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Synopsys
SNPS

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
926
Empirical Wealth Management
Washington
$355K -$1.57K -3 -0.4%
AFA
927
Antonelli Financial Advisors
Michigan
$355K +$382K +731 New
FMLI
928
Fukoku Mutual Life Insurance
Japan
$353K – – –
SP
929
Stonebrook Private
Michigan
$353K +$380K +727 New
DCM
930
Donaldson Capital Management
Indiana
$349K – – –
SWM
931
Spire Wealth Management
Virginia
$348K -$622K -1,190 -62%
WEG
932
World Equity Group
Illinois
$347K +$373K +714 New
SB
933
Strategic Blueprint
Georgia
$339K +$6.27K +12 +2%
AA
934
Advisory Alpha
Michigan
$335K +$13.1K +25 +4%
BC
935
Bowman & Company
Wisconsin
$334K +$360K +688 New
IWC
936
Integrated Wealth Concepts
Massachusetts
$331K +$6.27K +12 +2%
NIMI
937
Natixis Investment Managers International
France
$327K – – –
CT
938
Caldwell Trust
Florida
$325K – – –
PIA
939
Pinion Investment Advisors
Kansas
$323K – – –
GRP
940
Global Retirement Partners
California
$323K -$15.2K -29 -4%
KIA
941
KCM Investment Advisors
California
$323K -$19.9K -38 -5%
MLA
942
My Legacy Advisors
Oregon
$322K -$7.84K -15 -2%
PWPS
943
Pinnacle Wealth Planning Services
Ohio
$321K -$107K -205 -24%
NAS
944
Nicolet Advisory Services
Wisconsin
$321K +$88.3K +169 +35%
EWM
945
Evercore Wealth Management
New York
$320K – – –
MGP
946
M&G plc
United Kingdom
$319K -$1.34M -2,556 -80%
KNW
947
Kesler Norman & Wride
Utah
$315K +$340K +650 New
MIFH
948
Migdal Insurance & Financial Holdings
Israel
$315K -$27.7K -53 -8%
FHA
949
Flagship Harbor Advisors
Massachusetts
$315K +$25.1K +48 +8%
AWA
950
Aaron Wealth Advisors
Illinois
$314K +$73.7K +141 +28%
36 37
38
39 40