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Cboe Global Markets

Name Holding Trade Value Shares
Change
Change in
Stake
TFM
951
TFC Financial Management
Massachusetts
$1.46K – – –
ACA
952
American Capital Advisory
Idaho
$1.46K +$1.22K +4 +200%
BCWM
953
Bartlett & Co Wealth Management
Ohio
$1.46K -$1.22K -4 -40%
FCAS
954
First Command Advisory Services
Texas
$1.46K – – –
LAM
955
Lummis Asset Management
Texas
$1.46K – – –
MB
956
MidFirst Bank
Oklahoma
$1.46K – – –
PIS
957
POM Investment Strategies
North Carolina
$1.46K – – –
CWP
958
Clark Wealth Partners
Illinois
$1.21K – – –
NWS
959
Nvest Wealth Strategies
Ohio
$1.21K +$1.22K +4 +400%
AFC
960
Ares Financial Consulting
California
$1.21K – – –
IPS
961
Investors Portfolio Services
Washington
$1.21K – – –
NB
962
NBT Bank
New York
$1.21K – – –
NRG
963
Nemes Rush Group
Michigan
$1.21K – – –
PWA
964
Principia Wealth Advisory
Texas
$1.21K +$306 +1 +25%
LI
965
LRI Investments
Florida
$1.21K +$1.53K +5 New
PS
966
Planning Strategies
Pennsylvania
$1.21K +$1.53K +5 New
AWM
967
Activest Wealth Management
Florida
$971 -$2.45K -8 -67%
Kayne Anderson Rudnick Investment Management
968
Kayne Anderson Rudnick Investment Management
California
$971 – – –
MEG
969
Millstone Evans Group
Colorado
$971 +$1.22K +4 New
WTA
970
Washington Trust Advisors
Massachusetts
$971 +$1.22K +4 New
SA
971
Seneschal Advisors
Washington
$729 – – –
VWA
972
Valued Wealth Advisors
Utah
$729 – – –
WA
973
WestEnd Advisors
North Carolina
$728 – – –
DF
974
DecisionPoint Financial
Arizona
$496 +$612 +2 New
SC
975
SouthState Corp
Florida
$486 -$612 -2 -50%