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Synopsys

Name Holding Trade Value Shares
Change
Change in
Stake
WC
1051
Waterloo Capital
Texas
$207K +$188K +404 New
SIA
1052
Soltis Investment Advisors
Utah
$207K +$188K +404 New
GCM
1053
Goldstream Capital Management
Hong Kong
$205K
BCA
1054
Bay Colony Advisors
Massachusetts
$205K +$186K +400 New
IFWM
1055
Institute for Wealth Management
Colorado
$205K +$186K +399 New
Verition Fund Management
1056
Verition Fund Management
Connecticut
$205K -$9.92M -21,286 -98%
WEG
1057
World Equity Group
Illinois
$204K -$311K -668 -63%
OL
1058
OneFund LLC
Florida
$204K +$185K +397 New
AO
1059
Advisor OS
Illinois
$203K +$184K +395 New
CWP
1060
Curated Wealth Partners
California
$202K +$184K +394 New
PFA
1061
Pure Financial Advisors
California
$201K +$183K +393 New
APW
1062
Aventura Private Wealth
Florida
$201K +$1.86K +4 +1%
FCG
1063
Fielder Capital Group
Tennessee
$201K +$183K +392 New
GSEP
1064
Golden State Equity Partners
California
$200K +$182K +391 New
PTC
1065
Private Trust Company
Ohio
$185K -$15.4K -33 -8%
LI
1066
LRI Investments
Florida
$182K +$11.2K +24 +7%
GA
1067
GoalVest Advisory
New York
$182K +$111K +238 +203%
MCM
1068
Manchester Capital Management
Vermont
$174K +$7.92K +17 +5%
RS
1069
Rakuten Securities
Japan
$168K -$32.1K -69 -17%
OWA
1070
Opal Wealth Advisors
New York
$168K +$15.8K +34 +12%
ST
1071
Smithfield Trust
Pennsylvania
$167K +$43.8K +94 +40%
CFO
1072
CVA Family Office
Colorado
$161K +$26.1K +56 +22%
HNB
1073
Hilltop National Bank
Wyoming
$161K +$146K +314 New
FMP
1074
Financial Management Professionals
Texas
$160K -$10.3K -22 -7%
CMBA
1075
C.M. Bidwell & Associates
Hawaii
$155K