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Cboe Global Markets

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
651
Bullock Wealth Management
Indiana
$388K +$480K +1,567 New
DADC
652
D.A. Davidson & Co
Montana
$387K -$2.34M -7,655 -83%
MWM
653
Meridian Wealth Management
Kentucky
$386K +$241K +788 +98%
S
654
Storgate
Texas
$385K +$485K +1,586 New
TCWM
655
Total Clarity Wealth Management
Illinois
$385K +$11K +36 +2%
BAM
656
Belpointe Asset Management
Nevada
$385K +$4.59K +15 +1%
TCOK
657
Trust Company of Kansas
Kansas
$382K
LSA
658
Leonteq Securities AG
Switzerland
$381K +$312K +1,020 +185%
LOAMS
659
Lombard Odier Asset Management (Switzerland)
Switzerland
$380K +$184K +600 +62%
BAM
660
Blueshift Asset Management
New Jersey
$379K +$255K +833 +114%
PCS
661
Personal CFO Solutions
New Jersey
$379K +$127K +416 +36%
PWM
662
Perigon Wealth Management
California
$379K -$33.1K -108 -6%
Brown Advisory
663
Brown Advisory
Maryland
$378K -$64.3K -210 -12%
RPGK
664
Retirement Planning Group (Kansas)
Kansas
$378K +$36.7K +120 +8%
JSL
665
JT Stratford LLC
Georgia
$377K -$830K -2,712 -64%
WFI
666
West Family Investments
California
$376K -$33.1K -108 -7%
GT
667
Greenleaf Trust
Michigan
$374K -$73.1K -239 -13%
MFG
668
Menard Financial Group
Texas
$368K
JHP
669
James Hambro & Partners
United Kingdom
$366K +$463K +1,514 New
CFM
670
Catalyst Funds Management
Australia
$364K -$103K -337 -18%
BMCM
671
Bryn Mawr Capital Management
Pennsylvania
$364K +$3.37K +11 +0.7%
AWM
672
Aprio Wealth Management
Georgia
$357K -$2.45K -8 -0.5%
LIA
673
Limestone Investment Advisors
New York
$357K +$450K +1,470 New
BPWM
674
BCS Private Wealth Management
New Jersey
$352K -$125K -409 -22%
BNA
675
BankChampaign National Association
Illinois
$352K +$10.4K +34 +2%