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Cboe Global Markets
CBOE

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
776
Geneos Wealth Management
Colorado
$17.2K -$73.8K -307 -81%
RA
777
Rise Advisors
New York
$16.9K +$481 +2 +3%
WANY
778
Wealthspire Advisors (New York)
New York
$16.9K +$16.6K +69 New
BGAI
779
Bruce G. Allen Investments
Colorado
$16.7K – – –
FMP
780
Financial Management Professionals
Texas
$16.7K – – –
TWC
781
TD Waterhouse Canada
Ontario, Canada
$15.9K +$2.16K +9 +16%
WA
782
Westfuller Advisors
New York
$15.7K +$15.4K +64 New
MCM
783
MV Capital Management
Maryland
$15.2K – – –
IP
784
Isthmus Partners
Wisconsin
$15.2K -$314K -1,309 -2%
DJSG
785
D.J. St. Germain
Massachusetts
$15K – – –
PPA
786
Painted Porch Advisors
California
$14.7K +$3.6K +15 +33%
AIM
787
Anchor Investment Management
South Carolina
$14K – – –
BTC
788
Bank & Trust Company
Illinois
$13.7K – – –
BDPWM
789
Barnes Dennig Private Wealth Management
Ohio
$13.5K +$13.2K +55 New
SS
790
SBI Securities
Japan
$12.5K +$4.8K +20 +65%
ACM
791
Anfield Capital Management
California
$12.3K – – –
MIM
792
MTM Investment Management
South Carolina
$12.3K – – –
VFM
793
Vision Financial Markets
Connecticut
$12.3K +$12K +50 New
BIA
794
Bell Investment Advisors
California
$11.8K – – –
RFS
795
Richardson Financial Services
Massachusetts
$11.5K +$1.92K +8 +21%
FFO
796
Fortitude Family Office
Arizona
$11.3K – – –
BWL
797
Bogart Wealth LLC
Virginia
$11.3K +$481 +2 +5%
JWM
798
JPL Wealth Management
Colorado
$11.3K +$11.1K +46 New
PSFG
799
Park Square Financial Group
Georgia
$11.3K – – –
SIS
800
Sound Income Strategies
Florida
$10.8K +$10.8K +45 New
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