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Cboe Global Markets
CBOE

Name Holding Trade Value Shares
Change 		Change in
Stake
GKIM
826
GW&K Investment Management
Massachusetts
$40K +$16.2K +53 +48%
JWA
827
JFS Wealth Advisors
Pennsylvania
$38.6K -$13.2K -43 -21%
HFS
828
Hughes Financial Services
Virginia
$35.2K -$612 -2 -1%
SWP
829
Strategic Wealth Partners
Ohio
$32.3K – – –
HHRDM
830
H&H Retirement Design & Management
Nevada
$31.3K +$31.2K +102 New
RTC
831
Riverview Trust Company
Washington
$29.1K – – –
SIM
832
Synergy Investment Management
Florida
$27.7K +$3.67K +12 +12%
CT
833
Clearstead Trust
Maine
$27.4K – – –
CAL
834
Capital Advisors Ltd
Ohio
$27K -$23K -75 -41%
IA
835
IFG Advisory
Georgia
$26.9K +$34K +111 New
KFAS
836
Keating Financial Advisory Services
Kansas
$26K +$5.82K +19 +22%
SWM
837
SHP Wealth Management
Massachusetts
$26K +$19.6K +64 +149%
ABC
838
Anchor Bay Capital
California
$24.6K +$26.3K +86 New
BW
839
Basepoint Wealth
Iowa
$24.5K +$3.98K +13 +15%
APFP
840
Action Point Financial Planning
Michigan
$24.3K +$31.2K +102 New
AWM
841
Aberdeen Wealth Management
Illinois
$24.3K -$306K -1,000 -91%
ATC
842
Adirondack Trust Company
New York
$24.3K – – –
CAM
843
Costello Asset Management
Pennsylvania
$24.3K – – –
SR
844
Syntax Research
Florida
$24.3K – – –
SNBOSD
845
Security National Bank of So Dak
Iowa
$23.8K +$30K +98 New
PWA
846
Physician Wealth Advisors
Utah
$23.1K -$1.22K -4 -4%
SGK
847
Steigerwald Gordon & Koch
Virginia
$23.1K – – –
CT
848
Colonial Trust
South Carolina
$22.8K – – –
CTA
849
Colonial Trust Advisors
South Carolina
$21.8K +$27.5K +90 New
FFO
850
Fortitude Family Office
Arizona
$21.1K -$2.75K -9 -9%
32 33
34
35 36