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Cboe Global Markets
CBOE

Name Holding Trade Value Shares
Change 		Change in
Stake
EFI
576
EHP Funds Inc
Canada
$238K – – –
RPGK
577
Retirement Planning Group (Kansas)
Kansas
$238K – – –
CIC
578
Cornercap Investment Counsel
Georgia
$236K – – –
MC
579
Machina Capital
France
$231K -$415K -2,339 -63%
PWM
580
Perigon Wealth Management
California
$231K +$6.92K +39 +3%
STA
581
Summit Trail Advisors
New York
$229K +$36.8K +207 +18%
BWM
582
Baron Wealth Management
Michigan
$226K +$236K +1,327 New
MAM
583
Mystic Asset Management
Rhode Island
$225K -$8.88K -50 -4%
AWM
584
Axxcess Wealth Management
California
$224K – – –
CIA
585
Concurrent Investment Advisors
Florida
$224K +$234K +1,319 New
HFW
586
Horizon Family Wealth
Illinois
$224K +$710 +4 +0.3%
CAAS
587
Capital Asset Advisory Services
Michigan
$223K – – –
IAA
588
Independent Advisor Alliance
North Carolina
$222K +$232K +1,308 New
CAG
589
Csenge Advisory Group
Florida
$222K +$2.84K +16 +1%
HCM
590
Howland Capital Management
Massachusetts
$221K – – –
MF
591
Magnetar Financial
Illinois
$220K +$230K +1,294 New
DWT
592
Dorsey & Whitney Trust
South Dakota
$219K +$355 +2 +0.2%
CC
593
Chicago Capital
Illinois
$218K – – –
CCM
594
Coldstream Capital Management
Washington
$213K +$888 +5 +0.4%
BRWA
595
B. Riley Wealth Advisors
Florida
$212K -$213K -1,202 -49%
OWA
596
One Wealth Advisors
California
$211K +$187K +1,052 New
SC
597
Syon Capital
California
$209K +$178 +1 +0.1%
UFF
598
USA Financial Formulas
Michigan
$209K -$1.23M -6,953 -85%
TAM
599
Trust Asset Management
Texas
$206K – – –
AWM
600
Avior Wealth Management
Nebraska
$205K +$101K +568 +89%
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