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Cboe Global Markets
CBOE

Name Holding Trade Value Shares
Change 		Change in
Stake
PUI
876
Purpose Unlimited Inc
$16.8K – – –
AIM
877
Anchor Investment Management
South Carolina
$16K – – –
BTC
878
Bank & Trust Company
Illinois
$15.7K – – –
OCWP
879
Owl Creek Wealth Partners
Colorado
$15.7K +$15.6K +56 New
SR
880
Swiss Re
Switzerland
$15.5K – – –
PSFG
881
Park Square Financial Group
Georgia
$15.2K +$3.62K +13 +32%
BWL
882
Bogart Wealth LLC
Virginia
$14.6K +$1.11K +4 +8%
ACM
883
Anfield Capital Management
California
$14.1K – – –
MIM
884
MTM Investment Management
South Carolina
$14.1K – – –
VFM
885
Vision Financial Markets
Connecticut
$14.1K – – –
GWS
886
Greykasell Wealth Strategies
California
$13.8K +$13.6K +49 New
JWM
887
JPL Wealth Management
Colorado
$12.9K +$12.8K +46 New
TWD
888
True Wealth Design
Ohio
$12.1K – – –
SWM
889
SHP Wealth Management
Massachusetts
$12.1K +$1.95K +7 +19%
KAS
890
Kemnay Advisory Services
New York
$11.8K -$140K -504 -92%
GWM
891
Geneos Wealth Management
Colorado
$11.8K – – –
LFA
892
LGT Financial Advisors
Texas
$11.7K – – –
DIP
893
DT Investment Partners
Pennsylvania
$11.2K – – –
HFM
894
Harvest Fund Management
China
$11K +$5.01K +18 +86%
STB
895
S&T Bank
Pennsylvania
$11K +$6.96K +25 +179%
KFI
896
Key Financial Inc
Pennsylvania
$10.7K – – –
CFM
897
Cornerstone Financial Management
Massachusetts
$10.7K +$2.78K +10 +36%
ANBT
898
American National Bank & Trust
Texas
$10.7K +$10.6K +38 New
RTL
899
Red Tortoise LLC
Georgia
$10.1K – – –
IWM
900
IMG Wealth Management
Florida
$10.1K +$10K +36 New
34 35
36
37 38