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Cboe Global Markets
CBOE

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
676
Howland Capital Management
Massachusetts
$352K – – –
SFS
677
Sowell Financial Services
Arkansas
$345K +$46.5K +152 +12%
GLA
678
Great Lakes Advisors
Illinois
$341K -$102K -332 -19%
AFCM
679
Applied Finance Capital Management
Puerto Rico
$340K -$72.2K -236 -14%
PWP
680
Principle Wealth Partners
Connecticut
$340K – – –
CIA
681
Concurrent Investment Advisors
Florida
$338K -$65.8K -215 -13%
PP
682
PDS Planning
Ohio
$338K +$4.9K +16 +1%
ZBNA
683
Zions Bancorporation, National Association
Utah
$335K -$33.7K -110 -7%
BCI
684
Brinker Capital Investments
Pennsylvania
$333K +$37.6K +123 +10%
CAM
685
Cresset Asset Management
Illinois
$331K +$101K +329 +32%
BJL
686
Brighton Jones LLC
Washington
$330K -$8.57K -28 -2%
VCP
687
Verus Capital Partners
Arizona
$330K -$29.4K -96 -7%
AWM
688
Apollon Wealth Management
South Carolina
$329K -$88.7K -290 -18%
BWM
689
Baron Wealth Management
Michigan
$328K -$106K -345 -20%
S
690
SignatureFD
Georgia
$326K -$78.3K -256 -16%
CAG
691
Crestwood Advisors Group
Massachusetts
$325K +$63.7K +208 +18%
MAM
692
Mystic Asset Management
Rhode Island
$325K +$4.59K +15 +1%
BAM
693
Berkshire Asset Management
Pennsylvania
$320K – – –
ONB
694
Old National Bancorp
Indiana
$319K +$23.3K +76 +6%
BWP
695
BSW Wealth Partners
Colorado
$319K +$54.8K +179 +16%
RFN
696
Redwood Financial Network
Ohio
$315K -$21.1K -69 -5%
CC
697
Chicago Capital
Illinois
$312K – – –
EAM
698
Empirical Asset Management
Massachusetts
$310K -$520K -1,700 -57%
PP
699
Patron Partners
Texas
$306K +$7.96K +26 +2%
DCM
700
Davis Capital Management
Florida
$305K -$17.1K -56 -4%
26 27
28
29 30