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Synopsys

Name Holding Trade Value Shares
Change
Change in
Stake
TC
676
Truvestments Capital
Florida
$550K -$45.5K -113 -8%
IFG
677
Independent Financial Group
California
$550K +$277K +687 +119%
AFT
678
Alpha Family Trust
California
$542K
TFS
679
Thoroughbred Financial Services
Tennessee
$542K
BTWM
680
Baker Tilly Wealth Management
Wisconsin
$536K -$236K -587 -32%
BRWA
681
B. Riley Wealth Advisors
Florida
$528K -$14.9K -37 -3%
WEG
682
World Equity Group
Illinois
$527K -$655K -1,627 -57%
MC
683
Merlin Capital
Rhode Island
$522K -$5.24K -13 -1%
PWM
684
Perigon Wealth Management
California
$522K +$8.06K +20 +2%
Point72 Asset Management
685
Point72 Asset Management
Connecticut
$515K +$476K +1,183 New
FCH
686
Freestone Capital Holdings
Washington
$513K -$43.5K -108 -8%
MGIA
687
Moneta Group Investment Advisors
Missouri
$511K -$33.4K -83 -7%
CWA
688
Clarus Wealth Advisors
Arizona
$511K +$16.1K +40 +3%
HSA
689
HBK Sorce Advisory
Pennsylvania
$507K +$4.03K +10 +0.9%
RWM
690
Ritholtz Wealth Management
New York
$502K -$3.22K -8 -0.7%
GFPC
691
Global Financial Private Client
Florida
$497K +$8.46K +21 +2%
FAM
692
Fred Alger Management
New York
$492K -$37.9K -94 -8%
SGI
693
Summit Global Investments
Utah
$492K -$3.22K -8 -0.7%
FIA
694
Foundations Investment Advisors
Arizona
$488K +$452K +1,121 New
QC
695
Quent Capital
New York
$486K -$42.3K -105 -9%
BPC
696
Banque Pictet & Cie
Switzerland
$485K -$81.4K -202 -15%
TPCW
697
TD Private Client Wealth
New York
$484K +$25.8K +64 +6%
PWPS
698
Pinnacle Wealth Planning Services
Ohio
$481K -$6.45K -16 -1%
LFA
699
Legacy Financial Advisors
Kentucky
$479K -$41.1K -102 -8%
SNB
700
Security National Bank
Nebraska
$479K