We are live on ! Find out more
CBOE icon

Cboe Global Markets

Name Holding Trade Value Shares
Change
Change in
Stake
ETC
401
Exchange Traded Concepts
Oklahoma
$643K -$129K -877 -18%
CF
402
Centaurus Financial
California
$640K -$8.09K -55 -1%
Wealth Enhancement Advisory Services
403
Wealth Enhancement Advisory Services
Minnesota
$633K +$596K +4,052 New
ZIC
404
ZWJ Investment Counsel
Georgia
$625K
Envestnet Portfolio Solutions
405
Envestnet Portfolio Solutions
Illinois
$625K +$588K +3,998 New
MPAM
406
Murphy Pohlad Asset Management
Minnesota
$621K
JSL
407
JT Stratford LLC
Georgia
$601K +$566K +3,845 New
PFO
408
Pathstone Family Office
New Jersey
$594K +$560K +3,804 New
KRSITF
409
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$593K +$441 +3 +0.1%
Creative Planning
410
Creative Planning
Kansas
$591K -$16.2K -110 -3%
CAM
411
Cresset Asset Management
Illinois
$590K +$115K +784 +26%
GT
412
Glenmede Trust
Pennsylvania
$580K +$122K +827 +29%
VWM
413
Venturi Wealth Management
Texas
$580K +$252K +1,710 +86%
EF
414
Empirical Finance
Pennsylvania
$575K +$50K +340 +10%
QI
415
Qtron Investments
Massachusetts
$570K +$537K +3,650 New
DAS
416
Dynamic Advisor Solutions
Arizona
$568K -$648K -4,406 -55%
ATC
417
Argent Trust Co
Tennessee
$565K +$532K +3,619 New
TRCT
418
Tower Research Capital (TRC)
New York
$550K -$54K -367 -9%
AF
419
Advisornet Financial
Minnesota
$547K
CP
420
Cumberland Partners
Ontario, Canada
$547K +$515K +3,500 New
EWA
421
Exencial Wealth Advisors
Oklahoma
$535K +$75.9K +516 +18%
JF
422
JSF Financial
California
$528K +$1.03K +7 +0.2%
WJWM
423
Williams Jones Wealth Management
New York
$527K
AAS
424
Avantax Advisory Services
Texas
$527K -$812K -5,517 -62%
TMAM
425
Tokio Marine Asset Management
Japan
$521K -$15.9K -108 -3%