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Cboe Global Markets
CBOE

Name Holding Trade Value Shares
Change 		Change in
Stake
MYIA
701
Mount Yale Investment Advisors
Colorado
$305K -$11.6K -38 -3%
FTWA
702
Fifth Third Wealth Advisors
Ohio
$304K +$122K +400 +47%
UPS
703
UHLMANN PRICE SECURITIES
Illinois
$303K -$701K -2,291 -65%
SWP
704
Sagespring Wealth Partners
Tennessee
$301K -$31.8K -104 -8%
MCM
705
Monument Capital Management
Virginia
$300K – – –
OF
706
Outfitter Financial
Maine
$297K – – –
MG
707
Mather Group
Illinois
$297K +$2.45K +8 +0.7%
ACS
708
Archford Capital Strategies
Illinois
$294K -$18.7K -61 -5%
EWM
709
Evermay Wealth Management
Virginia
$291K +$176K +576 +93%
APA
710
Astoria Portfolio Advisors
New York
$289K +$12.2K +40 +3%
WI
711
WBI Investments
New Jersey
$284K -$1.09M -3,557 -75%
AG
712
AlTi Global
New York
$284K -$64.3K -210 -15%
DOA
713
D'Orazio & Associates
Virginia
$282K +$8.26K +27 +2%
TAM
714
Trust Asset Management
Texas
$282K – – –
SF
715
Sun Financial
Utah
$279K -$44.7K -146 -13%
OAG
716
Oakmont Advisory Group
New Mexico
$279K -$4.28K -14 -1%
MCM
717
MAI Capital Management
Ohio
$277K -$9.79K -32 -3%
PI
718
PFG Investments
New York
$272K +$343K +1,121 New
OIA
719
Oakmont Investment Advisors
Pennsylvania
$272K +$123K +402 +56%
ACM
720
Aljian Capital Management
Nevada
$268K +$918 +3 +0.3%
EWA
721
EverSource Wealth Advisors
Alabama
$267K -$71K -232 -17%
MC
722
Moors & Cabot
Massachusetts
$266K -$159K -520 -32%
ICP
723
Interchange Capital Partners
Pennsylvania
$263K +$332K +1,085 New
AA
724
AlphaCentric Advisors
Puerto Rico
$263K +$18.4K +60 +6%
NP
725
NorthRock Partners
Minnesota
$260K -$10.1K -33 -3%
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