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Synopsys
SNPS

Name Holding Trade Value Shares
Change 		Change in
Stake
NERM
1001
New England Research & Management
Illinois
$346K +$364K +775 New
HBS
1002
Howard Bailey Securities
Indiana
$341K -$37.1K -79 -9%
GPWM
1003
Grant Private Wealth Management
California
$341K – – –
CSP
1004
Cary Street Partners
Virginia
$336K -$85.6K -182 -19%
NL
1005
NWAM LLC
Washington
$335K +$3.29K +7 +0.9%
TVPW
1006
Third View Private Wealth
Connecticut
$332K -$58.3K -124 -14%
PCG
1007
Prosperity Consulting Group
Maryland
$331K +$104K +221 +42%
CAG
1008
Csenge Advisory Group
Florida
$331K -$1.88K -4 -0.5%
WANY
1009
Wealthspire Advisors (New York)
New York
$330K +$347K +739 New
SB
1010
Sunflower Bank
Texas
$330K +$48.4K +103 +16%
GH
1011
GAM Holding
Switzerland
$329K -$219K -466 -39%
BFC
1012
Blue Fin Capital
Rhode Island
$327K +$345K +734 New
KAM
1013
Knightsbridge Asset Management
California
$327K +$345K +733 New
AFA
1014
Antonelli Financial Advisors
Michigan
$326K – – –
RFP
1015
Root Financial Partners
California
$322K +$287K +611 +555%
ARC
1016
Advisor Resource Council
Texas
$320K -$1.41K -3 -0.4%
AA
1017
Alta Advisers
United Kingdom
$320K – – –
NWM
1018
Northwest Wealth Management
Iowa
$320K +$337K +717 New
AUB
1019
Atlantic Union Bankshares
Virginia
$319K -$79K -168 -19%
CC
1020
Centiva Capital
New York
$319K +$337K +716 New
BTW
1021
Boston Trust Walden
Massachusetts
$319K -$13.2K -28 -4%
VCM
1022
Versant Capital Management
Arizona
$318K -$80.9K -172 -19%
RS
1023
R Squared
Hong Kong
$317K +$334K +711 New
CPCM
1024
Cardinal Point Capital Management
Ontario, Canada
$317K +$76.6K +163 +30%
AIC
1025
Archer Investment Corporation
Indiana
$317K +$334K +710 New
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