SNPS icon

Synopsys
SNPS

Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
926
Jacobi Capital Management
Pennsylvania
$330K +$99.1K +180 +45%
VFA
927
Values First Advisors
Tennessee
$326K -$112K -203 -26%
EWA
928
EverSource Wealth Advisors
Alabama
$324K +$52.3K +95 +18%
NG
929
Norden Group
Utah
$324K +$61.1K +111 +24%
C
930
Certuity
Florida
$324K +$98K +178 +46%
OWM
931
OneAscent Wealth Management
Alabama
$322K -$136K -248 -31%
GIA
932
Gateway Investment Advisers
Ohio
$322K -$8.81K -16 -3%
PFS
933
Physicians Financial Services
North Carolina
$320K – – –
VFA
934
Valeo Financial Advisors
Indiana
$319K -$16K -29 -5%
NP
935
Nilsine Partners
Colorado
$318K +$25.3K +46 +9%
DA
936
Dash Acquisitions
California
$317K – – –
VCG
937
Vantage Consulting Group
Virginia
$316K -$16K -29 -5%
BSW
938
Buckingham Strategic Wealth
Missouri
$316K +$29.7K +54 +11%
CF
939
Centaurus Financial
California
$314K +$51.2K +93 +20%
MPWT
940
MassMutual Private Wealth & Trust
Connecticut
$312K +$6.05K +11 +2%
SCP
941
Sivia Capital Partners
California
$311K +$12.7K +23 +4%
OPWM
942
Oxinas Partners Wealth Management
Indiana
$309K -$116K -210 -28%
IDA
943
Intelligence Driven Advisers
California
$308K +$12.7K +23 +4%
BIG
944
Brooklyn Investment Group
New York
$307K -$41.8K -76 -13%
HWA
945
HCR Wealth Advisors
California
$305K – – –
BHWM
946
Bar Harbor Wealth Management
New Hampshire
$303K -$9.36K -17 -3%
IAN
947
Integrated Advisors Network
Texas
$303K +$16.5K +30 +6%
PA
948
Pinnacle Associates
New York
$302K +$3.85K +7 +1%
TCWM
949
Total Clarity Wealth Management
Illinois
$298K +$51.7K +94 +22%
LAM
950
L2 Asset Management
Massachusetts
$297K +$13.8K +25 +5%
36 37
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