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Cboe Global Markets
CBOE

Name Holding Trade Value Shares
Change 		Change in
Stake
EFI
576
EHP Funds Inc
Canada
$257K +$258K +1,400 New
RPGK
577
Retirement Planning Group (Kansas)
Kansas
$257K – – –
CIC
578
Cornercap Investment Counsel
Georgia
$255K -$2.77K -15 -1%
CWM
579
Centric Wealth Management
Illinois
$254K – – –
MAM
580
Mystic Asset Management
Rhode Island
$253K +$17.5K +95 +7%
PA
581
Pinnacle Associates
New York
$251K – – –
UCFA
582
United Capital Financial Advisors
Texas
$246K -$11.8K -64 -5%
AWM
583
Axxcess Wealth Management
California
$243K – – –
PWM
584
Perigon Wealth Management
California
$242K -$10.9K -59 -4%
HFW
585
Horizon Family Wealth
Illinois
$241K +$3.32K +18 +1%
CAAS
586
Capital Asset Advisory Services
Michigan
$239K – – –
HCM
587
Howland Capital Management
Massachusetts
$238K +$240K +1,298 New
CAG
588
Csenge Advisory Group
Florida
$236K -$10.9K -59 -4%
DWT
589
Dorsey & Whitney Trust
South Dakota
$236K +$1.48K +8 +0.6%
CC
590
Chicago Capital
Illinois
$236K – – –
MM
591
MQS Management
New York
$231K -$153K -830 -40%
CCM
592
Coldstream Capital Management
Washington
$229K +$4.24K +23 +2%
SC
593
Syon Capital
California
$226K -$191K -1,036 -46%
APA
594
Astoria Portfolio Advisors
New York
$226K +$2.4K +13 +1%
TAM
595
Trust Asset Management
Texas
$222K – – –
MCM
596
Monument Capital Management
Virginia
$220K -$1.66K -9 -0.7%
SP
597
Symmetry Partners
Connecticut
$219K – – –
KAS
598
Kestra Advisory Services
Texas
$219K -$214K -1,160 -49%
NW
599
NewEdge Wealth
Pennsylvania
$216K +$228K +1,238 New
WA
600
Wealth Alliance
New York
$214K -$5.17K -28 -2%
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