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Cboe Global Markets
CBOE

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
726
SJS Investment Consulting
Ohio
$5.53K – – –
PWMG
727
Prestige Wealth Management Group
New Jersey
$5.53K – – –
CPA
728
Capital Performance Advisors
California
$5.33K +$5.11K +26 New
CA
729
Continuum Advisory
Idaho
$5.16K +$982 +5 +24%
AFWM
730
Abich Financial Wealth Management
Virginia
$5.12K +$4.13K +21 +525%
TFA
731
Transamerica Financial Advisors
Florida
$5K +$3.54K +18 +300%
RA
732
Rise Advisors
New York
$4.69K – – –
1IA
733
1620 Investment Advisors
Massachusetts
$4.51K +$4.32K +22 New
FCM
734
Fourpath Capital Management
Oklahoma
$4.51K +$4.32K +22 New
DPW
735
DiNuzzo Private Wealth
Pennsylvania
$4.3K – – –
GBT
736
Grove Bank & Trust
Florida
$4.1K – – –
TCOV
737
Trust Company of Vermont
Vermont
$4.1K +$3.93K +20 New
PCWA
738
Pacific Capital Wealth Advisors
California
$3.28K -$393 -2 -11%
WTC
739
WhitTier Trust Company
Nevada
$3.07K +$2.95K +15 New
AW
740
Avion Wealth
Texas
$3K +$589 +3 +19%
AP
741
Aspect Partners
Virginia
$2.87K – – –
VF
742
VitalStone Financial
Texas
$2.66K – – –
FDCP
743
Foster Dykema Cabot & Partners
Massachusetts
$2.25K +$2.16K +11 New
RWM
744
Raffa Wealth Management
District of Columbia
$2.05K – – –
DF
745
Dunhill Financial
United Kingdom
$1.69K – – –
SIS
746
Sound Income Strategies
Florida
$1.64K – – –
TFM
747
TFC Financial Management
Massachusetts
$1.23K +$982 +5 +500%
HFS
748
Horizon Financial Services
North Carolina
$1.23K – – –
LAM
749
Lummis Asset Management
Texas
$1.23K – – –
CA
750
Claris Advisors
Missouri
$1.23K +$1.18K +6 New
28 29
30
31 32