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Synopsys

Name Holding Trade Value Shares
Change
Change in
Stake
AIA
626
Affinity Investment Advisors
California
$416K +$408K +1,302 New
AAP
627
Arax Advisory Partners
Colorado
$407K -$2.19K -7 -0.5%
ESCM
628
Echo Street Capital Management
New York
$404K -$207K -661 -34%
ONB
629
Old National Bancorp
Indiana
$404K -$25.7K -82 -6%
APP
630
Avantax Planning Partners
Iowa
$403K -$45.7K -146 -10%
TIA
631
Tiemann Investment Advisors
California
$399K +$4.7K +15 +1%
TFS
632
Thoroughbred Financial Services
Tennessee
$398K
NIMI
633
Natixis Investment Managers International
France
$398K +$63.2K +202 +19%
OFS
634
OneAscent Financial Services
Alabama
$394K +$13.1K +42 +4%
QC
635
Quent Capital
New York
$390K -$19.1K -61 -5%
MC
636
Merlin Capital
Rhode Island
$387K -$6.57K -21 -2%
ISWM
637
Independent Solutions Wealth Management
New York
$387K +$154K +491 +68%
ECM
638
Evergreen Capital Management
Washington
$386K -$22.2K -71 -6%
OPS
639
Orion Portfolio Solutions
Nebraska
$384K -$20.3K -65 -5%
CIP
640
Convergence Investment Partners
Florida
$378K -$92.3K -295 -20%
MGIA
641
Moneta Group Investment Advisors
Missouri
$373K -$34.1K -109 -9%
WEG
642
World Equity Group
Illinois
$370K -$22.2K -71 -6%
GFPC
643
Global Financial Private Client
Florida
$370K +$8.14K +26 +2%
DA
644
Duality Advisers
Florida
$368K -$1.81M -5,791 -83%
LFA
645
Legacy Financial Advisors
Kentucky
$361K +$11K +35 +3%
PWPS
646
Pinnacle Wealth Planning Services
Ohio
$360K +$1.25K +4 +0.4%
WANY
647
Wealthspire Advisors (New York)
New York
$357K +$350K +1,117 New
CCIA
648
Campbell & Co Investment Adviser
Maryland
$356K -$34.4K -110 -9%
SNB
649
Security National Bank
Nebraska
$351K
PWS
650
Precision Wealth Strategies
Missouri
$347K -$1.56K -5 -0.5%