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Synopsys

Name Holding Trade Value Shares
Change
Change in
Stake
AFG
851
Atomi Financial Group
New York
$459K +$79.2K +140 +22%
GM
852
GeoWealth Management
Illinois
$453K -$2.26K -4 -0.5%
PFPT
853
Pinnacle Financial Partners (Tennessee)
Tennessee
$451K +$12.4K +22 +3%
PCP
854
Proficio Capital Partners
Massachusetts
$449K +$5.09K +9 +1%
ONB
855
Old National Bancorp
Indiana
$449K +$30K +53 +8%
GRP
856
Global Retirement Partners
California
$449K +$98.4K +174 +30%
WT
857
Whittier Trust
California
$449K -$14.7K -26 -3%
MIA
858
MeadowBrook Investment Advisors
Michigan
$448K +$71.2K +126 +20%
LTAS
859
Linden Thomas Advisory Services
North Carolina
$447K +$141K +250 +50%
NERM
860
New England Research & Management
Illinois
$446K – – –
CCG
861
Catalina Capital Group
California
$446K +$23.7K +42 +6%
JSW
862
Journey Strategic Wealth
New Jersey
$444K +$198K +351 +89%
EWM
863
Empirical Wealth Management
Washington
$441K +$86K +152 +26%
BIM
864
Bridges Investment Management
Nebraska
$437K +$416K +735 New
PCM
865
Prelude Capital Management
New York
$436K -$2.77M -4,902 -87%
AC
866
Apella Capital
Connecticut
$436K +$3.39K +6 +0.8%
VWM
867
Venturi Wealth Management
Texas
$436K +$123K +218 +42%
Loomis, Sayles & Company
868
Loomis, Sayles & Company
Massachusetts
$435K +$2.26K +4 +0.6%
FMLI
869
Fukoku Mutual Life Insurance
Japan
$433K – – –
SG
870
StoneX Group
New York
$429K +$49.2K +87 +14%
TC
871
Truvestments Capital
Florida
$428K -$52K -92 -11%
DCM
872
Donaldson Capital Management
Indiana
$427K – – –
MLA
873
My Legacy Advisors
Oregon
$425K +$56K +99 +16%
MSWM
874
McGlone Suttner Wealth Management
Wisconsin
$425K -$161K -285 -26%
BCM
875
Brookstone Capital Management
Illinois
$425K +$26K +46 +7%