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Synopsys

Name Holding Trade Value Shares
Change
Change in
Stake
BWG
776
Beta Wealth Group
California
$333K
TCBWMS
777
Texas Capital Bank Wealth Management Services
Texas
$331K +$448 +1 +0.1%
EL
778
EWA LLC
Pennsylvania
$331K +$283K +633 New
DCM
779
Donaldson Capital Management
Indiana
$329K
VFA
780
Values First Advisors
Tennessee
$328K -$32.2K -72 -9%
PIA
781
Pinion Investment Advisors
Kansas
$328K +$895 +2 +0.3%
SA
782
Syntax Advisors
New York
$327K -$14.8K -33 -4%
VCG
783
Vantage Consulting Group
Virginia
$327K -$14.8K -33 -4%
CIC
784
Cornercap Investment Counsel
Georgia
$324K -$847K -1,893 -73%
HCM
785
HMS Capital Management
Tennessee
$323K
FHA
786
Flagship Harbor Advisors
Massachusetts
$320K -$10.3K -23 -3%
MLA
787
My Legacy Advisors
Oregon
$320K +$2.24K +5 +0.8%
KIA
788
KCM Investment Advisors
California
$319K
RG
789
Renaissance Group
Kentucky
$318K
IWM
790
IHT Wealth Management
Illinois
$317K -$11.2K -25 -3%
TWC
791
TD Waterhouse Canada
Ontario, Canada
$317K +$160K +357 +110%
RTC
792
Riverview Trust Company
Washington
$315K -$3.13K -7 -1%
NIMI
793
Natixis Investment Managers International
France
$315K +$8.05K +18 +3%
NB
794
Nicolet Bankshares
Wisconsin
$313K
AC
795
Apella Capital
Connecticut
$313K +$305K +681 New
ZB
796
Zions Bancorporation
Utah
$310K -$4.92K -11 -2%
UCFA
797
United Capital Financial Advisors
Texas
$310K -$124K -276 -29%
CT
798
Caldwell Trust
Florida
$307K
VC
799
Veracity Capital
Georgia
$306K +$29.1K +65 +11%
GSC
800
Ground Swell Capital
South Carolina
$303K -$2.69K -6 -0.9%