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Cboe Global Markets
CBOE

Name Holding Trade Value Shares
Change 		Change in
Stake
JWA
476
JFS Wealth Advisors
Pennsylvania
$4K – – –
BIA
477
Bell Investment Advisors
California
$4K +$3.91K +32 New
FMP
478
Financial Management Professionals
Texas
$3K – – –
PWMG
479
Prestige Wealth Management Group
New Jersey
$3K +$244 +2 +11%
GWS
480
Glassman Wealth Services
Virginia
$3K +$1.34K +11 +65%
SIM
481
Sonora Investment Management
Arizona
$3K +$2.69K +22 New
SPWG
482
Sage Private Wealth Group
Illinois
$2K – – –
TWA
483
TCI Wealth Advisors
Arizona
$2K – – –
RWM
484
Raffa Wealth Management
District of Columbia
$1.24K – – –
EBA
485
Eagle Bay Advisors
New York
$1K -$11.6K -95 -91%
SWA
486
SOA Wealth Advisors
New York
$1K -$244 -2 -13%
ACM
487
AUA Capital Management
Pennsylvania
$1K – – –
BWM
488
BerganKDV Wealth Management
Minnesota
$1K – – –
HIA
489
Harbor Investment Advisory
Maryland
$1K – – –
LIM
490
Longfellow Investment Management
Massachusetts
$1K – – –
MPWT
491
MassMutual Private Wealth & Trust
Connecticut
$1K – – –
TFO
492
Tarbox Family Office
California
$1K – – –
LWA
493
Lenox Wealth Advisors
New York
$1K +$611 +5 +250%
MCM
494
MV Capital Management
Maryland
$1K +$1.22K +10 New
WA
495
WestEnd Advisors
North Carolina
$123 – – –
HRCM
496
Hawk Ridge Capital Management
California
– -$18.3M -153,998 Closed
RRAM
497
River Road Asset Management
Kentucky
– -$5.04M -42,341 Closed
EA
498
Ellsworth Advisors
Ohio
– -$2.61M -21,960 Closed
ECM
499
ExodusPoint Capital Management
New York
– -$2.25M -18,939 Closed
OCA
500
Otter Creek Advisors
Florida
– -$1.91M -16,000 Closed
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