SNPS icon

Synopsys
SNPS

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1076
Seed Wealth Management
Illinois
$226K – – –
AWA
1077
AGH Wealth Advisors
Kansas
$226K +$10.8K +24 +4%
UB
1078
UMB Bank
Missouri
$224K -$89.5K -198 -26%
EL
1079
EWA LLC
Pennsylvania
$223K +$39.8K +88 +19%
RA
1080
Range Advisory
Virginia
$222K +$254K +561 New
OA
1081
Oasis Advisors
Iowa
$222K +$253K +559 New
TNA
1082
True North Advisors
Texas
$221K +$22.6K +50 +10%
HWA
1083
HCR Wealth Advisors
California
$220K +$452 +1 +0.2%
PSP
1084
Principal Street Partners
Tennessee
$220K -$5.88K -13 -2%
IIL
1085
Income Insurance Ltd
$219K – – –
TBT
1086
Texas Bank & Trust
Texas
$218K +$45.2K +100 +22%
CH
1087
Cromwell Holdings
Wyoming
$218K -$14.9K -33 -6%
CPCM
1088
Cardinal Point Capital Management
Ontario, Canada
$217K -$886K -1,960 -78%
SG
1089
StoneX Group
New York
$216K -$385K -852 -61%
SWM
1090
Sendero Wealth Management
Texas
$216K +$1.36K +3 +0.6%
PWP
1091
Phillips Wealth Planners
Mississippi
$215K +$188K +416 New
TAM
1092
Tocqueville Asset Management
New York
$214K – – –
PFM
1093
Potomac Fund Management
Florida
$213K -$1.81K -4 -0.7%
TSS
1094
Thomas Story & Son
Indiana
$212K +$242K +535 New
NAM
1095
NorthCrest Asset Manangement
Minnesota
$212K -$88.6K -196 -27%
SAI
1096
Savvy Advisors Inc
New York
$211K +$241K +533 New
CCA
1097
Catalyst Capital Advisors
New York
$211K -$84.5K -187 -26%
MAWA
1098
Moss Adams Wealth Advisors
Washington
$210K -$4.07K -9 -2%
CTC
1099
Central Trust Company
Missouri
$208K -$27.1K -60 -10%
CWG
1100
Cornerstone Wealth Group
North Carolina
$208K +$201K +444 New
42 43
44
45 46