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Synopsys
SNPS

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
826
Perigon Wealth Management
California
$737K -$386K -869 -36%
DAS
827
Diversify Advisory Services
Utah
$736K -$182K -410 -22%
OL
828
Odyssean LLC
Connecticut
$731K +$691K +1,556 New
LA
829
Legacy Advisors
Pennsylvania
$720K +$28.9K +65 +4%
CVM
830
Cheviot Value Management
California
$714K -$4.89K -11 -0.8%
VCA
831
Verdence Capital Advisors
Maryland
$714K -$143K -323 -18%
DE
832
Diversified Enterprises
Delaware
$710K +$671K +1,511 New
LIP
833
Lighthouse Investment Partners
Florida
$701K +$663K +1,493 New
MA
834
Mutual Advisors
Nebraska
$701K +$149K +335 +29%
AFG
835
Atomi Financial Group
New York
$700K +$63.5K +143 +11%
RFS
836
Richardson Financial Services
Massachusetts
$694K +$888 +2 +0.1%
CFG
837
Cooper Financial Group
California
$693K -$87.1K -196 -12%
GLA
838
Great Lakes Advisors
Illinois
$692K -$76.4K -172 -10%
CA
839
Clearstead Advisors
Ohio
$691K +$146K +329 +29%
PF
840
Phoenix Financial
Israel
$673K +$89.7K +202 +16%
FC
841
FORA Capital
Florida
$672K +$636K +1,431 New
HL
842
HeadInvest LLC
Maine
$671K +$257K +579 +68%
AC
843
Addison Capital
Pennsylvania
$670K +$633K +1,426 New
WFP
844
Worthington Financial Partners
Ohio
$663K +$627K +1,412 New
MWM
845
Mission Wealth Management
California
$660K -$3.55K -8 -0.6%
EI
846
EFG International
$660K +$624K +1,405 New
SG
847
StoneX Group
New York
$658K +$315K +708 +103%
CFG
848
Citizens Financial Group
Rhode Island
$657K – – –
CF
849
Centaurus Financial
California
$657K +$15.1K +34 +2%
OWCM
850
One Wealth Capital Management
Arizona
$650K +$79.1K +178 +15%
32 33
34
35 36