan
$216K -$9.04K -52 -4%
CNC
932
Citizens & Northern Corp
Pennsylvania
$216K -$29.4K -169 -12%
KTA
933
Keeley-Teton Advisors
Illinois
$215K – – –
ANTB
934
AMG National Trust Bank
Colorado
$215K -$142K -820 -39%
LJAC
935
L.J. Altfest & Co
New York
$210K -$84.5K -486 -28%
LOIP
936
Live Oak Investment Partners
Texas
$205K – – –
GFWA
937
Grey Fox Wealth Advisors
Delaware
$204K +$211K +1,216 New
SIMG
938
Stephens Investment Management Group
Texas
$203K +$58.4K +336 +39%
MIS
939
Morningstar Investment Services
Illinois
$203K +$207K +1,193 New
CWM
940
Chesapeake Wealth Management
Virginia
$203K -$10.4K -60 -5%
OPOWM
941
One Plus One Wealth Management
Florida
$202K – – –
WB
942
WesBanco Bank
West Virginia
$201K – – –
HPC
943
HM Payson & Co
Maine
$195K -$52.1K -300 -21%
MHR
944
Matthew Hamilton Rosenberg
$190K -$6.6K -38 -3%
SWA
945
Sutton Wealth Advisors
Florida
$189K -$5.04K -29 -3%
CAM
946
Close Asset Management
United Kingdom
$182K +$24.3K +140 +15%
VNA
947
Valley National Advisers
Pennsylvania
$178K -$65.7K -378 -27%
DMBA
948
Deseret Mutual Benefit Administrators
Utah
$175K -$142K -818 -44%
HCP
949
Hexagon Capital Partners
Arkansas
$174K +$110K +631 +156%
MCM
950
Manchester Capital Management
Vermont
$174K -$1.22K -7 -0.7%
36 37
38
39 40