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Cboe Global Markets

Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
801
MassMutual Private Wealth & Trust
Connecticut
$125K -$33.4K -120 -21%
WBC
802
Westpac Banking Corp
Australia
$125K – – –
VCM
803
Versant Capital Management
Arizona
$120K +$47K +169 +66%
MR
804
Munich Reinsurance
$117K +$116K +418 New
TPCW
805
TD Private Client Wealth
New York
$113K -$11.7K -42 -9%
CG
806
Curat Global
New Hampshire
$112K – – –
Cohen & Steers
807
Cohen & Steers
New York
$112K – – –
RFA
808
Reyes Financial Architecture
California
$108K +$107K +386 New
JFGIW
809
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$100K – – –
RFS
810
Richardson Financial Services
Massachusetts
$95.6K +$4.18K +15 +5%
PFBT
811
Parkside Financial Bank & Trust
Missouri
$84.6K +$1.39K +5 +2%
CSB
812
City State Bank
Iowa
$84.3K – – –
BWM
813
Bullock Wealth Management
Indiana
$82.7K +$82.1K +295 New
BC
814
Bayforest Capital
United Kingdom
$82.4K -$248K -892 -75%
OL
815
OneFund LLC
Florida
$80.7K -$4.18K -15 -5%
RFP
816
Root Financial Partners
California
$79K +$12.8K +46 +20%
GSEP
817
Golden State Equity Partners
California
$73.6K +$72.9K +262 New
DZ Bank
818
DZ Bank
Germany
$72.8K +$72.1K +259 New
QWM
819
Quaker Wealth Management
New Jersey
$71.1K +$69.6K +250 +8,333%
ICM
820
Islay Capital Management
Texas
$70.3K – – –
CFO
821
CVA Family Office
Colorado
$68.9K +$37K +133 +119%
SFG
822
Strive Financial Group
Indiana
$67K – – –
AT
823
Avalon Trust
New Mexico
$66.1K – – –
C
824
Covestor
United Kingdom
$64K -$51.2K -184 -45%
CPG
825
Cornerstone Planning Group
New Jersey
$62.8K – – –