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Synopsys

Name Holding Trade Value Shares
Change
Change in
Stake
WFI
876
West Family Investments
California
$565K +$293K +624 +97%
BPC
877
Banque Pictet & Cie
Switzerland
$561K +$592K +1,258 New
WCA
878
Westover Capital Advisors
Delaware
$556K -$470 -1 -0.1%
AFT
879
Alpha Family Trust
California
$555K – – –
DAS
880
Dynamic Advisor Solutions
Arizona
$552K +$77.6K +165 +15%
PWMAG
881
Pinnacle Wealth Management Advisory Group
New Jersey
$551K +$135K +288 +30%
SACTSONJ
882
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$548K -$13.6K -29 -2%
LFAS
883
Level Four Advisory Services
Texas
$546K -$47K -100 -8%
AFG
884
Atomi Financial Group
New York
$539K -$195K -414 -26%
KWM
885
Kingsview Wealth Management
Oregon
$536K +$48.4K +103 +9%
GFP
886
Gryphon Financial Partners
Ohio
$529K -$349K -742 -39%
PCM
887
Princeton Capital Management
New Jersey
$525K +$29.6K +63 +6%
LS
888
Livforsakringsbolaget Skandia
Sweden
$524K +$553K +1,175 New
TFIPS
889
Towarzystwo Funduszy Inwestycyjnych PZU SA
$515K +$11.8K +25 +2%
AFWM
890
Arta Finance Wealth Management
California
$515K +$225K +478 +71%
GI
891
GAMCO Investors
Connecticut
$513K +$304K +646 +128%
C
892
Certuity
Florida
$511K -$50.3K -107 -9%
Blackstone Inc
893
Blackstone Inc
New York
$511K +$538K +1,145 New
7WCP
894
71 West Capital Partners
Massachusetts
$510K +$196K +417 +57%
WFA
895
WJ Financial Advisors
Connecticut
$508K -$30.1K -64 -5%
MWM
896
Moran Wealth Management
Florida
$506K +$104K +222 +24%
CWM
897
Chesapeake Wealth Management
Virginia
$505K -$11.3K -24 -2%
WI
898
Wealth Intelligence
Georgia
$504K +$119K +253 +29%
FCH
899
Freestone Capital Holdings
Washington
$504K -$4.23K -9 -0.8%
CAS
900
CTC Alternative Strategies
Illinois
$500K +$527K +1,120 New