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Synopsys

Name Holding Trade Value Shares
Change
Change in
Stake
Level Four Advisory Services
876
Level Four Advisory Services
Texas
$386K +$62.2K +128 +17%
WMA
877
Wealth Management Associates
New Jersey
$385K -$239K -491 -35%
LWM
878
Lionshead Wealth Management
New York
$385K -$124K -256 -22%
Belpointe Asset Management
879
Belpointe Asset Management
Nevada
$383K -$1.66M -3,424 -79%
Obermeyer Wealth Partners
880
Obermeyer Wealth Partners
Colorado
$382K – – –
LG
881
Leuthold Group
Minnesota
$377K -$13.6K -28 -3%
EW
882
Evexia Wealth
Wisconsin
$377K +$20.9K +43 +5%
CI
883
Corient IA
Florida
$377K +$427K +879 New
MGO One Seven
884
MGO One Seven
Ohio
$376K -$403K -829 -49%
Boothbay Fund Management
885
Boothbay Fund Management
New York
$376K -$123K -254 -22%
SG
886
StoneX Group
New York
$372K +$44.2K +91 +12%
Arkadios Wealth Advisors
887
Arkadios Wealth Advisors
Georgia
$369K -$1.94K -4 -0.5%
BWP
888
BSW Wealth Partners
Colorado
$368K -$2.92K -6 -0.7%
C
889
Certuity
Florida
$368K -$127K -262 -24%
ATC
890
Argent Trust Co
Tennessee
$367K +$11.2K +23 +3%
TIA
891
Tiemann Investment Advisors
California
$367K -$12.1K -25 -3%
BST
892
Bath Savings Trust
Maine
$366K +$414K +853 New
SFG
893
SevenBridge Financial Group
Pennsylvania
$364K -$36.4K -75 -9%
Advisors Capital Management
894
Advisors Capital Management
New Jersey
$362K +$1.46K +3 +0.4%
GIM
895
Generali Investments Management
Slovenia
$361K -$481K -990 -54%
HBK Sorce Advisory
896
HBK Sorce Advisory
Pennsylvania
$361K +$486 +1 +0.1%
OWA
897
Outlook Wealth Advisors
Texas
$361K +$4.86K +10 +1%
Arax Advisory Partners
898
Arax Advisory Partners
Colorado
$360K +$36.9K +76 +10%
FIA
899
FNY Investment Advisers
New York
$358K +$265K +546 +188%
RFA
900
Resurgent Financial Advisors
Georgia
$357K +$10.7K +22 +3%