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Cboe Global Markets

Name Holding Trade Value Shares
Change
Change in
Stake
PMAM
626
Picton Mahoney Asset Management
Ontario, Canada
$367K -$693K -2,786 -66%
IEFM
627
IQ EQ Fund Management
Ireland
$366K -$917K -3,687 -72%
Capstone Investment Advisors
628
Capstone Investment Advisors
New York
$366K -$464K -1,867 -56%
AG
629
AlTi Global
New York
$366K +$3.98K +16 +1%
AWM
630
Aprio Wealth Management
Georgia
$364K +$4.23K +17 +1%
RPGK
631
Retirement Planning Group (Kansas)
Kansas
$358K
OF
632
Outfitter Financial
Maine
$358K -$6.22K -25 -2%
SC
633
Scotia Capital
Ontario, Canada
$355K -$14.2K -57 -4%
BBHC
634
Brown Brothers Harriman & Co
New York
$351K +$71.6K +288 +26%
RG
635
Renaissance Group
Kentucky
$350K +$5.22K +21 +2%
BNA
636
BankChampaign National Association
Illinois
$349K +$346K +1,390 New
RGC
637
Roberts, Glore & Co
Illinois
$348K -$12.4K -50 -3%
PP
638
PDS Planning
Ohio
$346K -$16.2K -65 -4%
RFN
639
Redwood Financial Network
Ohio
$345K -$2.49K -10 -0.7%
DCM
640
Davis Capital Management
Florida
$337K -$13.9K -56 -4%
BAM
641
Blueshift Asset Management
New Jersey
$334K +$331K +1,331 New
Jones Financial Companies
642
Jones Financial Companies
Missouri
$333K +$55.2K +222 +20%
MAM
643
Mystic Asset Management
Rhode Island
$333K
OAG
644
Oakmont Advisory Group
New Mexico
$331K +$328K +1,320 New
BCI
645
Brinker Capital Investments
Pennsylvania
$330K +$76.9K +309 +31%
CIA
646
Concurrent Investment Advisors
Florida
$326K -$34.3K -138 -10%
HCM
647
Howland Capital Management
Massachusetts
$326K
II
648
Inspire Investing
Idaho
$325K +$11.7K +47 +4%
SBFM
649
S-Bank Fund Management
Finland
$325K -$78.6K -316 -20%
SWP
650
Sagespring Wealth Partners
Tennessee
$324K +$57.7K +232 +22%