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Cboe Global Markets
CBOE

Name Holding Trade Value Shares
Change 		Change in
Stake
SMAM
676
Sugar Maple Asset Management
Wisconsin
$35.8K +$37.7K +183 New
OP
677
ORG Partners
Indiana
$33.8K – – –
CH
678
Cromwell Holdings
Wyoming
$31.5K – – –
KIM
679
Kestra Investment Management
Texas
$31.3K +$33K +160 New
C
680
Covestor
United Kingdom
$30K +$2.06K +10 +7%
LDB
681
Lee, Danner & Bass
Tennessee
$29.3K +$30.9K +150 New
GP
682
Greenline Partners
New York
$28.7K +$30.3K +147 New
GWM
683
Geneos Wealth Management
Colorado
$27.9K – – –
AGWCA
684
Annis Gardner Whiting Capital Advisors
Florida
$26.8K – – –
HI
685
Harbour Investments
Wisconsin
$26.4K -$206 -1 -0.7%
SWM
686
Spire Wealth Management
Virginia
$23.3K – – –
FMII
687
Farmers & Merchants Investments Inc
Nebraska
$21.5K – – –
MA
688
MCF Advisors
Kentucky
$20.5K – – –
ADL
689
Asset Dedication LLC
California
$20.3K +$2.88K +14 +16%
ATC
690
Adirondack Trust Company
New York
$19.5K – – –
SR
691
Syntax Research
Florida
$19.5K – – –
CFO
692
CVA Family Office
Colorado
$18.8K – – –
CAM
693
Creekmur Asset Management
Illinois
$18K – – –
WA
694
Whipplewood Advisors
Colorado
$16.4K +$17.3K +84 New
CT
695
Colonial Trust
South Carolina
$16.2K – – –
AG
696
AmeriFlex Group
Nevada
$15.8K +$15.9K +77 New
OCM
697
Orion Capital Management
California
$15.6K +$16.5K +80 New
CAL
698
Capital Advisors Ltd
Ohio
$15K – – –
HWM
699
Hemington Wealth Management
Virginia
$15K +$4.12K +20 +33%
BGAI
700
Bruce G. Allen Investments
Colorado
$14.8K +$1.65K +8 +12%
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