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Cboe Global Markets
CBOE

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
576
Perigon Wealth Management
California
$268K +$618 +3 +0.2%
IA
577
IFP Advisors
Florida
$264K -$60.1K -292 -18%
BRWA
578
B. Riley Wealth Advisors
Florida
$263K +$32.3K +157 +13%
DCM
579
DGS Capital Management
New Jersey
$261K +$275K +1,337 New
MAM
580
Mystic Asset Management
Rhode Island
$259K – – –
II
581
Inspire Investing
Idaho
$258K -$14.4K -70 -5%
NW
582
NewEdge Wealth
Pennsylvania
$258K +$7.62K +37 +3%
HCM
583
Howland Capital Management
Massachusetts
$254K – – –
IWC
584
Integrated Wealth Concepts
Massachusetts
$253K -$6.18K -30 -2%
AWM
585
Axxcess Wealth Management
California
$252K -$1.03K -5 -0.4%
CAAS
586
Capital Asset Advisory Services
Michigan
$252K -$1.03K -5 -0.4%
CIA
587
Concurrent Investment Advisors
Florida
$252K -$7.41K -36 -3%
HH
588
Hilltop Holdings
Texas
$251K +$265K +1,287 New
CC
589
Chicago Capital
Illinois
$251K – – –
MYIA
590
Mount Yale Investment Advisors
Colorado
$250K -$8.65K -42 -3%
BWM
591
Baron Wealth Management
Michigan
$246K -$11.7K -57 -4%
NAS
592
Nicolet Advisory Services
Wisconsin
$244K +$28.8K +140 +12%
RFN
593
Redwood Financial Network
Ohio
$242K +$255K +1,240 New
WI
594
Wintrust Investments
Illinois
$241K +$1.03K +5 +0.4%
GLA
595
Great Lakes Advisors
Illinois
$240K +$9.47K +46 +4%
AWM
596
Apollon Wealth Management
South Carolina
$238K +$251K +1,219 New
TAM
597
Trust Asset Management
Texas
$236K – – –
IFU
598
iSAM Funds (UK)
United Kingdom
$234K +$247K +1,199 New
PFPT
599
Pinnacle Financial Partners (Tennessee)
Tennessee
$234K +$12.2K +59 +5%
AWM
600
Aprio Wealth Management
Georgia
$230K +$243K +1,179 New
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