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Synopsys
SNPS

Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
951
Bar Harbor Wealth Management
New Hampshire
$301K -$14.1K -25 -5%
PWMAG
952
Pinnacle Wealth Management Advisory Group
New Jersey
$301K +$10.2K +18 +4%
AWA
953
Aaron Wealth Advisors
Illinois
$301K +$78.6K +139 +38%
CAM
954
Clark Asset Management
New Hampshire
$300K – – –
IAN
955
Integrated Advisors Network
Texas
$299K -$15.3K -27 -5%
PVI
956
Pine Valley Investments
New Jersey
$299K +$284K +502 New
SHGA
957
Sand Hill Global Advisors
California
$299K -$1.7K -3 -0.6%
TCWM
958
Total Clarity Wealth Management
Illinois
$298K -$11.3K -20 -4%
AA
959
Alta Advisers
United Kingdom
$298K – – –
PIM
960
Penobscot Investment Management
Massachusetts
$298K – – –
TNA
961
True North Advisors
Texas
$298K – – –
SFG
962
Synergy Financial Group
California
$298K +$2.83K +5 +1%
SFFS
963
Stonehage Fleming Financial Services
Jersey
$298K +$283K +500 New
PCS
964
Personal CFO Solutions
New Jersey
$296K +$44.7K +79 +19%
VFA
965
Values First Advisors
Tennessee
$295K -$42.4K -75 -13%
RWP
966
Ridgecrest Wealth Partners
California
$295K – – –
RW
967
Regimen Wealth
Georgia
$294K +$10.2K +18 +4%
NHT
968
New Hampshire Trust
New Hampshire
$293K – – –
WPW
969
Waldron Private Wealth
Pennsylvania
$291K – – –
PL
970
Plancorp LLC
Missouri
$290K +$7.92K +14 +3%
AO
971
Advisor OS
Illinois
$290K +$6.22K +11 +2%
MIS
972
Morningstar Investment Services
Illinois
$288K +$70.7K +125 +35%
SWM
973
Spire Wealth Management
Virginia
$286K -$507K -896 -65%
AI
974
Atom Investors
Texas
$286K -$1.08M -1,905 -80%
PCM
975
Princeton Capital Management
New Jersey
$283K +$269K +476 New
37 38
39
40 41