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Synopsys

Name Holding Trade Value Shares
Change
Change in
Stake
LFA
851
Legacy Financial Advisors
Kentucky
$643K +$256K +545 +61%
BP
852
Ballentine Partners
Massachusetts
$640K +$137K +292 +26%
CA
853
Commerzbank Aktiengesellschaft
Germany
$639K -$354K -753 -34%
CAG
854
Crestwood Advisors Group
Massachusetts
$635K +$10.3K +22 +2%
RFS
855
Richardson Financial Services
Massachusetts
$629K -$33.9K -72 -5%
DE
856
Diversified Enterprises
Delaware
$621K -$44.7K -95 -6%
BTI
857
Blue Trust Inc
Georgia
$620K -$41.4K -88 -6%
CCM
858
Connective Capital Management
California
$617K
CVM
859
Cheviot Value Management
California
$614K -$2.35K -5 -0.4%
CM
860
Castleark Management
Illinois
$612K
Capstone Investment Advisors
861
Capstone Investment Advisors
New York
$604K -$388K -825 -38%
FFM
862
Fullerton Fund Management
Singapore
$597K +$144K +306 +30%
WA
863
Wealth Alliance
New York
$593K -$256K -545 -29%
VWM
864
Venturi Wealth Management
Texas
$593K -$57.8K -123 -8%
PA
865
Pinnacle Associates
New York
$592K +$127K +271 +26%
JTWM
866
Jackson Thornton Wealth Management
Alabama
$591K +$624K +1,326 New
SF
867
Summit Financial
New Jersey
$587K +$176K +375 +40%
VWM
868
Valley Wealth Managers
New Jersey
$584K +$48.9K +104 +9%
STP
869
Science & Technology Partners
New York
$582K +$613K +1,304 New
QC
870
Quent Capital
New York
$576K +$15.5K +33 +3%
PWPS
871
Pinnacle Wealth Planning Services
Ohio
$575K +$12.7K +27 +2%
IA
872
IFP Advisors
Florida
$569K +$82.8K +176 +16%
CCA
873
Coign Capital Advisors
Utah
$567K +$598K +1,271 New
WFI
874
West Family Investments
California
$565K +$293K +624 +97%
BPC
875
Banque Pictet & Cie
Switzerland
$561K +$592K +1,258 New