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Synopsys

Name Holding Trade Value Shares
Change
Change in
Stake
PA
401
Parallel Advisors
California
$84K
HNB
402
Huntington National Bank
Ohio
$80K
SLF
403
Sun Life Financial
Ontario, Canada
$80K +$80.5K +1,094 +18,233%
Creative Planning
404
Creative Planning
Kansas
$72K +$12K +163 +20%
PCP
405
Proficio Capital Partners
Massachusetts
$61K -$10.4K -141 -15%
WT
406
Whittier Trust
California
$52K
PCM
407
Prelude Capital Management
New York
$50K -$655K -8,910 -93%
FANJ
408
Financial Architects (New Jersey)
New Jersey
$49K -$1.99K -27 -4%
SIAS
409
Shine Investment Advisory Services
Colorado
$39K +$38.9K +529 New
IUHSA
410
Itau Unibanco Holding S.A.
Brazil
$36K
GRP
411
Global Retirement Partners
California
$34K -$147 -2 -0.4%
PWM
412
Perigon Wealth Management
California
$31K
CFG
413
CKW Financial Group
Hawaii
$29K -$29.4K -400 -50%
HIIFS
414
Harel Insurance Investments & Financial Services
Israel
$29K
SFG
415
SevenBridge Financial Group
Pennsylvania
$29K +$7.36K +100 +33%
FHA
416
First Horizon Advisors
Tennessee
$26K
GLI
417
Guardian Life Insurance
New York
$25K -$17.9K -243 -42%
CTC
418
Central Trust Company
Missouri
$25K
GAM
419
Gemmer Asset Management
California
$23K
TDC
420
Thompson Davis & Co
Virginia
$22K
CPIG
421
Chicago Partners Investment Group
Illinois
$22K +$22.1K +300 New
Northwestern Mutual Wealth Management
422
Northwestern Mutual Wealth Management
Wisconsin
$21K +$14.6K +198 +222%
OIA
423
OneDigital Investment Advisors
Kansas
$21K +$20.9K +284 New
SPIA
424
Steward Partners Investment Advisory
New York
$20K -$4.27K -58 -17%
SA
425
SpiderRock Advisors
Delaware
$17K