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CME Group
CME

Name Holding Trade Value Shares
Change 		Change in
Stake
EPIMS
1001
Evelyn Partners Investment Management Services
$487K +$483K +2,099 New
WFI
1002
West Family Investments
California
$486K +$28.3K +123 +6%
CWP
1003
Cyndeo Wealth Partners
Florida
$485K +$690 +3 +0.1%
JFG
1004
Jefferies Financial Group
New York
$484K -$278K -1,211 -37%
TPCW
1005
TD Private Client Wealth
New York
$484K +$2.07K +9 +0.4%
PVI
1006
Pine Valley Investments
New Jersey
$483K +$113K +490 +31%
EHAM
1007
Eagle Harbor Asset Management
Washington
$482K – – –
LCM
1008
Landscape Capital Management
New Jersey
$479K +$176K +767 +59%
TIM
1009
Tevis Investment Management
Texas
$476K +$449K +1,954 New
SGI
1010
Summit Global Investments
Utah
$475K -$2.3K -10 -0.5%
BFA
1011
Beaumont Financial Advisors
Massachusetts
$471K +$40.7K +177 +10%
ABLA
1012
Alan B. Lancz & Associates
Ohio
$470K -$138K -600 -23%
EFG
1013
Everhart Financial Group
Ohio
$469K +$44.6K +194 +11%
LB
1014
Legacy Bridge
Iowa
$469K – – –
RFA
1015
Reyes Financial Architecture
California
$469K +$464K +2,019 New
ZB
1016
Zions Bancorporation
Utah
$468K +$112K +485 +32%
APW
1017
Aventura Private Wealth
Florida
$467K +$463K +2,012 New
SR
1018
Syntax Research
Florida
$465K -$2.19M -9,509 -83%
SACTSONJ
1019
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$464K – – –
CPA
1020
Capital Performance Advisors
California
$464K +$196K +853 +75%
TCM
1021
Tributary Capital Management
Nebraska
$456K -$137K -595 -23%
AOI
1022
Auto-Owners Insurance
Michigan
$455K – – –
FNT
1023
First Nebraska Trust
Nebraska
$454K – – –
OTPPB
1024
Ontario Teachers' Pension Plan Board
Ontario, Canada
$451K +$149K +648 +50%
RFS
1025
Richardson Financial Services
Massachusetts
$448K -$1.38K -6 -0.3%
39 40
41
42 43