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Cboe Global Markets
CBOE

Name Holding Trade Value Shares
Change 		Change in
Stake
HHRDM
826
H&H Retirement Design & Management
Nevada
$31.3K +$31.2K +102 New
RTC
827
Riverview Trust Company
Washington
$29.1K – – –
WG
828
Wellington Group
Indiana
$28.1K – – –
SIM
829
Synergy Investment Management
Florida
$27.7K +$3.67K +12 +12%
CT
830
Clearstead Trust
Maine
$27.4K – – –
CAL
831
Capital Advisors Ltd
Ohio
$27K -$23K -75 -41%
IA
832
IFG Advisory
Georgia
$26.9K +$34K +111 New
KFAS
833
Keating Financial Advisory Services
Kansas
$26K +$5.82K +19 +22%
SWM
834
SHP Wealth Management
Massachusetts
$26K +$19.6K +64 +149%
ABC
835
Anchor Bay Capital
California
$24.6K +$26.3K +86 New
BW
836
Basepoint Wealth
Iowa
$24.5K +$3.98K +13 +15%
APFP
837
Action Point Financial Planning
Michigan
$24.3K +$31.2K +102 New
AWM
838
Aberdeen Wealth Management
Illinois
$24.3K -$306K -1,000 -91%
ATC
839
Adirondack Trust Company
New York
$24.3K – – –
CAM
840
Costello Asset Management
Pennsylvania
$24.3K – – –
SR
841
Syntax Research
Florida
$24.3K – – –
PWA
842
Physician Wealth Advisors
Utah
$23.1K -$1.22K -4 -4%
SGK
843
Steigerwald Gordon & Koch
Virginia
$23.1K – – –
CT
844
Colonial Trust
South Carolina
$22.8K – – –
CTA
845
Colonial Trust Advisors
South Carolina
$21.8K +$27.5K +90 New
FFO
846
Fortitude Family Office
Arizona
$21.1K -$2.75K -9 -9%
KAS
847
Kemnay Advisory Services
New York
$20.9K +$13.5K +44 +105%
ABWM
848
Alpine Bank Wealth Management
Colorado
$19.7K +$24.8K +81 New
OCM
849
Orion Capital Management
California
$19.4K – – –
SL
850
Salomon & Ludwin
Virginia
$18.3K – – –
32 33
34
35 36