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Cboe Global Markets

Name Holding Trade Value Shares
Change
Change in
Stake
BPA
726
Beacon Pointe Advisors
California
$259K +$72.8K +238 +29%
DIM
727
Delta Investment Management
California
$257K +$98.2K +321 +43%
MWM
728
Modern Wealth Management
Kansas
$257K -$256K -837 -44%
MWM
729
Maridea Wealth Management
New York
$256K +$323K +1,054 New
RG
730
Renaissance Group
Kentucky
$252K -$7.34K -24 -2%
CI
731
Cigna Investments
Connecticut
$248K
FHA
732
Flagship Harbor Advisors
Massachusetts
$246K -$1.84K -6 -0.6%
CIC
733
Chilton Investment Company
Connecticut
$243K
SC
734
Skylands Capital
Wisconsin
$243K
FIM
735
Fruth Investment Management
Texas
$242K
CAM
736
Claret Asset Management
Quebec, Canada
$237K -$7.34K -24 -2%
VA
737
VestGen Advisors
Illinois
$237K -$171K -558 -36%
ECM
738
Evergreen Capital Management
Washington
$236K
HI
739
Harbour Investments
Wisconsin
$231K +$55.7K +182 +24%
BWP
740
Burling Wealth Partners
Illinois
$231K
AssetMark Inc
741
AssetMark Inc
California
$230K +$80.8K +264 +39%
AF
742
Allworth Financial
California
$229K +$61.8K +202 +27%
PGF
743
Plan Group Financial
Oklahoma
$229K +$288K +942 New
EAM
744
Eventide Asset Management
Massachusetts
$228K +$302K +986 New
FPH
745
Financial Planning Hawaii
Hawaii
$223K
FCP
746
Fidelis Capital Partners
Florida
$221K +$6.43K +21 +2%
PA
747
Profund Advisors
Maryland
$221K -$7.65K -25 -3%
AWA
748
Arkadios Wealth Advisors
Georgia
$220K +$612 +2 +0.2%
AIP
749
Ameritas Investment Partners
Nebraska
$218K -$16.2K -53 -6%
CPA
750
Capital Performance Advisors
California
$218K -$30.9K -101 -10%