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Cboe Global Markets
CBOE

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
701
Aspect Partners
Virginia
$2.5K +$2.4K +14 New
AAP
702
Arax Advisory Partners
Colorado
$2.34K +$685 +4 +44%
VF
703
VitalStone Financial
Texas
$2K -$453K -2,644 -100%
GI
704
Gradient Investments
Minnesota
$1.96K – – –
VCM
705
Versant Capital Management
Arizona
$1.96K +$171 +1 +10%
RWM
706
Raffa Wealth Management
District of Columbia
$1.79K – – –
AT
707
Arlington Trust
Alabama
$1.79K +$1.71K +10 New
AWM
708
Abound Wealth Management
Tennessee
$1.44K – – –
HGA
709
Hobbs Group Advisors
South Carolina
$1.44K +$1.37K +8 New
SIS
710
Sound Income Strategies
Florida
$1.43K – – –
QL
711
Quarry LP
New York
$1.43K +$1.37K +8 New
DF
712
Dunhill Financial
United Kingdom
$1.12K +$1.03K +6 New
LAM
713
Lummis Asset Management
Texas
$1.07K +$1.03K +6 New
TFA
714
Transamerica Financial Advisors
Florida
$1K – – –
MHR
715
Matthew Hamilton Rosenberg
$714 – – –
TWP
716
TFO Wealth Partners
Ohio
$536 – – –
BF
717
BOK Financial
Oklahoma
$535 – – –
VWA
718
Valued Wealth Advisors
Utah
$469 +$514 +3 New
TCOV
719
Trust Company of Vermont
Vermont
$179 -$3.94K -23 -96%
DFA
720
DHJJ Financial Advisors
Illinois
$179 – – –
PA
721
PSI Advisors
Florida
$179 – – –
DWM
722
Dogwood Wealth Management
Kansas
$3 – – –
VNIM
723
Vaughan Nelson Investment Management
Texas
– -$92.1M -589,380 Closed
CB
724
Cooke & Bieler
Pennsylvania
– -$59.4M -380,085 Closed
ACL
725
Azora Capital LP
Florida
– -$33.7M -215,552 Closed
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