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Synopsys
SNPS

Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
701
River Wealth Advisors
Pennsylvania
$237K -$67.7K -200 -21%
VCA
702
Verdence Capital Advisors
Maryland
$237K +$2.37K +7 +0.9%
WPW
703
Waldron Private Wealth
Pennsylvania
$237K +$2.37K +7 +0.9%
RCAMU
704
Rothschild & Co Asset Management US
Connecticut
$234K – – –
AWM
705
Accurate Wealth Management
Florida
$233K +$268K +792 New
FHA
706
Flagship Harbor Advisors
Massachusetts
$232K -$41.6K -123 -14%
KA
707
Kovack Advisors
Florida
$230K -$443K -1,309 -64%
PL
708
Plancorp LLC
Missouri
$229K -$339 -1 -0.1%
ACM
709
Advisors Capital Management
New Jersey
$228K +$234K +690 New
SFG
710
Synergy Financial Group
California
$226K – – –
ASN
711
Advisory Services Network
Georgia
$225K +$249K +736 New
LA
712
Legacy Advisors
Pennsylvania
$223K +$247K +729 New
BFEC
713
Benjamin F. Edwards & Company
Missouri
$221K -$37.6K -111 -13%
RG
714
Renaissance Group
Kentucky
$221K -$4.74K -14 -2%
ISWM
715
Independent Solutions Wealth Management
New York
$220K -$15.9K -47 -6%
BWG
716
Beta Wealth Group
California
$220K – – –
UCFA
717
United Capital Financial Advisors
Texas
$218K -$78.9K -233 -25%
RTC
718
Riverview Trust Company
Washington
$217K -$8.46K -25 -3%
SIA
719
Schechter Investment Advisors
Michigan
$216K +$239K +706 New
IRAG
720
Investment Research & Advisory Group
Georgia
$214K – – –
OMC
721
Old Mission Capital
Illinois
$214K +$237K +700 New
SRG
722
SBB Research Group
Illinois
$213K +$236K +696 New
HFW
723
Horizon Family Wealth
Illinois
$211K – – –
KIA
724
KCM Investment Advisors
California
$211K – – –
AC
725
Avestar Capital
New York
$210K +$233K +688 New
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