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Cboe Global Markets

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
701
Spire Wealth Management
Virginia
$33.5K +$6.01K +29 +24%
AGWCA
702
Annis Gardner Whiting Capital Advisors
Florida
$31K – – –
HI
703
Harbour Investments
Wisconsin
$30.6K – – –
CPG
704
Cornerstone Planning Group
New Jersey
$30K +$28.8K +139 +4,633%
HFS
705
Hughes Financial Services
Virginia
$29.5K +$27.2K +131 New
TFIPS
706
Towarzystwo Funduszy Inwestycyjnych PZU SA
$27.2K +$24.9K +120 New
NS
707
NBC Securities
Alabama
$27K +$25.5K +123 New
CT
708
Clearstead Trust
Maine
$26.3K +$24.1K +116 New
HWM
709
Hemington Wealth Management
Virginia
$26K +$7.88K +38 +48%
MA
710
MCF Advisors
Kentucky
$23.8K – – –
FMII
711
Farmers & Merchants Investments Inc
Nebraska
$23.3K -$1.45K -7 -6%
ABWM
712
Alpine Bank Wealth Management
Colorado
$23.3K +$21.4K +103 New
ADL
713
Asset Dedication LLC
California
$23.1K -$415 -2 -2%
BI
714
Binnacle Investments
Iowa
$22.9K +$20.9K +101 New
ATC
715
Adirondack Trust Company
New York
$22.6K – – –
SR
716
Syntax Research
Florida
$22.6K – – –
CFO
717
CVA Family Office
Colorado
$22.6K +$830 +4 +4%
CAM
718
Costello Asset Management
Pennsylvania
$22.6K +$20.7K +100 New
CT
719
Colonial Trust
South Carolina
$21.7K +$2.7K +13 +16%
CAM
720
Creekmur Asset Management
Illinois
$20.9K – – –
WA
721
Whipplewood Advisors
Colorado
$19K -$16K -77 -92%
OCM
722
Orion Capital Management
California
$18.1K – – –
MAM
723
Meeder Asset Management
Ohio
$18.1K +$9.75K +47 +142%
GKIM
724
GW&K Investment Management
Massachusetts
$18K +$4.77K +23 +40%
NAAA
725
New Age Alpha Advisors
New York
$17.7K +$7.88K +38 +95%