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Cboe Global Markets

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
451
Carson Wealth (CWM LLC)
Nebraska
$13K – – –
PCG
452
Private Capital Group
Connecticut
$13K – – –
TFS
453
TrustCore Financial Services
Tennessee
$13K – – –
CMF
454
Counterpoint Mutual Funds
California
$13K +$12.1K +110 New
ATC
455
Adirondack Trust Company
New York
$12K – – –
LWCFA
456
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$12K +$11K +100 New
RFA
457
Reilly Financial Advisors
California
$12K +$11.2K +102 New
GWM
458
Geneos Wealth Management
Colorado
$11K -$878 -8 -7%
SWG
459
Summit Wealth Group
Vermont
$11K – – –
National Pension Service
460
National Pension Service
South Korea
$11K +$1.21K +11 +13%
TPCW
461
TD Private Client Wealth
New York
$10.1K +$110 +1 +1%
FRA
462
Front Row Advisors
California
$8K – – –
Jones Financial Companies
463
Jones Financial Companies
Missouri
$8K +$7.02K +64 New
FMII
464
Farmers & Merchants Investments Inc
Nebraska
$7K – – –
Bessemer Group
465
Bessemer Group
New Jersey
$6K – – –
FCA
466
FinTrust Capital Advisors
South Carolina
$6K – – –
ZB
467
Zions Bancorporation
Utah
$5K -$219 -2 -5%
VCM
468
Versant Capital Management
Arizona
$5K +$2.96K +27 +245%
EARNEST Partners
469
EARNEST Partners
Georgia
$4K – – –
JWA
470
JFS Wealth Advisors
Pennsylvania
$4K – – –
PFBT
471
Parkside Financial Bank & Trust
Missouri
$3K +$110 +1 +5%
FMP
472
Financial Management Professionals
Texas
$3K +$987 +9 +75%
TFA
473
Transamerica Financial Advisors
Florida
$2K -$329 -3 -20%
PWMG
474
Prestige Wealth Management Group
New Jersey
$2K – – –
SPWG
475
Sage Private Wealth Group
Illinois
$2K – – –