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Synopsys
SNPS

Name Holding Trade Value Shares
Change 		Change in
Stake
TCBWMS
926
Texas Capital Bank Wealth Management Services
Texas
$328K +$3.76K +7 +1%
DWM
927
Diversify Wealth Management
Utah
$328K +$356K +664 New
LP
928
LMR Partners
United Kingdom
$326K -$6.6M -12,307 -95%
RFN
929
Redwood Financial Network
Ohio
$325K -$156K -290 -31%
OWA
930
Outlook Wealth Advisors
Texas
$325K +$31.1K +58 +10%
CTC
931
Central Trust Company
Missouri
$320K -$1.61K -3 -0.5%
FPFS
932
First Personal Financial Services
North Carolina
$319K +$268K +500 +385%
WFI
933
West Family Investments
California
$316K +$3.22K +6 +1%
PCS
934
Personal CFO Solutions
New Jersey
$315K +$67.1K +125 +25%
MFG
935
Merit Financial Group
Georgia
$315K -$321K -598 -49%
SIG
936
Stonegate Investment Group
Alabama
$310K +$56.3K +105 +21%
JCM
937
Jacobi Capital Management
Pennsylvania
$308K +$139K +259 +74%
IP
938
Ignite Planners
California
$308K -$537 -1 -0.2%
MPWT
939
MassMutual Private Wealth & Trust
Connecticut
$307K -$23.6K -44 -7%
IP
940
Investment Partners
Ohio
$307K +$326K +607 New
LAM
941
L2 Asset Management
Massachusetts
$307K +$8.59K +16 +3%
LCWP
942
Legacy Capital Wealth Partners
Arkansas
$304K -$41.3K -77 -11%
FHA
943
Flagship Harbor Advisors
Massachusetts
$304K -$8.05K -15 -2%
BIG
944
Brooklyn Investment Group
New York
$303K +$36K +67 +13%
BEI
945
Benjamin Edwards Inc
Missouri
$303K +$263K +491 +459%
TA
946
TFB Advisors
Kansas
$302K -$3.22K -6 -1%
CT
947
Colonial Trust
South Carolina
$298K +$79.4K +148 +34%
NHT
948
New Hampshire Trust
New Hampshire
$295K +$47.8K +89 +18%
GAM
949
Gemmer Asset Management
California
$293K +$311K +579 New
RAM
950
Readystate Asset Management
Illinois
$293K +$311K +579 New
36 37
38
39 40