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Synopsys

Name Holding Trade Value Shares
Change
Change in
Stake
GJIA
1101
Glass Jacobson Investment Advisors
Maryland
$89.7K – – –
PSFG
1102
Park Square Financial Group
Georgia
$89.2K +$62.4K +134 +335%
PWAM
1103
Private Wealth Asset Management
Iowa
$86.6K -$2.33K -5 -3%
WTC
1104
WhitTier Trust Company
Nevada
$86.6K +$3.26K +7 +4%
SFCL
1105
Strengthening Families & Communities LLC
Massachusetts
$82.8K -$70.4K -151 -44%
BCM
1106
Berbice Capital Management
New York
$82K -$32.6K -70 -30%
CAL
1107
Capital Advisors Ltd
Ohio
$81K +$9.32K +20 +14%
RIL
1108
Rothschild Investment LLC
Illinois
$78.4K +$9.78K +21 +16%
BCWM
1109
Bartlett & Co Wealth Management
Ohio
$76.9K -$466 -1 -0.7%
MCM
1110
MV Capital Management
Maryland
$74.9K +$1.86K +4 +3%
GKIM
1111
GW&K Investment Management
Massachusetts
$71K +$33.1K +71 +104%
SC
1112
SouthState Corp
Florida
$70.8K +$6.99K +15 +12%
IUHSA
1113
Itau Unibanco Holding S.A.
Brazil
$70.8K -$6.99K -15 -10%
FC
1114
Fairscale Capital
New Hampshire
$70.3K +$12.6K +27 +32%
MA
1115
MCF Advisors
Kentucky
$69.7K +$8.85K +19 +16%
ARMT
1116
Amica Retiree Medical Trust
Rhode Island
$66K +$60.1K +129 New
CIR
1117
Clear Investment Research
Georgia
$64.1K – – –
DWS
1118
Dynamic Wealth Strategies
California
$62.5K -$9.32K -20 -14%
SOW
1119
State of Wyoming
Wyoming
$62.5K +$56.8K +122 New
CA
1120
CoreCap Advisors
Michigan
$61K -$3.73K -8 -6%
CFD
1121
Creative Financial Designs
Indiana
$60.5K -$8.85K -19 -14%
QWM
1122
Quaker Wealth Management
New Jersey
$59.5K +$54K +116 New
AT
1123
Arlington Trust
Alabama
$59K – – –
KFP
1124
Keener Financial Planning
Texas
$55K – – –
NFSG
1125
Newbridge Financial Services Group
Florida
$53.8K – – –