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Cboe Global Markets
CBOE

Name Holding Trade Value Shares
Change 		Change in
Stake
BL
501
Balentine LLC
Georgia
$380K +$16.3K +95 +5%
WPC
502
Wedmont Private Capital
Pennsylvania
$377K +$22.3K +130 +6%
SIA
503
Schechter Investment Advisors
Michigan
$375K +$9.25K +54 +3%
MM
504
MQS Management
New York
$372K +$357K +2,086 New
GS
505
GTS Securities
Florida
$362K +$347K +2,025 New
BAAM
506
Baker Avenue Asset Management
California
$360K +$343 +2 +0.1%
FA
507
FDx Advisors
Illinois
$359K -$62.9K -367 -15%
AWM
508
Aberdeen Wealth Management
Illinois
$357K – – –
SAM
509
Seelaus Asset Management
New Jersey
$352K +$338K +1,974 New
MFG
510
Merit Financial Group
Georgia
$350K +$336K +1,959 New
FFM
511
Forum Financial Management
Illinois
$348K – – –
SPA
512
Sherbrooke Park Advisers
New York
$347K +$87.2K +509 +35%
MFAM
513
Motley Fool Asset Management
Virginia
$346K -$35.1K -205 -10%
AGA
514
Accuvest Global Advisors
Utah
$345K +$331K +1,934 New
ST
515
Somerset Trust
Pennsylvania
$341K -$82.1K -479 -20%
BBA
516
Baader Bank Aktiengesellschaft
Germany
$339K +$326K +1,900 New
SPIA
517
Steward Partners Investment Advisory
New York
$335K +$187K +1,089 +138%
ZB
518
Zions Bancorporation
Utah
$333K +$306K +1,787 +2,351%
CW
519
CreativeOne Wealth
Kansas
$331K -$659K -3,844 -67%
PWP
520
Phillips Wealth Planners
Mississippi
$328K -$4.28K -25 -1%
DCM
521
Davis Capital Management
Florida
$322K +$309K +1,805 New
DEA
522
DoubleLine ETF Adviser
Florida
$322K +$30.3K +177 +11%
LNWWM
523
Laird Norton Wetherby Wealth Management
California
$314K – – –
CFGS
524
Concourse Financial Group Securities
Alabama
$313K -$55.5K -324 -16%
RGC
525
Roberts, Glore & Co
Illinois
$310K – – –
19 20
21
22 23