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Cboe Global Markets

Name Holding Trade Value Shares
Change
Change in
Stake
EARNEST Partners
526
EARNEST Partners
Georgia
$5K – – –
GWS
527
Glassman Wealth Services
Virginia
$5K +$1.16K +9 +32%
EWA
528
EverSource Wealth Advisors
Alabama
$5K +$4.51K +35 New
PMFA
529
Plante Moran Financial Advisors
Michigan
$5K +$4.64K +36 New
CF
530
Concorde Financial
Texas
$5K +$5.03K +39 New
ST
531
Sageworth Trust
Pennsylvania
$4K -$15K -116 -77%
BIA
532
Bell Investment Advisors
California
$4K – – –
CWP
533
Concord Wealth Partners
Virginia
$4K +$4.39K +34 New
AWA
534
Amplius Wealth Advisors
Pennsylvania
$4K +$4.51K +35 New
FMP
535
Financial Management Professionals
Texas
$3K – – –
PWMG
536
Prestige Wealth Management Group
New Jersey
$3K – – –
CFA
537
Carroll Financial Associates
North Carolina
$3K +$2.71K +21 +300%
TWA
538
TCI Wealth Advisors
Arizona
$2K – – –
MCM
539
MV Capital Management
Maryland
$2K +$387 +3 +30%
MPWT
540
MassMutual Private Wealth & Trust
Connecticut
$2K +$903 +7 +78%
DHGWA
541
Dixon Hughes Goodman Wealth Advisors
North Carolina
$2K +$1.55K +12 New
SFM
542
Signet Financial Management
New Jersey
$2K +$1.55K +12 New
SC
543
Schubert & Co
Texas
$2K +$2.06K +16 New
CA
544
CoreCap Advisors
Michigan
$2K +$2.45K +19 New
SPWG
545
Sage Private Wealth Group
Illinois
$2K +$322K +2,497 +12,485%
RWM
546
Raffa Wealth Management
District of Columbia
$1.3K – – –
EBA
547
Eagle Bay Advisors
New York
$1K -$387 -3 -33%
ACM
548
AUA Capital Management
Pennsylvania
$1K – – –
BWM
549
BerganKDV Wealth Management
Minnesota
$1K – – –
HIA
550
Harbor Investment Advisory
Maryland
$1K – – –