We are live on ! Find out more
CBOE icon

Cboe Global Markets

Name Holding Trade Value Shares
Change
Change in
Stake
RFA
1076
Reyes Financial Architecture
California
– -$108K -386 Closed
RFP
1077
Root Financial Partners
California
– -$79K -281 Closed
NEWAS
1078
N.E.W. Advisory Services
Wisconsin
– -$62.4K -222 Closed
PWAM
1079
Private Wealth Asset Management
Iowa
– -$61K -217 Closed
CWMS
1080
CFG Wealth Management Services
Indiana
– -$59.9K -213 Closed
Twin Tree Management
1081
Twin Tree Management
Texas
– -$50.9K -181 Closed
TPWA
1082
Twin Peaks Wealth Advisors
California
– -$49.2K -175 Closed
AGWCA
1083
Annis Gardner Whiting Capital Advisors
Florida
– -$46.1K -164 Closed
DWP
1084
Destiny Wealth Partners
Florida
– -$42.7K -152 Closed
APW
1085
Aventura Private Wealth
Florida
– -$39.4K -140 Closed
WSFG
1086
Wall Street Financial Group
Illinois
– -$37.7K -134 Closed
IAAG
1087
Innovative Asset Advisors Group
Connecticut
– -$37.4K -133 Closed
NFSG
1088
Newbridge Financial Services Group
Florida
– -$30.9K -110 Closed
WG
1089
Wellington Group
Indiana
– -$28.1K -100 Closed
SIS
1090
Sound Income Strategies
Florida
– -$25.5K -91 Closed
HFM
1091
Harvest Fund Management
China
– -$11K -39 Closed
TGY2IT
1092
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
– -$10.1K -36 Closed
HWM
1093
HighMark Wealth Management
Minnesota
– -$9.84K -35 Closed
MAM
1094
Marquette Asset Management
Minnesota
– -$6.46K -23 Closed
CFG
1095
Clayton Financial Group
Missouri
– -$3.65K -13 Closed
VWM
1096
Vermillion Wealth Management
Minnesota
– -$2.25K -8 Closed
FHC
1097
First Horizon Corporation
Tennessee
– -$1.69K -6 Closed
RIAS
1098
Rachor Investment Advisory Services
Michigan
– -$1.13K -4 Closed
AWM
1099
Abound Wealth Management
Tennessee
– -$844 -3 Closed
CW
1100
Curio Wealth
Maryland
– -$562 -2 Closed