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Cboe Global Markets
CBOE

Name Holding Trade Value Shares
Change 		Change in
Stake
WG
851
Wellington Group
Indiana
$28.1K -$4.18K -15 -13%
ATC
852
Adirondack Trust Company
New York
$28.1K – – –
CAM
853
Costello Asset Management
Pennsylvania
$28.1K – – –
SR
854
Syntax Research
Florida
$28.1K – – –
PWA
855
Physician Wealth Advisors
Utah
$27.8K +$835 +3 +3%
BGAI
856
Bruce G. Allen Investments
Colorado
$27.5K +$8.35K +30 +44%
SIM
857
Synergy Investment Management
Florida
$27.5K +$27.3K +98 New
FFO
858
Fortitude Family Office
Arizona
$27K +$12.5K +45 +88%
SGK
859
Steigerwald Gordon & Koch
Virginia
$26.7K – – –
CT
860
Colonial Trust
South Carolina
$26.4K -$557 -2 -2%
SIS
861
Sound Income Strategies
Florida
$25.5K – – –
LFG
862
Larson Financial Group
Missouri
$24.7K -$835 -3 -3%
BW
863
Basepoint Wealth
Iowa
$24.7K – – –
KFAS
864
Keating Financial Advisory Services
Kansas
$24.7K +$4.18K +15 +21%
OCM
865
Orion Capital Management
California
$22.5K – – –
WA
866
Whipplewood Advisors
Colorado
$22.2K +$22K +79 New
SL
867
Salomon & Ludwin
Virginia
$21.5K – – –
BDPWM
868
Barnes Dennig Private Wealth Management
Ohio
$20.8K +$557 +2 +3%
WA
869
Westfuller Advisors
New York
$20.6K +$278 +1 +1%
FMII
870
Farmers & Merchants Investments Inc
Nebraska
$19.4K – – –
HFS
871
Horizon Financial Services
North Carolina
$19.4K +$8.63K +31 +82%
FMP
872
Financial Management Professionals
Texas
$19.1K – – –
MCM
873
MV Capital Management
Maryland
$18.3K +$557 +2 +3%
ADL
874
Asset Dedication LLC
California
$17.7K -$13.4K -48 -43%
BLC
875
Brown, Lisle/Cummings
Rhode Island
$17.5K +$17K +61 +6,100%
33 34
35
36 37