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CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
1001
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$87K – – –
GI
1002
Gradient Investments
Minnesota
$86K -$12.9M -58,662 -99%
AF
1003
Arrow Financial
New York
$86K – – –
PFBT
1004
Parkside Financial Bank & Trust
Missouri
$85K +$11.2K +51 +16%
PB
1005
Pinnacle Bancorp
Nebraska
$83K – – –
EWA
1006
EverSource Wealth Advisors
Alabama
$82K +$79K +359 New
HA
1007
Homestead Advisers
Virginia
$81K +$18.5K +84 +31%
CFO
1008
CVA Family Office
Colorado
$81K +$28.6K +130 +58%
HPC
1009
HM Payson & Co
Maine
$79K -$13.6K -62 -15%
PFGIA
1010
Patriot Financial Group Insurance Agency
Massachusetts
$78K -$220 -1 -0.3%
MTIC
1011
Missouri Trust & Investment Company
Missouri
$77K +$73.7K +335 New
DAM
1012
Delta Asset Management
Tennessee
$73K – – –
CB
1013
CNB Bank
Pennsylvania
$72K +$3.74K +17 +6%
IAIM
1014
Industrial Alliance Investment Management
Quebec, Canada
$70K +$67.1K +305 New
GEA
1015
Glen Eagle Advisors
New Jersey
$67.3K +$220 +1 +0.3%
SIC
1016
Salem Investment Counselors
North Carolina
$65K +$43.1K +196 +218%
GWS
1017
Glassman Wealth Services
Virginia
$63K +$18K +82 +43%
Optiver Holding
1018
Optiver Holding
Netherlands
$63K +$60.5K +275 New
BWM
1019
BerganKDV Wealth Management
Minnesota
$62K – – –
TFP
1020
Tilia Fiduciary Partners
North Carolina
$62K +$59.4K +270 New
SFO
1021
Standard Family Office
South Dakota
$60K +$58.1K +264 New
CLOS
1022
Compagnie Lombard Odier SCmA
Switzerland
$59K – – –
AIM
1023
Arcadia Investment Management
Michigan
$57K – – –
MA
1024
Montag & Associates
Georgia
$57K – – –
AIM
1025
Anchor Investment Management
South Carolina
$56.7K – – –