We are live on ! Find out more
SNPS icon

Synopsys
SNPS

Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
851
Venturi Wealth Management
Texas
$711K – – –
PWPS
852
Pinnacle Wealth Planning Services
Ohio
$702K +$114K +202 +17%
MWM
853
Mission Wealth Management
California
$697K +$12.4K +22 +2%
TSW
854
Three Seasons Wealth
Utah
$694K +$795K +1,407 New
MWM
855
Moran Wealth Management
Florida
$692K -$639K -1,130 -45%
CAIMH
856
Central Asset Investments & Management Holdings
Hong Kong
$691K +$791K +1,400 New
FIA
857
Foundations Investment Advisors
Arizona
$690K +$15.3K +27 +2%
CFG
858
Citizens Financial Group
Rhode Island
$690K +$395K +699 +100%
APWM
859
Argonautica Private Wealth Management
Massachusetts
$687K – – –
CCM
860
Connective Capital Management
California
$682K +$782K +1,383 New
CM
861
Castleark Management
Illinois
$677K +$776K +1,372 New
FFM
862
Forum Financial Management
Illinois
$676K +$224K +396 +41%
CF
863
Centaurus Financial
California
$673K +$17K +30 +2%
MAM
864
Morse Asset Management
Connecticut
$671K – – –
CWM
865
Chesapeake Wealth Management
Virginia
$669K -$45.2K -80 -6%
AFG
866
Atomi Financial Group
New York
$664K +$219K +387 +40%
GRP
867
Global Retirement Partners
California
$660K +$133K +235 +21%
CAG
868
Crestwood Advisors Group
Massachusetts
$660K +$439K +776 +138%
GAA
869
Global Assets Advisory
Florida
$656K +$187K +331 +33%
SB
870
SIG Brokerage
New York
$654K +$750K +1,326 New
CP
871
Covenant Partners
Tennessee
$651K – – –
CVM
872
Cheviot Value Management
California
$643K -$565 -1 -0.1%
WCA
873
Westover Capital Advisors
Delaware
$643K -$675K -1,194 -48%
PP
874
PDS Planning
Ohio
$642K +$127K +224 +21%
WFA
875
WJ Financial Advisors
Connecticut
$642K +$735K +1,301 New
33 34
35
36 37