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Cboe Global Markets
CBOE

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
701
Axxcess Wealth Management
California
$233K -$76.6K -308 -25%
CAAS
702
Capital Asset Advisory Services
Michigan
$232K -$76.6K -308 -25%
IWM
703
IHT Wealth Management
Illinois
$231K -$28.9K -116 -11%
FPH
704
Financial Planning Hawaii
Hawaii
$230K +$228K +917 New
MA
705
MONECO Advisors
Connecticut
$229K -$995 -4 -0.4%
SS
706
Sunbelt Securities
Texas
$229K +$35.6K +143 +19%
SFWA
707
Summit Financial Wealth Advisors
Louisiana
$223K – – –
ONB
708
Old National Bancorp
Indiana
$222K -$56.5K -227 -20%
PWPS
709
Pinnacle Wealth Planning Services
Ohio
$218K -$497 -2 -0.2%
PDL
710
Portfolio Design Labs
California
$218K – – –
AWA
711
Arkadios Wealth Advisors
Georgia
$217K -$6.96K -28 -3%
AWM
712
Adams Wealth Management
Utah
$216K – – –
CI
713
CacheTech Inc
Utah
$216K – – –
DIM
714
Delta Investment Management
California
$216K +$214K +859 New
FCP
715
Fidelis Capital Partners
Florida
$215K -$8.96K -36 -4%
QFW
716
QTR Family Wealth
Florida
$213K +$194K +778 New
GCM
717
Gambit Capital Management
Tennessee
$212K +$210K +844 New
FMLI
718
Fukoku Mutual Life Insurance
Japan
$211K -$38.3K -154 -15%
AIM
719
Advyzon Investment Management
Illinois
$211K +$209K +841 New
LFA
720
Legacy Financial Advisors
Kentucky
$211K +$2.74K +11 +1%
IFU
721
iSAM Funds (UK)
United Kingdom
$210K +$208K +837 New
EL
722
EWA LLC
Pennsylvania
$209K -$995 -4 -0.5%
FMI
723
Frec Markets Inc
California
$208K +$206K +827 New
SP
724
SmartHarvest Portfolios
Washington
$205K +$203K +817 New
APM
725
a16z Perennial Management
California
$202K +$200K +803 New
27 28
29
30 31