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Synopsys

Name Holding Trade Value Shares
Change
Change in
Stake
PWAM
1101
Private Wealth Asset Management
Iowa
$86.6K -$2.33K -5 -3%
WTC
1102
WhitTier Trust Company
Nevada
$86.6K +$3.26K +7 +4%
SFCL
1103
Strengthening Families & Communities LLC
Massachusetts
$82.8K -$70.4K -151 -44%
BCM
1104
Berbice Capital Management
New York
$82K -$32.6K -70 -30%
CAL
1105
Capital Advisors Ltd
Ohio
$81K +$9.32K +20 +14%
RIL
1106
Rothschild Investment LLC
Illinois
$78.4K +$9.78K +21 +16%
BCWM
1107
Bartlett & Co Wealth Management
Ohio
$76.9K -$466 -1 -0.7%
MCM
1108
MV Capital Management
Maryland
$74.9K +$1.86K +4 +3%
GKIM
1109
GW&K Investment Management
Massachusetts
$71K +$33.1K +71 +104%
SC
1110
SouthState Corp
Florida
$70.8K +$6.99K +15 +12%
IUHSA
1111
Itau Unibanco Holding S.A.
Brazil
$70.8K -$6.99K -15 -10%
FC
1112
Fairscale Capital
New Hampshire
$70.3K +$12.6K +27 +32%
MA
1113
MCF Advisors
Kentucky
$69.7K +$8.85K +19 +16%
ARMT
1114
Amica Retiree Medical Trust
Rhode Island
$66K +$60.1K +129 New
CIR
1115
Clear Investment Research
Georgia
$64.1K
DWS
1116
Dynamic Wealth Strategies
California
$62.5K -$9.32K -20 -14%
SOW
1117
State of Wyoming
Wyoming
$62.5K +$56.8K +122 New
CA
1118
CoreCap Advisors
Michigan
$61K -$3.73K -8 -6%
CFD
1119
Creative Financial Designs
Indiana
$60.5K -$8.85K -19 -14%
QWM
1120
Quaker Wealth Management
New Jersey
$59.5K +$54K +116 New
AT
1121
Arlington Trust
Alabama
$59K
KFP
1122
Keener Financial Planning
Texas
$55K
NFSG
1123
Newbridge Financial Services Group
Florida
$53.8K
PP
1124
Pingora Partners
Wyoming
$53.8K
MSWM
1125
Mowery & Schoenfeld Wealth Management
Illinois
$53.3K -$5.59K -12 -10%