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Cboe Global Markets

Name Holding Trade Value Shares
Change
Change in
Stake
NFG
526
Nadler Financial Group
Illinois
$387K – – –
LNWWM
527
Laird Norton Wetherby Wealth Management
California
$385K -$74.3K -361 -16%
ST
528
Somerset Trust
Pennsylvania
$370K -$1.65K -8 -0.4%
STA
529
Summit Trail Advisors
New York
$369K +$71.3K +346 +22%
OF
530
Outfitter Financial
Maine
$364K -$18.5K -90 -5%
CCM
531
Coldstream Capital Management
Washington
$362K +$110K +534 +41%
AO
532
Advisor OS
Illinois
$357K +$169K +819 +81%
PWP
533
Phillips Wealth Planners
Mississippi
$357K +$8.44K +41 +2%
TPW
534
Talon Private Wealth
Florida
$354K +$373K +1,810 New
IAA
535
Independent Advisor Alliance
North Carolina
$353K +$53.7K +261 +17%
Fiera Capital (Canada)
536
Fiera Capital (Canada)
Quebec, Canada
$350K -$107K -520 -23%
RCAG
537
Rehmann Capital Advisory Group
Michigan
$345K +$105K +512 +41%
CPCPP
538
Canada Post Corporation Pension Plan
Canada
$344K +$363K +1,763 New
HCPC
539
Hamilton Capital Partners (Canada)
$322K -$192K -931 -36%
RGC
540
Roberts, Glore & Co
Illinois
$320K – – –
MCA
541
Martin Capital Advisors
Texas
$319K – – –
WorldQuant Millennium Advisors
542
WorldQuant Millennium Advisors
New York
$318K -$5.36M -26,023 -94%
AFG
543
Atomi Financial Group
New York
$317K +$25.5K +124 +8%
FCI
544
Financial Counselors Inc
Kansas
$313K +$206 +1 +0.1%
PWP
545
Principle Wealth Partners
Connecticut
$313K – – –
GRP
546
Global Retirement Partners
California
$311K +$127K +618 +64%
SCM
547
Stevens Capital Management
Pennsylvania
$309K +$101K +492 +45%
OF
548
Optimize Financial
California
$309K +$326K +1,581 New
DCM
549
Davis Capital Management
Florida
$309K -$3.09K -15 -0.9%
BAM
550
Berkshire Asset Management
Pennsylvania
$309K -$34.6K -168 -10%