We are live on ! Find out more
CBOE icon

Cboe Global Markets
CBOE

Name Holding Trade Value Shares
Change 		Change in
Stake
RFS
676
Richardson Financial Services
Massachusetts
$9.11K +$8.74K +51 New
AIM
677
Anchor Investment Management
South Carolina
$8.93K – – –
FCA
678
FinTrust Capital Advisors
South Carolina
$8.93K – – –
ADL
679
Asset Dedication LLC
California
$8K – – –
GWS
680
Glassman Wealth Services
Virginia
$7.68K +$171 +1 +2%
MIM
681
Macroview Investment Management
Maryland
$7.5K +$7.2K +42 New
DIP
682
DT Investment Partners
Pennsylvania
$7.33K – – –
FPF
683
First Pacific Financial
Washington
$7.14K +$6.86K +40 New
GKIM
684
GW&K Investment Management
Massachusetts
$7K +$343 +2 +5%
BWL
685
Bogart Wealth LLC
Virginia
$6.96K – – –
RA
686
Rise Advisors
New York
$6.71K +$171 +1 +3%
SWM
687
Spire Wealth Management
Virginia
$6.67K – – –
HWM
688
HighMark Wealth Management
Minnesota
$6.43K +$343 +2 +6%
FFO
689
Fortitude Family Office
Arizona
$6.07K +$5.83K +34 New
BIA
690
Bell Investment Advisors
California
$5.89K -$171 -1 -3%
TWD
691
True Wealth Design
Ohio
$5.54K +$5.31K +31 New
KFI
692
Key Financial Inc
Pennsylvania
$5.54K – – –
BWM
693
Baystate Wealth Management
Massachusetts
$5.54K +$5.31K +31 New
SIC
694
SJS Investment Consulting
Ohio
$5K -$16.8K -98 -78%
AWM
695
Avior Wealth Management
Nebraska
$3.93K – – –
FFA
696
Frazier Financial Advisors
Ohio
$3.75K +$3.6K +21 New
GBT
697
Grove Bank & Trust
Florida
$3.57K – – –
DPW
698
DiNuzzo Private Wealth
Pennsylvania
$3.39K +$3.26K +19 New
CP
699
Castleview Partners
Texas
$3.21K +$3.08K +18 New
AW
700
Avion Wealth
Texas
$3K +$514 +3 +23%
26 27
28
29 30