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Cboe Global Markets

Name Holding Trade Value Shares
Change
Change in
Stake
MSWA
576
Marshall & Sterling Wealth Advisors
New York
$604K -$75.7K -272 -11%
VH
577
Visionary Horizons
Tennessee
$603K +$597K +2,146 New
PTC
578
Private Trust Company
Ohio
$596K -$65.7K -236 -10%
DWT
579
Dorsey & Whitney Trust
South Dakota
$591K +$148K +530 +34%
CCMG
580
Connecticut Capital Management Group
Connecticut
$591K
WC
581
Westerkirk Capital
$589K -$29.2K -105 -5%
HW
582
Hancock Whitney
Mississippi
$587K -$28.1K -101 -5%
Envestnet Portfolio Solutions
583
Envestnet Portfolio Solutions
Illinois
$586K -$380K -1,366 -40%
IWC
584
Integrated Wealth Concepts
Massachusetts
$586K +$580K +2,083 New
MCA
585
Martin Capital Advisors
Texas
$585K -$19.2K -69 -3%
PAG
586
Private Advisor Group
New Jersey
$567K -$15.9K -57 -3%
GH
587
GAM Holding
Switzerland
$562K -$856K -3,076 -61%
ST
588
Somerset Trust
Pennsylvania
$561K -$29.8K -107 -5%
JIC
589
Johnson Investment Counsel
Ohio
$557K -$49.3K -177 -8%
NFG
590
Nadler Financial Group
Illinois
$556K +$278 +1 +0.1%
CAG
591
Csenge Advisory Group
Florida
$555K +$8.35K +30 +2%
PP
592
Prudential plc
United Kingdom
$554K -$2.79M -10,004 -84%
CFP
593
Catalyst Financial Partners
Massachusetts
$551K +$215K +774 +65%
TWM
594
TriaGen Wealth Management
California
$550K -$1.95K -7 -0.4%
WIA
595
World Investment Advisors
California
$549K -$34.8K -125 -6%
GCP
596
GSA Capital Partners
United Kingdom
$547K +$542K +1,946 New
VA
597
VestGen Advisors
Illinois
$546K +$427K +1,534 New
MWM
598
Modern Wealth Management
Kansas
$531K -$38.4K -138 -7%
AWM
599
AE Wealth Management
Kansas
$526K +$88.3K +317 +20%
BPWM
600
BCS Private Wealth Management
New Jersey
$523K