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Synopsys
SNPS

Name Holding Trade Value Shares
Change 		Change in
Stake
OFS
701
OneAscent Financial Services
Alabama
$471K +$460K +1,027 New
CWA
702
Clarity Wealth Advisors
California
$469K – – –
BHWM
703
Bar Harbor Wealth Management
New Hampshire
$464K -$202K -451 -31%
SIA
704
Schechter Investment Advisors
Michigan
$464K +$61.3K +137 +16%
SEC
705
Seven Eight Capital
New York
$460K -$243K -543 -35%
EWM
706
Evermay Wealth Management
Virginia
$458K – – –
NWMG
707
National Wealth Management Group
Ohio
$458K +$447K +998 New
RFN
708
Redwood Financial Network
Ohio
$458K -$32.7K -73 -7%
HCS
709
Himension Capital (Singapore)
Singapore
$457K +$445K +995 New
BS
710
Bessemer Securities
New York
$455K -$726K -1,622 -62%
GVAG
711
Great Valley Advisor Group
Delaware
$455K +$201K +449 +83%
MWM
712
Modera Wealth Management
New Jersey
$452K +$47.9K +107 +12%
AR
713
Advisory Research
Illinois
$448K +$437K +977 New
PWP
714
Private Wealth Partners
California
$448K – – –
CAMG
715
CWA Asset Management Group
Florida
$448K +$107K +239 +32%
OWM
716
OneAscent Wealth Management
Alabama
$447K +$436K +975 New
BL
717
Balentine LLC
Georgia
$446K -$9.4K -21 -2%
PP
718
PDS Planning
Ohio
$440K +$16.1K +36 +4%
CA
719
Continuum Advisory
Idaho
$439K -$448 -1 -0.1%
BWP
720
BSW Wealth Partners
Colorado
$436K +$106K +237 +33%
CI
721
CX Institutional
Indiana
$435K +$82.8K +185 +24%
GP
722
Geneva Partners
Wisconsin
$432K +$78.3K +175 +23%
FFM
723
Forum Financial Management
Illinois
$424K – – –
AI
724
Atom Investors
Texas
$422K +$411K +919 New
LFAS
725
Level Four Advisory Services
Texas
$420K +$8.95K +20 +2%
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