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Cboe Global Markets

Name Holding Trade Value Shares
Change
Change in
Stake
S
626
SignatureFD
Georgia
$449K +$18.4K +66 +4%
TCOK
627
Trust Company of Kansas
Kansas
$443K
BAM
628
Belpointe Asset Management
Nevada
$441K -$8.91K -32 -2%
TCWM
629
Total Clarity Wealth Management
Illinois
$436K +$18.9K +68 +5%
JSW
630
Journey Strategic Wealth
New Jersey
$435K +$22.6K +81 +6%
SWM
631
Spire Wealth Management
Virginia
$431K +$87.1K +313 +26%
MFG
632
Menard Financial Group
Texas
$427K
GI
633
GAMCO Investors
Connecticut
$422K +$278 +1 +0.1%
Wellington Management Group
634
Wellington Management Group
Massachusetts
$419K +$59.3K +213 +17%
ZBNA
635
Zions Bancorporation, National Association
Utah
$419K -$731K -2,627 -64%
BMCM
636
Bryn Mawr Capital Management
Pennsylvania
$419K -$75.2K -270 -15%
AWM
637
Aprio Wealth Management
Georgia
$416K +$8.91K +32 +2%
IEFM
638
IQ EQ Fund Management
Ireland
$410K
CWM
639
Centric Wealth Management
Illinois
$409K
VCP
640
Verus Capital Partners
Arizona
$409K +$62.4K +224 +18%
HCM
641
Howland Capital Management
Massachusetts
$407K +$42K +151 +12%
RPGK
642
Retirement Planning Group (Kansas)
Kansas
$404K +$3.34K +12 +0.8%
EFM
643
E Fund Management
China
$404K +$400K +1,436 New
SF
644
Sun Financial
Utah
$404K -$23.4K -84 -7%
PCM
645
Polymer Capital Management
New York
$403K +$399K +1,434 New
BNA
646
BankChampaign National Association
Illinois
$398K +$7.24K +26 +2%
PWP
647
Principle Wealth Partners
Connecticut
$393K -$55.7K -200 -13%
RGC
648
Roberts, Glore & Co
Illinois
$390K
BJL
649
Brighton Jones LLC
Washington
$390K +$386K +1,388 New
AG
650
AlTi Global
New York
$388K -$21.4K -77 -5%