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Cboe Global Markets
CBOE

Name Holding Trade Value Shares
Change 		Change in
Stake
EAM
701
Empirical Asset Management
Massachusetts
$310K -$520K -1,700 -57%
PP
702
Patron Partners
Texas
$306K +$7.96K +26 +2%
DCM
703
Davis Capital Management
Florida
$305K -$17.1K -56 -4%
MYIA
704
Mount Yale Investment Advisors
Colorado
$305K -$11.6K -38 -3%
FTWA
705
Fifth Third Wealth Advisors
Ohio
$304K +$122K +400 +47%
UPS
706
UHLMANN PRICE SECURITIES
Illinois
$303K -$701K -2,291 -65%
SWP
707
Sagespring Wealth Partners
Tennessee
$301K -$31.8K -104 -8%
MCM
708
Monument Capital Management
Virginia
$300K – – –
OF
709
Outfitter Financial
Maine
$297K – – –
MG
710
Mather Group
Illinois
$297K +$2.45K +8 +0.7%
ACS
711
Archford Capital Strategies
Illinois
$294K -$18.7K -61 -5%
EWM
712
Evermay Wealth Management
Virginia
$291K +$176K +576 +93%
APA
713
Astoria Portfolio Advisors
New York
$289K +$12.2K +40 +3%
WI
714
WBI Investments
New Jersey
$284K -$1.09M -3,557 -75%
AG
715
AlTi Global
New York
$284K -$64.3K -210 -15%
DOA
716
D'Orazio & Associates
Virginia
$282K +$8.26K +27 +2%
TAM
717
Trust Asset Management
Texas
$282K – – –
SF
718
Sun Financial
Utah
$279K -$44.7K -146 -13%
OAG
719
Oakmont Advisory Group
New Mexico
$279K -$4.28K -14 -1%
MCM
720
MAI Capital Management
Ohio
$277K -$9.79K -32 -3%
PI
721
PFG Investments
New York
$272K +$343K +1,121 New
OIA
722
Oakmont Investment Advisors
Pennsylvania
$272K +$123K +402 +56%
ACM
723
Aljian Capital Management
Nevada
$268K +$918 +3 +0.3%
EWA
724
EverSource Wealth Advisors
Alabama
$267K -$71K -232 -17%
MC
725
Moors & Cabot
Massachusetts
$266K -$159K -520 -32%
27 28
29
30 31