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Cboe Global Markets
CBOE

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
501
Aviso Financial
Ontario, Canada
$587K +$62.2K +300 +13%
PSP
502
Principal Street Partners
Tennessee
$575K +$1.66K +8 +0.3%
EWA
503
EP Wealth Advisors
California
$573K +$51.4K +248 +11%
STA
504
Summit Trail Advisors
New York
$570K +$131K +632 +33%
MFAM
505
Motley Fool Asset Management
Virginia
$569K +$66K +318 +14%
RFO
506
RiverGlades Family Offices
Florida
$566K – – –
ATPW
507
Ashton Thomas Private Wealth
Arizona
$553K +$507K +2,445 New
IPW
508
Impact Partnership Wealth
Georgia
$551K +$41.7K +201 +9%
FTC
509
Farmers Trust Company
Ohio
$542K -$5.74M -27,689 -92%
TE
510
Tema ETFs
New York
$537K +$493K +2,375 New
SFA
511
Sequoia Financial Advisors
Ohio
$536K -$5.39K -26 -1%
PTC
512
Private Trust Company
Ohio
$534K +$622 +3 +0.1%
HCA
513
Harbor Capital Advisors
Illinois
$533K -$161K -777 -25%
TPCW
514
TD Private Client Wealth
New York
$530K +$1.66K +8 +0.3%
WFI
515
West Family Investments
California
$527K -$150K -721 -24%
ACA
516
Aptus Capital Advisors
Alabama
$525K +$482K +2,322 New
ACM
517
Andina Capital Management
Utah
$524K +$480K +2,315 New
SCM
518
SKBA Capital Management
California
$520K +$476K +2,297 New
VAS
519
Vestmark Advisory Solutions
Massachusetts
$518K +$231K +1,113 +95%
PDL
520
Portfolio Design Labs
California
$510K -$374K -1,802 -44%
USAA
521
United Services Automobile Association
Texas
$506K +$471K +2,272 New
PS
522
Principal Securities
Iowa
$504K – – –
AO
523
Advisor OS
Illinois
$503K +$82.1K +396 +22%
QCG
524
Quadrant Capital Group
Ohio
$500K +$351K +1,691 +325%
WPC
525
Wedmont Private Capital
Pennsylvania
$497K +$19.1K +92 +4%
19 20
21
22 23