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Cboe Global Markets

Name Holding Trade Value Shares
Change
Change in
Stake
NIM
476
NEOS Investment Management
Connecticut
$578K +$177K +996 +42%
KRSITF
477
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$577K -$16.2K -91 -3%
WJWM
478
Williams Jones Wealth Management
New York
$574K
NMIMC
479
Northwestern Mutual Investment Management Company
Wisconsin
$569K -$355 -2 -0.1%
VWM
480
Venturi Wealth Management
Texas
$562K -$3.37K -19 -0.6%
SPIA
481
Steward Partners Investment Advisory
New York
$561K +$134K +754 +30%
DT
482
Diversified Trust
Tennessee
$550K +$575K +3,237 New
AFCM
483
Applied Finance Capital Management
Puerto Rico
$544K +$567K +3,196 New
HWM
484
HB Wealth Management
Georgia
$541K +$267K +1,505 +90%
A
485
Allianz
Germany
$539K
QWM
486
Quadcap Wealth Management
Texas
$536K +$14.7K +83 +3%
AAS
487
Avantax Advisory Services
Texas
$532K +$118K +667 +27%
WS
488
Wedbush Securities
California
$531K -$139K -784 -20%
WFI
489
West Family Investments
California
$526K
Assenagon Asset Management
490
Assenagon Asset Management
Luxembourg
$523K -$243K -1,367 -31%
FTDI
491
First Trust Direct Indexing
Massachusetts
$522K +$75.5K +425 +16%
HCA
492
Harbor Capital Advisors
Illinois
$520K +$7.46K +42 +1%
M&T Bank
493
M&T Bank
New York
$517K +$11.2K +63 +2%
AF
494
Advisornet Financial
Minnesota
$510K -$89K -501 -14%
CT
495
Caldwell Trust
Florida
$510K
BC
496
Bridgefront Capital
Texas
$509K +$141K +793 +36%
JSL
497
JT Stratford LLC
Georgia
$506K -$150K -845 -22%
ECP
498
Epacria Capital Partners
Colorado
$501K
GT
499
Glenmede Trust
Pennsylvania
$495K -$515K -2,899 -50%
DAS
500
Dynamic Advisor Solutions
Arizona
$491K -$85.9K -484 -14%