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Cboe Global Markets

Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
501
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$11K – – –
SIC
502
SJS Investment Consulting
Ohio
$11K +$355 +3 +3%
TPCW
503
TD Private Client Wealth
New York
$10.9K +$1.18K +10 +12%
APA
504
American Portfolios Advisors
New York
$8.24K – – –
CAL
505
Capital Advisors Ltd
Ohio
$8K -$355 -3 -4%
FRA
506
Front Row Advisors
California
$8K – – –
Jones Financial Companies
507
Jones Financial Companies
Missouri
$7K – – –
FCA
508
FinTrust Capital Advisors
South Carolina
$6K – – –
RA
509
Rise Advisors
New York
$6K +$118 +1 +2%
T
510
TCWP
Ohio
$6K +$6.51K +55 New
AIM
511
Anchor Investment Management
South Carolina
$5.72K -$251K -2,120 -98%
SSG
512
Summit Securities Group
New York
$5K -$1.86M -15,667 -100%
ZB
513
Zions Bancorporation
Utah
$5K +$237 +2 +4%
PWMG
514
Prestige Wealth Management Group
New Jersey
$5K +$3.55K +30 +143%
FHA
515
First Horizon Advisors
Tennessee
$4K -$13.9K -117 -78%
PFBT
516
Parkside Financial Bank & Trust
Missouri
$4K -$1.07K -9 -19%
GWS
517
Glassman Wealth Services
Virginia
$4K -$592 -5 -14%
VCM
518
Versant Capital Management
Arizona
$4K -$474 -4 -10%
CWP
519
Concord Wealth Partners
Virginia
$4K – – –
EARNEST Partners
520
EARNEST Partners
Georgia
$4K – – –
EWA
521
EverSource Wealth Advisors
Alabama
$4K – – –
FMP
522
Financial Management Professionals
Texas
$4K +$1.3K +11 +52%
CI
523
Cordant Inc
Oregon
$4K +$3.79K +32 New
SPWG
524
Sage Private Wealth Group
Illinois
$3K – – –
GKIM
525
GW&K Investment Management
Massachusetts
$3K +$2.72K +23 New