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Cboe Global Markets
CBOE

Name Holding Trade Value Shares
Change 		Change in
Stake
TWD
801
True Wealth Design
Ohio
$10.8K +$481 +2 +5%
LFA
802
LGT Financial Advisors
Texas
$10.2K – – –
DIP
803
DT Investment Partners
Pennsylvania
$9.81K – – –
PPC
804
Park Place Capital
Alabama
$9.32K – – –
HFS
805
Horizon Financial Services
North Carolina
$9.32K +$6.01K +25 +192%
KFI
806
Key Financial Inc
Pennsylvania
$9.18K – – –
RTL
807
Red Tortoise LLC
Georgia
$8.83K – – –
MAM
808
Meeder Asset Management
Ohio
$7.36K -$12.5K -52 -63%
RA
809
Rational Advisors
New York
$7.36K -$1.44K -6 -17%
HWM
810
HighMark Wealth Management
Minnesota
$7.36K +$3.36K +14 +88%
AW
811
Avion Wealth
Texas
$7K +$481 +2 +7%
PWMG
812
Prestige Wealth Management Group
New Jersey
$6.62K – – –
JFGIW
813
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6.62K +$6.49K +27 New
HHMI
814
Howard Hughes Medical Institute
Maryland
$5.4K – – –
HFM
815
Harvest Fund Management
China
$5K – – –
CCM
816
Cloud Capital Management
Washington
$5K +$5.53K +23 New
DPW
817
DiNuzzo Private Wealth
Pennsylvania
$4.96K -$240 -1 -5%
GBT
818
Grove Bank & Trust
Florida
$4.91K – – –
SC
819
Solstein Capital
California
$4.91K – – –
AWM
820
Activest Wealth Management
Florida
$4.91K +$481 +2 +11%
AP
821
Aspect Partners
Virginia
$4.91K +$1.44K +6 +43%
CWM
822
Cranbrook Wealth Management
Michigan
$4.91K +$4.8K +20 New
MAM
823
Marquette Asset Management
Minnesota
$4.91K +$4.8K +20 New
HWP
824
Highline Wealth Partners
California
$4.66K – – –
MWA
825
Medallion Wealth Advisors
Connecticut
$4.42K – – –
31 32
33
34 35