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Cboe Global Markets
CBOE

Name Holding Trade Value Shares
Change 		Change in
Stake
RPGK
576
Retirement Planning Group (Kansas)
Kansas
$257K – – –
CIC
577
Cornercap Investment Counsel
Georgia
$255K -$2.77K -15 -1%
CWM
578
Centric Wealth Management
Illinois
$254K – – –
MAM
579
Mystic Asset Management
Rhode Island
$253K +$17.5K +95 +7%
PA
580
Pinnacle Associates
New York
$251K – – –
UCFA
581
United Capital Financial Advisors
Texas
$246K -$11.8K -64 -5%
AWM
582
Axxcess Wealth Management
California
$243K – – –
PWM
583
Perigon Wealth Management
California
$242K -$10.9K -59 -4%
HFW
584
Horizon Family Wealth
Illinois
$241K +$3.32K +18 +1%
CAAS
585
Capital Asset Advisory Services
Michigan
$239K – – –
HCM
586
Howland Capital Management
Massachusetts
$238K +$240K +1,298 New
CAG
587
Csenge Advisory Group
Florida
$236K -$10.9K -59 -4%
DWT
588
Dorsey & Whitney Trust
South Dakota
$236K +$1.48K +8 +0.6%
CC
589
Chicago Capital
Illinois
$236K – – –
MM
590
MQS Management
New York
$231K -$153K -830 -40%
CCM
591
Coldstream Capital Management
Washington
$229K +$4.24K +23 +2%
SC
592
Syon Capital
California
$226K +$17.9K +97 +9%
APA
593
Astoria Portfolio Advisors
New York
$226K +$2.4K +13 +1%
TAM
594
Trust Asset Management
Texas
$222K – – –
MCM
595
Monument Capital Management
Virginia
$220K -$1.66K -9 -0.7%
SP
596
Symmetry Partners
Connecticut
$219K – – –
KAS
597
Kestra Advisory Services
Texas
$219K -$214K -1,160 -49%
NW
598
NewEdge Wealth
Pennsylvania
$216K +$228K +1,238 New
WA
599
Wealth Alliance
New York
$214K -$5.17K -28 -2%
RCAG
600
Rehmann Capital Advisory Group
Michigan
$213K -$36.7K -199 -15%
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