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Cboe Global Markets

Name Holding Trade Value Shares
Change
Change in
Stake
VCM
801
Versant Capital Management
Arizona
$120K +$47K +169 +66%
MR
802
Munich Reinsurance
$117K +$116K +418 New
TPCW
803
TD Private Client Wealth
New York
$113K -$11.7K -42 -9%
CG
804
Curat Global
New Hampshire
$112K
Cohen & Steers
805
Cohen & Steers
New York
$112K
RFA
806
Reyes Financial Architecture
California
$108K +$107K +386 New
JFGIW
807
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$100K
RFS
808
Richardson Financial Services
Massachusetts
$95.6K +$4.18K +15 +5%
PFBT
809
Parkside Financial Bank & Trust
Missouri
$84.6K +$1.39K +5 +2%
CSB
810
City State Bank
Iowa
$84.3K
BC
811
Bayforest Capital
United Kingdom
$82.4K -$248K -892 -75%
OL
812
OneFund LLC
Florida
$80.7K -$4.18K -15 -5%
RFP
813
Root Financial Partners
California
$79K +$12.8K +46 +20%
GSEP
814
Golden State Equity Partners
California
$73.6K +$72.9K +262 New
DZ Bank
815
DZ Bank
Germany
$72.8K +$72.1K +259 New
QWM
816
Quaker Wealth Management
New Jersey
$71.1K +$69.6K +250 +8,333%
ICM
817
Islay Capital Management
Texas
$70.3K
CFO
818
CVA Family Office
Colorado
$68.9K +$37K +133 +119%
SFG
819
Strive Financial Group
Indiana
$67K
AT
820
Avalon Trust
New Mexico
$66.1K
C
821
Covestor
United Kingdom
$64K -$51.2K -184 -45%
CPG
822
Cornerstone Planning Group
New Jersey
$62.8K
NEWAS
823
N.E.W. Advisory Services
Wisconsin
$62.4K -$53.7K -193 -47%
PWAM
824
Private Wealth Asset Management
Iowa
$61K
CWMS
825
CFG Wealth Management Services
Indiana
$59.9K +$59.3K +213 New