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Cboe Global Markets

Name Holding Trade Value Shares
Change
Change in
Stake
FFO
701
Fortitude Family Office
Arizona
$6.25K
KFI
702
Key Financial Inc
Pennsylvania
$5.7K
TWD
703
True Wealth Design
Ohio
$5.7K
AssetMark Inc
704
AssetMark Inc
California
$5.14K -$65.3K -354 -93%
CP
705
Castleview Partners
Texas
$5.14K +$1.84K +10 +56%
EBA
706
Eagle Bay Advisors
New York
$5.14K +$5.17K +28 New
AW
707
Avion Wealth
Texas
$5K +$1.11K +6 +38%
SIC
708
SJS Investment Consulting
Ohio
$4.96K -$185 -1 -4%
CA
709
Continuum Advisory
Idaho
$3.84K +$3.88K +21 New
SHIM
710
Stone House Investment Management
Pennsylvania
$3.69K +$3.69K +20 New
GBT
711
Grove Bank & Trust
Florida
$3.67K
DPW
712
DiNuzzo Private Wealth
Pennsylvania
$3.31K -$185 -1 -5%
HIA
713
Harbor Investment Advisory
Maryland
$2.69K +$2.77K +15 New
AP
714
Aspect Partners
Virginia
$2.57K
WB
715
Webster Bank
Connecticut
$2.57K +$2.58K +14 New
AAP
716
Arax Advisory Partners
Colorado
$2.42K
VCM
717
Versant Capital Management
Arizona
$2.02K
VF
718
VitalStone Financial
Texas
$2K
RWM
719
Raffa Wealth Management
District of Columbia
$1.84K
AWM
720
Abound Wealth Management
Tennessee
$1.48K
SIS
721
Sound Income Strategies
Florida
$1.47K
DF
722
Dunhill Financial
United Kingdom
$1.44K +$369 +2 +33%
LAM
723
Lummis Asset Management
Texas
$1.1K
HFS
724
Horizon Financial Services
North Carolina
$1.1K +$1.11K +6 New
TFA
725
Transamerica Financial Advisors
Florida
$1K