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Cboe Global Markets

Name Holding Trade Value Shares
Change
Change in
Stake
CFP
651
Catalyst Financial Partners
Massachusetts
$395K -$103K -336 -17%
PA
652
PFG Advisors
Arizona
$393K +$495K +1,618 New
GC
653
Guggenheim Capital
Illinois
$392K +$78K +255 +19%
BWM
654
Bullock Wealth Management
Indiana
$388K +$389K +1,272 +431%
DADC
655
D.A. Davidson & Co
Montana
$387K -$2.34M -7,655 -83%
MWM
656
Meridian Wealth Management
Kentucky
$386K +$241K +788 +98%
S
657
Storgate
Texas
$385K +$485K +1,586 New
TCWM
658
Total Clarity Wealth Management
Illinois
$385K +$11K +36 +2%
BAM
659
Belpointe Asset Management
Nevada
$385K +$4.59K +15 +1%
TCOK
660
Trust Company of Kansas
Kansas
$382K – – –
LSA
661
Leonteq Securities AG
Switzerland
$381K +$312K +1,020 +185%
LOAMS
662
Lombard Odier Asset Management (Switzerland)
Switzerland
$380K +$184K +600 +62%
BAM
663
Blueshift Asset Management
New Jersey
$379K +$255K +833 +114%
PCS
664
Personal CFO Solutions
New Jersey
$379K +$127K +416 +36%
PWM
665
Perigon Wealth Management
California
$379K -$33.1K -108 -6%
Brown Advisory
666
Brown Advisory
Maryland
$378K -$64.3K -210 -12%
RPGK
667
Retirement Planning Group (Kansas)
Kansas
$378K +$36.7K +120 +8%
JSL
668
JT Stratford LLC
Georgia
$377K -$830K -2,712 -64%
WFI
669
West Family Investments
California
$376K -$33.1K -108 -7%
GT
670
Greenleaf Trust
Michigan
$374K -$73.1K -239 -13%
MFG
671
Menard Financial Group
Texas
$368K – – –
JHP
672
James Hambro & Partners
United Kingdom
$366K +$463K +1,514 New
CFM
673
Catalyst Funds Management
Australia
$364K -$103K -337 -18%
BMCM
674
Bryn Mawr Capital Management
Pennsylvania
$364K +$3.37K +11 +0.7%
AWM
675
Aprio Wealth Management
Georgia
$357K -$2.45K -8 -0.5%