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Synopsys
SNPS

Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
1001
Crestwood Advisors Group
Massachusetts
$331K -$281K -633 -47%
KIA
1002
KCM Investment Advisors
California
$329K -$2.67K -6 -0.8%
SWM
1003
Salvus Wealth Management
New Jersey
$328K +$20K +45 +7%
BOSSRA
1004
B.O.S.S. Retirement Advisors
Utah
$326K -$416K -936 -57%
AU
1005
Algebris (UK)
United Kingdom
$325K – – –
CFP
1006
Catalyst Financial Partners
Massachusetts
$324K -$56.4K -127 -16%
MIA
1007
MeadowBrook Investment Advisors
Michigan
$323K – – –
SB
1008
Sunflower Bank
Texas
$321K -$77.3K -174 -20%
CAM
1009
Claret Asset Management
Quebec, Canada
$318K -$888 -2 -0.3%
BRWA
1010
B. Riley Wealth Advisors
Florida
$318K -$14.2K -32 -5%
JFGIW
1011
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$317K -$187K -422 -38%
GFPC
1012
Global Financial Private Client
Florida
$317K +$32.4K +73 +12%
EI
1013
Ellevest Inc
New York
$317K +$48.9K +110 +19%
EWA
1014
EverSource Wealth Advisors
Alabama
$316K -$85.7K -193 -22%
ONB
1015
Old National Bancorp
Indiana
$316K -$8.88K -20 -3%
WFI
1016
West Family Investments
California
$315K -$167K -376 -36%
CT
1017
Caldwell Trust
Florida
$314K – – –
JFG
1018
Jefferies Financial Group
New York
$314K +$297K +668 New
RFN
1019
Redwood Financial Network
Ohio
$312K – – –
RFA
1020
ROI Financial Advisors
Oregon
$311K +$25.8K +58 +10%
MPWT
1021
MassMutual Private Wealth & Trust
Connecticut
$311K -$219K -492 -43%
EA
1022
Everpar Advisors
Oklahoma
$309K -$100K -226 -26%
ARC
1023
Advisor Resource Council
Texas
$308K +$299K +672 New
FMLI
1024
Fukoku Mutual Life Insurance
Japan
$306K – – –
AWM
1025
Angeles Wealth Management
California
$306K +$26.2K +59 +10%
39 40
41
42 43