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Synopsys

Name Holding Trade Value Shares
Change
Change in
Stake
PGWM
1026
Pitti Group Wealth Management
New York
$214K +$24.3K +50 +11%
SFFS
1027
Stonehage Fleming Financial Services
Jersey
$214K
TWM
1028
Trueblood Wealth Management
Ohio
$214K
VCM
1029
Virtue Capital Management
Tennessee
$214K +$242K +498 New
JF
1030
Jump Financial
Illinois
$213K -$212K -436 -47%
PA
1031
Pinnacle Associates
New York
$213K -$10.2K -21 -4%
CFP
1032
Catalyst Financial Partners
Massachusetts
$212K +$13.6K +28 +6%
LAS
1033
LWM Advisory Services
Florida
$211K
ACM
1034
Allred Capital Management
Texas
$211K +$21.4K +44 +10%
AU
1035
Algebris (UK)
United Kingdom
$211K -$360K -741 -58%
LJAC
1036
L.J. Altfest & Co
New York
$211K -$619K -1,274 -72%
HPC
1037
Hobart Private Capital
North Carolina
$210K +$238K +489 New
BWA
1038
Bordeaux Wealth Advisors
California
$209K +$24.8K +51 +12%
GAM
1039
Gemmer Asset Management
California
$208K -$38.4K -79 -14%
VIS
1040
Vega Investment Solutions
France
$206K +$233K +480 New
SFCL
1041
Strengthening Families & Communities LLC
Massachusetts
$205K +$73.4K +151 +78%
RW
1042
Regimen Wealth
Georgia
$204K
KFA
1043
Krane Funds Advisors
New York
$204K +$231K +476 New
TPI
1044
Trust Point Inc
Wisconsin
$203K -$39.8K -82 -15%
MW
1045
MBL Wealth
North Carolina
$203K +$230K +473 New
IIC
1046
Ironwood Investment Counsel
Arizona
$202K +$11.7K +24 +5%
PWMAG
1047
Pinnacle Wealth Management Advisory Group
New Jersey
$201K -$9.23K -19 -4%
GGI
1048
Godsey & Gibb Inc
Virginia
$196K
DF
1049
Dunhill Financial
United Kingdom
$195K -$3.89K -8 -2%
NB
1050
NBT Bank
New York
$195K +$82.6K +170 +60%