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Cboe Global Markets

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
626
Concurrent Investment Advisors
Florida
$452K +$85.5K +307 +24%
S
627
SignatureFD
Georgia
$449K +$18.4K +66 +4%
TCOK
628
Trust Company of Kansas
Kansas
$443K – – –
BAM
629
Belpointe Asset Management
Nevada
$441K -$8.91K -32 -2%
TCWM
630
Total Clarity Wealth Management
Illinois
$436K +$18.9K +68 +5%
JSW
631
Journey Strategic Wealth
New Jersey
$435K +$22.6K +81 +6%
SWM
632
Spire Wealth Management
Virginia
$431K +$87.1K +313 +26%
MFG
633
Menard Financial Group
Texas
$427K – – –
GI
634
GAMCO Investors
Connecticut
$422K +$278 +1 +0.1%
Wellington Management Group
635
Wellington Management Group
Massachusetts
$419K +$59.3K +213 +17%
ZBNA
636
Zions Bancorporation, National Association
Utah
$419K -$731K -2,627 -64%
BMCM
637
Bryn Mawr Capital Management
Pennsylvania
$419K -$75.2K -270 -15%
AWM
638
Aprio Wealth Management
Georgia
$416K +$8.91K +32 +2%
IEFM
639
IQ EQ Fund Management
Ireland
$410K – – –
CWM
640
Centric Wealth Management
Illinois
$409K – – –
VCP
641
Verus Capital Partners
Arizona
$409K +$62.4K +224 +18%
HCM
642
Howland Capital Management
Massachusetts
$407K +$42K +151 +12%
RPGK
643
Retirement Planning Group (Kansas)
Kansas
$404K +$3.34K +12 +0.8%
EFM
644
E Fund Management
China
$404K +$400K +1,436 New
SF
645
Sun Financial
Utah
$404K -$23.4K -84 -7%
PCM
646
Polymer Capital Management
New York
$403K +$399K +1,434 New
BNA
647
BankChampaign National Association
Illinois
$398K +$7.24K +26 +2%
PWP
648
Principle Wealth Partners
Connecticut
$393K -$55.7K -200 -13%
RGC
649
Roberts, Glore & Co
Illinois
$390K – – –
BJL
650
Brighton Jones LLC
Washington
$390K +$386K +1,388 New