We are live on ! Find out more
CBOE icon

Cboe Global Markets
CBOE

Name Holding Trade Value Shares
Change 		Change in
Stake
RG
601
Renaissance Group
Kentucky
$320K +$305K +1,372 New
TRCT
602
Tower Research Capital (TRC)
New York
$319K -$563K -2,530 -65%
TPCW
603
TD Private Client Wealth
New York
$319K -$217K -974 -42%
MYIA
604
Mount Yale Investment Advisors
Colorado
$315K +$2K +9 +0.7%
AWA
605
Aaron Wealth Advisors
Illinois
$313K +$31.8K +143 +12%
MAM
606
Mystic Asset Management
Rhode Island
$309K – – –
PDL
607
Portfolio Design Labs
California
$307K -$208K -935 -42%
MT
608
Midwest Trust
Kansas
$303K +$290K +1,301 New
HCM
609
Howland Capital Management
Massachusetts
$303K – – –
CFO
610
Callan Family Office
Pennsylvania
$302K +$289K +1,296 New
TPW
611
Talon Private Wealth
Florida
$300K +$9.8K +44 +4%
CC
612
Chicago Capital
Illinois
$299K – – –
AA
613
Advisory Alpha
Michigan
$299K +$53.4K +240 +23%
NAS
614
Nicolet Advisory Services
Wisconsin
$296K +$11.1K +50 +4%
AWM
615
Apollon Wealth Management
South Carolina
$294K +$10K +45 +4%
BCA
616
Bay Colony Advisors
Massachusetts
$294K +$63.4K +285 +29%
DOA
617
D'Orazio & Associates
Virginia
$294K +$891 +4 +0.3%
NW
618
NewEdge Wealth
Pennsylvania
$291K -$7.12K -32 -3%
MCM
619
Monument Capital Management
Virginia
$289K +$7.57K +34 +3%
BJL
620
Brighton Jones LLC
Washington
$288K +$25.8K +116 +10%
MPM
621
MBB Public Markets
Illinois
$286K -$61K -274 -18%
II
622
Inspire Investing
Idaho
$286K -$38.1K -171 -12%
IFG
623
Independent Financial Group
California
$285K +$272K +1,222 New
AWM
624
Axxcess Wealth Management
California
$282K -$16.5K -74 -6%
TAM
625
Trust Asset Management
Texas
$281K – – –
23 24
25
26 27