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Synopsys
SNPS

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
976
Synergy Financial Group
California
$283K +$1.4K +3 +0.5%
SAI
977
Savvy Advisors Inc
New York
$282K +$8.85K +19 +4%
DWM
978
Drive Wealth Management
Utah
$278K +$18.6K +40 +8%
YP
979
YANKCOM Partnership
South Dakota
$275K +$7.92K +17 +3%
WH
980
Willner & Heller
California
$275K +$250K +536 New
PGWM
981
Pitti Group Wealth Management
New York
$274K +$16.3K +35 +7%
HWA
982
HCR Wealth Advisors
California
$274K – – –
WF
983
Whelan Financial
California
$274K +$9.78K +21 +4%
GIA
984
Gateway Investment Advisers
Ohio
$272K -$4.19K -9 -2%
PL
985
Plancorp LLC
Missouri
$272K +$6.52K +14 +3%
WWM
986
Whalen Wealth Management
Nevada
$271K +$246K +529 New
AWA
987
AGH Wealth Advisors
Kansas
$270K +$246K +527 New
OLVIG
988
Oliver Lagore Vanvalin Investment Group
Michigan
$270K +$294K +630 New
QWP
989
Quotient Wealth Partners
Texas
$268K +$244K +523 New
PWMAG
990
Pinnacle Wealth Management Advisory Group
New Jersey
$268K +$25.2K +54 +12%
ACM
991
Allred Capital Management
Texas
$265K +$10.7K +23 +5%
SCP
992
Sivia Capital Partners
California
$260K -$49.4K -106 -17%
MYIA
993
Mount Yale Investment Advisors
Colorado
$260K +$236K +507 New
FIA
994
FNY Investment Advisers
New York
$259K -$154K -330 -39%
WANY
995
Wealthspire Advisors (New York)
New York
$258K -$30.3K -65 -11%
TWM
996
Trueblood Wealth Management
Ohio
$256K – – –
WWM
997
Western Wealth Management
Colorado
$256K -$5.13K -11 -2%
GAM
998
Gemmer Asset Management
California
$255K +$6.52K +14 +3%
MIM
999
Morningstar Investment Management
Illinois
$255K +$232K +497 New
BRWA
1000
B. Riley Wealth Advisors
Florida
$255K -$403K -864 -63%
38 39
40
41 42