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Cboe Global Markets
CBOE

Name Holding Trade Value Shares
Change 		Change in
Stake
TPW
601
Talon Private Wealth
Florida
$281K -$118K -568 -31%
CIAS
602
Capital Investment Advisory Services
North Carolina
$277K +$254K +1,225 New
AWM
603
Apollon Wealth Management
South Carolina
$275K -$415 -2 -0.2%
TAM
604
Trust Asset Management
Texas
$273K -$622 -3 -0.2%
MCM
605
Monument Capital Management
Virginia
$272K +$6.84K +33 +3%
MWM
606
Maridea Wealth Management
New York
$272K +$249K +1,202 New
PFPT
607
Pinnacle Financial Partners (Tennessee)
Tennessee
$272K +$1.04K +5 +0.4%
AWA
608
Aaron Wealth Advisors
Illinois
$272K +$249K +1,201 New
NW
609
NewEdge Wealth
Pennsylvania
$271K -$25.1K -121 -9%
OIA
610
OneDigital Investment Advisors
Kansas
$265K +$243K +1,173 New
AWS
611
Atria Wealth Solutions
New York
$265K -$1.24M -5,957 -84%
ASN
612
Advisory Services Network
Georgia
$265K +$243K +1,171 New
CAM
613
Claret Asset Management
Quebec, Canada
$265K -$243K -1,172 Closed
BBA
614
Baader Bank Aktiengesellschaft
Germany
$263K +$32.1K +155 +15%
PAW
615
Plan A Wealth
Nebraska
$263K +$241K +1,164 New
BTI
616
Blue Trust Inc
Georgia
$261K +$40.2K +194 +20%
TC
617
TownSquare Capital
Utah
$258K +$237K +1,141 New
GFP
618
Gryphon Financial Partners
Ohio
$255K +$233K +1,125 New
BJL
619
Brighton Jones LLC
Washington
$253K +$5.6K +27 +2%
APA
620
Astoria Portfolio Advisors
New York
$249K -$2.28K -11 -0.9%
AWM
621
Aberdeen Wealth Management
Illinois
$249K – – –
ONB
622
Old National Bancorp
Indiana
$247K +$227K +1,092 New
ACM
623
Aljian Capital Management
Nevada
$247K +$622 +3 +0.3%
SC
624
Scotia Capital
Ontario, Canada
$243K +$222K +1,072 New
NAS
625
Nicolet Advisory Services
Wisconsin
$240K -$28.4K -137 -11%
23 24
25
26 27