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Synopsys

Name Holding Trade Value Shares
Change
Change in
Stake
CPG
951
Cornerstone Planning Group
New Jersey
$16.5K +$15.3K +38 New
AWM
952
Abound Wealth Management
Tennessee
$15.2K +$6.85K +17 +94%
GBT
953
Grove Bank & Trust
Florida
$14.4K -$4.03K -10 -23%
CFD
954
Creative Financial Designs
Indiana
$14.4K +$4.03K +10 +43%
TFGT
955
TS Financial Group (TSFG)
Illinois
$14K -$7.25K -18 -36%
VCM
956
Versant Capital Management
Arizona
$13.5K +$1.61K +4 +15%
JWA
957
JFS Wealth Advisors
Pennsylvania
$13.1K -$403 -1 -3%
APW
958
Acima Private Wealth
Virginia
$12.6K
PMFA
959
Plante Moran Financial Advisors
Michigan
$11.8K +$10.9K +27 New
AWM
960
Atticus Wealth Management
Florida
$10.9K +$10.1K +25 New
IBOK
961
Independence Bank of Kentucky
Kentucky
$10.4K +$9.67K +24 New
RTL
962
Red Tortoise LLC
Georgia
$10K
WP
963
WealthPLAN Partners
Nebraska
$9.14K
MAM
964
Marquette Asset Management
Minnesota
$9.14K +$8.46K +21 New
ATC
965
Adirondack Trust Company
New York
$9.04K
CLOS
966
Compagnie Lombard Odier SCmA
Switzerland
$8.71K
RWM
967
Raffa Wealth Management
District of Columbia
$7.84K
KFI
968
Key Financial Inc
Pennsylvania
$7.84K +$7.25K +18 New
NSG
969
Nalls Sherbakoff Group
Tennessee
$7.74K
JFG
970
JDM Financial Group
Texas
$7.4K
GI
971
Gradient Investments
Minnesota
$7.4K +$806 +2 +13%
DIP
972
DT Investment Partners
Pennsylvania
$7.26K
HFM
973
Hartford Financial Management
Connecticut
$6.53K
HWM
974
HighMark Wealth Management
Minnesota
$6.53K
CAS
975
Coppell Advisory Solutions
Texas
$6.42K +$6.04K +15 New