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Synopsys

Name Holding Trade Value Shares
Change
Change in
Stake
WMA
601
Wealth Management Associates
New Jersey
$269K
LWCFA
602
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$268K
PIA
603
Pinion Investment Advisors
Kansas
$268K +$7.59K +25 +3%
GIA
604
Gladstone Institutional Advisory
Florida
$268K +$271K +894 New
SM
605
Sciencast Management
New Jersey
$262K +$266K +875 New
ISWM
606
Independent Solutions Wealth Management
New York
$261K +$24.6K +81 +10%
Cetera Investment Advisers
607
Cetera Investment Advisers
Illinois
$257K -$416K -1,370 -62%
VAS
608
Vestmark Advisory Solutions
Massachusetts
$254K +$15.8K +52 +7%
ECM
609
Evergreen Capital Management
Washington
$254K +$26.1K +86 +11%
PCP
610
Proficio Capital Partners
Massachusetts
$253K -$12.4K -41 -5%
IRAG
611
Investment Research & Advisory Group
Georgia
$253K
CM
612
Capula Management
Cayman Islands
$249K -$347K -1,142 -58%
NB
613
Nicolet Bankshares
Wisconsin
$248K -$1.52K -5 -0.6%
LC
614
Lindbrook Capital
California
$248K +$2.43K +8 +1%
EN1L
615
Engine No 1 LLC
California
$246K +$249K +820 New
WANY
616
Wealthspire Advisors (New York)
New York
$244K +$247K +814 New
AP
617
Appleton Partners
Massachusetts
$243K -$60.7K -200 -20%
FNBOO
618
First National Bank of Omaha
Nebraska
$241K -$18.8K -62 -7%
PL
619
Plancorp LLC
Missouri
$241K +$244K +804 New
AWM
620
AE Wealth Management
Kansas
$240K +$244K +803 New
IA
621
Inspire Advisors
Idaho
$236K -$126K -414 -34%
WFI
622
West Family Investments
California
$236K +$240K +789 New
MWM
623
Mission Wealth Management
California
$235K +$7.89K +26 +3%
RWA
624
River Wealth Advisors
Pennsylvania
$232K
LNC
625
Lincoln National Corp
Pennsylvania
$231K -$41.6K -137 -15%