We are live on ! Find out more
SNPS icon

Synopsys
SNPS

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMAG
951
Pinnacle Wealth Management Advisory Group
New Jersey
$301K +$10.2K +18 +4%
AWA
952
Aaron Wealth Advisors
Illinois
$301K +$78.6K +139 +38%
CAM
953
Clark Asset Management
New Hampshire
$300K – – –
IAN
954
Integrated Advisors Network
Texas
$299K -$15.3K -27 -5%
PVI
955
Pine Valley Investments
New Jersey
$299K +$284K +502 New
SHGA
956
Sand Hill Global Advisors
California
$299K -$1.7K -3 -0.6%
TCWM
957
Total Clarity Wealth Management
Illinois
$298K -$11.3K -20 -4%
AA
958
Alta Advisers
United Kingdom
$298K – – –
PIM
959
Penobscot Investment Management
Massachusetts
$298K – – –
TNA
960
True North Advisors
Texas
$298K – – –
SFG
961
Synergy Financial Group
California
$298K +$2.83K +5 +1%
SFFS
962
Stonehage Fleming Financial Services
Jersey
$298K +$283K +500 New
PCS
963
Personal CFO Solutions
New Jersey
$296K +$44.7K +79 +19%
VFA
964
Values First Advisors
Tennessee
$295K -$42.4K -75 -13%
RWP
965
Ridgecrest Wealth Partners
California
$295K – – –
RW
966
Regimen Wealth
Georgia
$294K +$10.2K +18 +4%
NHT
967
New Hampshire Trust
New Hampshire
$293K – – –
WPW
968
Waldron Private Wealth
Pennsylvania
$291K – – –
PL
969
Plancorp LLC
Missouri
$290K +$7.92K +14 +3%
AO
970
Advisor OS
Illinois
$290K +$6.22K +11 +2%
MIS
971
Morningstar Investment Services
Illinois
$288K +$70.7K +125 +35%
SWM
972
Spire Wealth Management
Virginia
$286K -$507K -896 -65%
AI
973
Atom Investors
Texas
$286K -$1.08M -1,905 -80%
PCM
974
Princeton Capital Management
New Jersey
$283K +$269K +476 New
AA
975
Advisory Alpha
Michigan
$283K +$63.3K +112 +31%
37 38
39
40 41