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Cboe Global Markets
CBOE

Name Holding Trade Value Shares
Change 		Change in
Stake
MYIA
576
Mount Yale Investment Advisors
Colorado
$271K -$2.04M -10,365 -89%
BWM
577
Baron Wealth Management
Michigan
$270K -$1.77K -9 -0.7%
MCM
578
MAI Capital Management
Ohio
$269K -$666K -3,389 -72%
CCM
579
Coldstream Capital Management
Washington
$269K +$13K +66 +5%
CAAS
580
Capital Asset Advisory Services
Michigan
$269K -$4.71K -24 -2%
HCM
581
Howland Capital Management
Massachusetts
$266K – – –
AWM
582
Axxcess Wealth Management
California
$266K -$4.71K -24 -2%
CC
583
Chicago Capital
Illinois
$263K – – –
SWP
584
Significant Wealth Partners
Illinois
$263K +$19.4K +99 +8%
NW
585
NewEdge Wealth
Pennsylvania
$262K +$17.1K +87 +7%
VAS
586
Vestmark Advisory Solutions
Massachusetts
$259K +$14.5K +74 +6%
PCM
587
Prelude Capital Management
New York
$257K +$246K +1,254 New
RCAG
588
Rehmann Capital Advisory Group
Michigan
$257K +$12.4K +63 +5%
MC
589
Machina Capital
France
$252K -$25.1K -128 -9%
WI
590
Wintrust Investments
Illinois
$252K -$2.18M -11,085 -90%
TAM
591
Trust Asset Management
Texas
$248K – – –
SC
592
Syon Capital
California
$247K -$4.71K -24 -2%
MCM
593
Monument Capital Management
Virginia
$247K +$4.13K +21 +2%
BRWA
594
B. Riley Wealth Advisors
Florida
$246K -$10.8K -55 -4%
APA
595
Astoria Portfolio Advisors
New York
$246K +$786 +4 +0.3%
PA
596
Pinnacle Associates
New York
$244K +$268K +1,366 New
GLA
597
Great Lakes Advisors
Illinois
$242K -$77.8K -396 -25%
KAS
598
Kestra Advisory Services
Texas
$241K +$231K +1,174 New
NAS
599
Nicolet Advisory Services
Wisconsin
$240K +$224K +1,140 New
CAM
600
Claret Asset Management
Quebec, Canada
$238K +$229K +1,164 New
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