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Synopsys

Name Holding Trade Value Shares
Change
Change in
Stake
WFI
926
West Family Investments
California
$516K +$116K +206 +25%
BMCM
927
Bryn Mawr Capital Management
Pennsylvania
$512K +$586K +1,037 New
SFS
928
Sowell Financial Services
Arkansas
$511K +$24.3K +43 +4%
FAFN
929
First Affirmative Financial Network
Colorado
$507K +$136K +240 +30%
NS
930
NBC Securities
Alabama
$507K -$837K -1,480 -59%
C
931
Certuity
Florida
$506K +$74.1K +131 +15%
MCA
932
Magnolia Capital Advisors
Mississippi
$505K +$3.96K +7 +0.7%
SMA
933
Sage Mountain Advisors
Georgia
$505K +$579K +1,024 New
IAS
934
Insigneo Advisory Services
Florida
$500K +$573K +1,013 New
PCM
935
Prelude Capital Management
New York
$498K +$570K +1,009 New
BFM
936
Boothbay Fund Management
New York
$493K +$565K +1,000 New
SWM
937
Spire Wealth Management
Virginia
$490K +$140K +248 +33%
M
938
Mirova
France
$487K +$559K +988 New
GHAM
939
Gilman Hill Asset Management
Connecticut
$487K +$8.48K +15 +2%
TPI
940
Trust Point Inc
Wisconsin
$485K +$277K +490 +99%
Blackstone Inc
941
Blackstone Inc
New York
$482K +$552K +976 New
BC
942
Bowman & Company
Wisconsin
$481K +$96.1K +170 +21%
PGFC
943
Peapack-Gladstone Financial Corp
New Jersey
$476K +$545K +964 New
BAM
944
Belpointe Asset Management
Nevada
$475K +$35K +62 +7%
TFS
945
Thoroughbred Financial Services
Tennessee
$475K -$52.6K -93 -9%
KP
946
Keel Point
Alabama
$473K +$222K +392 +69%
FAM
947
Formidable Asset Management
Ohio
$472K -$170K -300 -24%
CLOS
948
Compagnie Lombard Odier SCmA
Switzerland
$471K -$539K -954 -50%
FMB
949
Field & Main Bank
Kentucky
$471K -$47.5K -84 -8%
OPWM
950
Oxinas Partners Wealth Management
Indiana
$463K -$149K -263 -22%