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Cboe Global Markets
CBOE

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
526
EverSource Wealth Advisors
Alabama
$5K +$4.51K +35 New
PMFA
527
Plante Moran Financial Advisors
Michigan
$5K +$4.64K +36 New
CF
528
Concorde Financial
Texas
$5K +$5.03K +39 New
ST
529
Sageworth Trust
Pennsylvania
$4K -$15K -116 -77%
BIA
530
Bell Investment Advisors
California
$4K – – –
CWP
531
Concord Wealth Partners
Virginia
$4K +$4.39K +34 New
AWA
532
Amplius Wealth Advisors
Pennsylvania
$4K +$4.51K +35 New
FMP
533
Financial Management Professionals
Texas
$3K – – –
PWMG
534
Prestige Wealth Management Group
New Jersey
$3K – – –
CFA
535
Carroll Financial Associates
North Carolina
$3K +$2.71K +21 +300%
VRS
536
Virginia Retirement Systems
Virginia
$2.96K -$1.02M -7,900 -26%
TWA
537
TCI Wealth Advisors
Arizona
$2K – – –
MCM
538
MV Capital Management
Maryland
$2K +$387 +3 +30%
MPWT
539
MassMutual Private Wealth & Trust
Connecticut
$2K +$903 +7 +78%
DHGWA
540
Dixon Hughes Goodman Wealth Advisors
North Carolina
$2K +$1.55K +12 New
SFM
541
Signet Financial Management
New Jersey
$2K +$1.55K +12 New
SC
542
Schubert & Co
Texas
$2K +$2.06K +16 New
CA
543
CoreCap Advisors
Michigan
$2K +$2.45K +19 New
SPWG
544
Sage Private Wealth Group
Illinois
$2K +$322K +2,497 +12,485%
RWM
545
Raffa Wealth Management
District of Columbia
$1.3K – – –
EBA
546
Eagle Bay Advisors
New York
$1K -$387 -3 -33%
ACM
547
AUA Capital Management
Pennsylvania
$1K – – –
BWM
548
BerganKDV Wealth Management
Minnesota
$1K – – –
HIA
549
Harbor Investment Advisory
Maryland
$1K – – –
LWA
550
Lenox Wealth Advisors
New York
$1K – – –
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