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Synopsys
SNPS

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1001
Modern Wealth Management
Kansas
$295K +$2.26K +5 +0.7%
BTW
1002
Boston Trust Walden
Massachusetts
$295K – – –
AWM
1003
Angeles Wealth Management
California
$294K +$40.7K +90 +14%
DCM
1004
DGS Capital Management
New Jersey
$293K -$4.97K -11 -1%
AC
1005
Apella Capital
Connecticut
$292K +$35.3K +78 +14%
AFA
1006
Antonelli Financial Advisors
Michigan
$290K – – –
OP
1007
Oslo Pensjonsforsikring
$289K +$330K +730 New
ARC
1008
Advisor Resource Council
Texas
$288K +$24.9K +55 +8%
7WCP
1009
71 West Capital Partners
Massachusetts
$288K +$3.16K +7 +1%
EI
1010
Ellevest Inc
New York
$287K +$22.6K +50 +7%
IPW
1011
Impact Partnership Wealth
Georgia
$285K +$44.8K +99 +16%
AA
1012
Alta Advisers
United Kingdom
$284K – – –
MC
1013
Matters Capital
Florida
$283K +$322K +713 New
WP
1014
WealthPLAN Partners
Nebraska
$282K -$257K -569 -44%
PFGIA
1015
Patriot Financial Group Insurance Agency
Massachusetts
$282K +$322K +712 New
PFM
1016
Patton Fund Management
Texas
$281K +$321K +709 New
LJAC
1017
L.J. Altfest & Co
New York
$281K +$51.5K +114 +19%
DWM
1018
Drive Wealth Management
Utah
$279K +$73.2K +162 +30%
KIA
1019
KCM Investment Advisors
California
$278K – – –
MIA
1020
MeadowBrook Investment Advisors
Michigan
$275K +$3.16K +7 +1%
MCC
1021
Malaga Cove Capital
California
$274K -$6.78K -15 -2%
RG
1022
Renaissance Group
Kentucky
$273K +$29.4K +65 +10%
ACP
1023
Argyle Capital Partners
California
$272K -$70.5K -156 -19%
CAM
1024
Claret Asset Management
Quebec, Canada
$270K +$1.81K +4 +0.6%
IFU
1025
iSAM Funds (UK)
United Kingdom
$268K +$306K +677 New
39 40
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