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Cboe Global Markets
CBOE

Name Holding Trade Value Shares
Change 		Change in
Stake
BRWA
601
B. Riley Wealth Advisors
Florida
$350K -$81K -337 -19%
LCM
602
Landscape Capital Management
New Jersey
$343K +$336K +1,400 New
DCM
603
Davis Capital Management
Florida
$343K +$336K +1,399 New
WIA
604
World Investment Advisors
California
$341K +$334K +1,392 New
BCA
605
Bay Colony Advisors
Massachusetts
$340K +$30K +125 +10%
MCM
606
MAI Capital Management
Ohio
$340K -$39.4K -164 -11%
RFN
607
Redwood Financial Network
Ohio
$339K +$721 +3 +0.2%
PA
608
Profund Advisors
Maryland
$339K +$50.5K +210 +18%
RG
609
Renaissance Group
Kentucky
$337K – – –
MAM
610
Mystic Asset Management
Rhode Island
$325K – – –
SWP
611
Stratos Wealth Partners
Ohio
$324K +$62.7K +261 +25%
AWM
612
Apollon Wealth Management
South Carolina
$320K +$9.85K +41 +3%
HCM
613
Howland Capital Management
Massachusetts
$318K – – –
BJL
614
Brighton Jones LLC
Washington
$318K +$14.4K +60 +5%
S
615
SignatureFD
Georgia
$315K +$62K +258 +25%
CC
616
Chicago Capital
Illinois
$315K – – –
TCWM
617
Total Clarity Wealth Management
Illinois
$307K +$33.4K +139 +12%
DOA
618
D'Orazio & Associates
Virginia
$307K -$2.4K -10 -0.8%
II
619
Inspire Investing
Idaho
$306K +$5.29K +22 +2%
MCM
620
Monument Capital Management
Virginia
$304K – – –
AWM
621
Axxcess Wealth Management
California
$303K +$6.25K +26 +2%
CAAS
622
Capital Asset Advisory Services
Michigan
$303K +$6.25K +26 +2%
SB
623
Strategic Blueprint
Georgia
$300K +$294K +1,225 New
HH
624
Hilltop Holdings
Texas
$300K +$7.21K +30 +3%
ACS
625
Archford Capital Strategies
Illinois
$298K -$542K -2,255 -65%
23 24
25
26 27