We are live on ! Find out more
CBOE icon

Cboe Global Markets
CBOE

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
1051
Traynor Capital Management
Pennsylvania
– -$222K -785 Closed
LA
1052
LVW Advisors
New York
– -$218K -774 Closed
B
1053
Bailard
California
– -$217K -772 Closed
PS
1054
Planned Solutions
California
– -$214K -760 Closed
GHA
1055
GW Henssler & Associates
Georgia
– -$211K -750 Closed
JWCA
1056
J.W. Cole Advisors
Florida
– -$210K -747 Closed
CPW
1057
Crestmont Private Wealth
Texas
– -$209K -743 Closed
HSA
1058
HBK Sorce Advisory
Pennsylvania
– -$259K -742 Closed
QFW
1059
QTR Family Wealth
Florida
– -$223K -741 Closed
MBT
1060
Montecito Bank & Trust
California
– -$207K -735 Closed
SW
1061
Simplicity Wealth
New Jersey
– -$207K -735 Closed
HR
1062
Hardy Reed
Mississippi
– -$206K -732 Closed
FCG
1063
Fielder Capital Group
Tennessee
– -$203K -724 Closed
UIC
1064
Uniplan Investment Counsel
Wisconsin
– -$135K -480 Closed
CG
1065
Curat Global
New Hampshire
– -$112K -400 Closed
RFA
1066
Reyes Financial Architecture
California
– -$108K -386 Closed
RFP
1067
Root Financial Partners
California
– -$79K -281 Closed
NEWAS
1068
N.E.W. Advisory Services
Wisconsin
– -$62.4K -222 Closed
PWAM
1069
Private Wealth Asset Management
Iowa
– -$61K -217 Closed
CWMS
1070
CFG Wealth Management Services
Indiana
– -$59.9K -213 Closed
Twin Tree Management
1071
Twin Tree Management
Texas
– -$50.9K -181 Closed
TPWA
1072
Twin Peaks Wealth Advisors
California
– -$49.2K -175 Closed
AGWCA
1073
Annis Gardner Whiting Capital Advisors
Florida
– -$46.1K -164 Closed
DWP
1074
Destiny Wealth Partners
Florida
– -$42.7K -152 Closed
APW
1075
Aventura Private Wealth
Florida
– -$39.4K -140 Closed
40 41 42
43
44