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Cboe Global Markets

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
851
Mascoma Wealth Management
New Hampshire
$1.47K +$1.44K +6 New
CWP
852
Clark Wealth Partners
Illinois
$1.25K – – –
AFG
853
Albion Financial Group
Utah
$1.23K +$1.2K +5 New
AF
854
Aviso Financial
Ontario, Canada
$1.23K -$627K -2,608 -100%
CIAS
855
CBIZ Investment Advisory Services
Ohio
$1.23K +$721 +3 +150%
BFS
856
Bare Financial Services
Pennsylvania
$1.23K +$1.2K +5 New
RF
857
Rossby Financial
Florida
$1.21K – – –
Kayne Anderson Rudnick Investment Management
858
Kayne Anderson Rudnick Investment Management
California
$981 – – –
SFCL
859
Strengthening Families & Communities LLC
Massachusetts
$981 – – –
TCB
860
Texas Capital Bancshares
Texas
$981 +$961 +4 New
AWM
861
Abound Wealth Management
Tennessee
$736 – – –
PWA
862
Principia Wealth Advisory
Texas
$736 – – –
QWM
863
Quaker Wealth Management
New Jersey
$736 – – –
RPA
864
Redwood Park Advisors
California
$736 – – –
VWA
865
Valued Wealth Advisors
Utah
$736 – – –
WA
866
WestEnd Advisors
North Carolina
$736 – – –
SA
867
Seneschal Advisors
Washington
$736 +$721 +3 New
SC
868
SouthState Corp
Florida
$491 -$4.08K -17 -89%
CA
869
CoreCap Advisors
Michigan
$491 – – –
BIM
870
Breakwater Investment Management
Washington
$491 +$481 +2 New
FC
871
Financial Consulate
Maryland
$491 +$481 +2 New
NC
872
North Capital
Utah
$491 +$481 +2 New
WWA
873
Wealth Watch Advisors
Colorado
$491 +$481 +2 New
BLC
874
Brown, Lisle/Cummings
Rhode Island
$302 – – –
ACA
875
American Capital Advisory
Idaho
$246 – – –