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Synopsys

Name Holding Trade Value Shares
Change
Change in
Stake
WCA
876
Westover Capital Advisors
Delaware
$556K -$470 -1 -0.1%
AFT
877
Alpha Family Trust
California
$555K
DAS
878
Dynamic Advisor Solutions
Arizona
$552K +$77.6K +165 +15%
PWMAG
879
Pinnacle Wealth Management Advisory Group
New Jersey
$551K +$135K +288 +30%
SACTSONJ
880
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$548K -$13.6K -29 -2%
LFAS
881
Level Four Advisory Services
Texas
$546K -$47K -100 -8%
AFG
882
Atomi Financial Group
New York
$539K -$195K -414 -26%
KWM
883
Kingsview Wealth Management
Oregon
$536K +$48.4K +103 +9%
GFP
884
Gryphon Financial Partners
Ohio
$529K -$349K -742 -39%
PCM
885
Princeton Capital Management
New Jersey
$525K +$29.6K +63 +6%
LS
886
Livforsakringsbolaget Skandia
Sweden
$524K +$553K +1,175 New
TFIPS
887
Towarzystwo Funduszy Inwestycyjnych PZU SA
$515K +$11.8K +25 +2%
AFWM
888
Arta Finance Wealth Management
California
$515K +$225K +478 +71%
GI
889
GAMCO Investors
Connecticut
$513K +$304K +646 +128%
C
890
Certuity
Florida
$511K -$50.3K -107 -9%
Blackstone Inc
891
Blackstone Inc
New York
$511K +$538K +1,145 New
7WCP
892
71 West Capital Partners
Massachusetts
$510K +$196K +417 +57%
WFA
893
WJ Financial Advisors
Connecticut
$508K -$30.1K -64 -5%
MWM
894
Moran Wealth Management
Florida
$506K +$104K +222 +24%
CWM
895
Chesapeake Wealth Management
Virginia
$505K -$11.3K -24 -2%
WI
896
Wealth Intelligence
Georgia
$504K +$119K +253 +29%
FCH
897
Freestone Capital Holdings
Washington
$504K -$4.23K -9 -0.8%
CAS
898
CTC Alternative Strategies
Illinois
$500K +$527K +1,120 New
DA
899
Drake & Associates
Wisconsin
$496K +$523K +1,113 New
SIA
900
Soltis Investment Advisors
Utah
$492K +$519K +1,104 New