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Synopsys

Name Holding Trade Value Shares
Change
Change in
Stake
VC
801
Veracity Capital
Georgia
$629K +$90.5K +160 +18%
EA
802
Everpar Advisors
Oklahoma
$628K +$83.1K +147 +16%
ACM
803
Advisors Capital Management
New Jersey
$613K +$41.3K +73 +8%
BP
804
Ballentine Partners
Massachusetts
$611K +$144K +254 +33%
CWA
805
Clarity Wealth Advisors
California
$608K -$565 -1 -0.1%
PP
806
PDS Planning
Ohio
$605K +$6.79K +12 +1%
MA
807
Modus Advisors
Minnesota
$595K -$66.2K -117 -10%
DAM
808
Deltec Asset Management
New York
$595K
PCG
809
Prosperity Consulting Group
Maryland
$595K +$118K +209 +26%
CCAM
810
Codex Capital Asset Management
Texas
$595K +$565K +1,000 New
MWM
811
Modera Wealth Management
New Jersey
$590K -$3.39K -6 -0.6%
LFA
812
Legacy Financial Advisors
Kentucky
$588K -$5.09K -9 -0.9%
TPW
813
Transatlantique Private Wealth
New York
$586K -$59.4K -105 -9%
TIA
814
Tiemann Investment Advisors
California
$586K
CA
815
Continuum Advisory
Idaho
$584K +$8.48K +15 +2%
SQA
816
Simon Quick Advisors
New Jersey
$579K +$127K +225 +30%
GHAM
817
Gilman Hill Asset Management
Connecticut
$578K
FFA
818
First Foundation Advisors
California
$572K
DCM
819
Driehaus Capital Management
Illinois
$571K -$59.9K -106 -10%
JCIA
820
Jackson Creek Investment Advisors
Colorado
$559K -$274K -484 -34%
CFGS
821
Concourse Financial Group Securities
Alabama
$556K -$11.3K -20 -2%
RFN
822
Redwood Financial Network
Ohio
$555K
FFM
823
Forum Financial Management
Illinois
$553K +$3.39K +6 +0.7%
FBB
824
Fulton Breakefield Broenniman
Maryland
$546K +$27.7K +49 +6%
LSAG
825
Lake Street Advisors Group
New Hampshire
$543K +$23.2K +41 +5%