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Synopsys

Name Holding Trade Value Shares
Change
Change in
Stake
VCM
776
Vigilant Capital Management
Maine
$15K – – –
SWA
777
Sutton Wealth Advisors
Florida
$14.7K +$3.12K +10 +29%
BWM
778
BerganKDV Wealth Management
Minnesota
$14K – – –
MCM
779
MV Capital Management
Maryland
$13K -$1.25K -4 -9%
TSW
780
Thompson Siegel & Walmsley
Virginia
$13K – – –
FHA
781
First Horizon Advisors
Tennessee
$11K -$67.4K -216 -86%
Jones Financial Companies
782
Jones Financial Companies
Missouri
$11K -$5.31K -17 -33%
OCM
783
Orion Capital Management
California
$11K – – –
TFGT
784
TS Financial Group (TSFG)
Illinois
$11K – – –
FMP
785
Financial Management Professionals
Texas
$11K +$3.12K +10 +45%
CAC
786
Core Alternative Capital
Georgia
$11K +$6.87K +22 +200%
BC
787
Burleson & Co
California
$10K – – –
MCM
788
Manchester Capital Management
Vermont
$10K – – –
AIP
789
Ahrens Investment Partners
Louisiana
$9K – – –
HR
790
Howe & Rusling
New York
$9K – – –
RCM
791
Raleigh Capital Management
North Carolina
$9K +$8.43K +27 New
RWM
792
Raffa Wealth Management
District of Columbia
$8.66K – – –
TFA
793
Toth Financial Advisory
Virginia
$8K – – –
JWA
794
JFS Wealth Advisors
Pennsylvania
$8K +$4.68K +15 +167%
ATC
795
Adirondack Trust Company
New York
$7K – – –
HWM
796
HighMark Wealth Management
Minnesota
$7K – – –
BFC
797
Bedel Financial Consulting
Indiana
$6K -$936 -3 -14%
CI Investments Inc
798
CI Investments Inc
Ontario, Canada
$6K – – –
VCM
799
Versant Capital Management
Arizona
$6K – – –
ADL
800
Asset Dedication LLC
California
$6K +$624 +2 +13%