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Synopsys

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
1026
Choate Investment Advisors
Massachusetts
$212K +$34.3K +64 +18%
SF
1027
Symphony Financial
Texas
$212K -$537 -1 -0.2%
UAG
1028
United Advisor Group
Ohio
$211K +$223K +416 New
LI
1029
LRI Investments
Florida
$210K -$69.8K -130 -25%
ONB
1030
Old National Bancorp
Indiana
$210K -$182K -340 -45%
QPWM
1031
Quadrant Private Wealth Management
Pennsylvania
$209K -$7.51K -14 -3%
CIAS
1032
Capital Investment Advisory Services
North Carolina
$207K
CAM
1033
CenterStar Asset Management
Illinois
$207K +$219K +408 New
MAG
1034
MRA Advisory Group
New Jersey
$206K -$14.5K -27 -6%
SIA
1035
Soltis Investment Advisors
Utah
$205K -$31.1K -58 -13%
BWM
1036
Brophy Wealth Management
New Hampshire
$205K +$217K +405 New
OL
1037
OneFund LLC
Florida
$205K +$1.61K +3 +0.7%
NB
1038
Nicolet Bankshares
Wisconsin
$204K -$114K -212 -35%
FCG
1039
Fielder Capital Group
Tennessee
$204K -$4.29K -8 -2%
KIM
1040
Kestra Investment Management
Texas
$203K -$491K -915 -70%
AO
1041
Advisor OS
Illinois
$203K -$46.1K -86 -18%
FWCM
1042
Ferguson Wellman Capital Management
Oregon
$203K
GCM
1043
Goldstream Capital Management
Hong Kong
$203K -$5.06M -9,432 -96%
IFWM
1044
Institute for Wealth Management
Colorado
$202K +$214K +399 New
LFG
1045
Larson Financial Group
Missouri
$202K +$12.3K +23 +6%
NL
1046
NWAM LLC
Washington
$202K +$214K +398 New
WANY
1047
Wealthspire Advisors (New York)
New York
$201K +$213K +397 New
HBCM
1048
Heron Bay Capital Management
Michigan
$201K
SWM
1049
SeaCrest Wealth Management
New York
$200K -$21.5K -40 -9%
RCM
1050
Raleigh Capital Management
North Carolina
$189K -$17.2K -32 -8%