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Synopsys

Name Holding Trade Value Shares
Change
Change in
Stake
MSWM
1126
Mowery & Schoenfeld Wealth Management
Illinois
$48.2K
RA
1127
Rise Advisors
New York
$48.2K
MAM
1128
Meeder Asset Management
Ohio
$47K -$286K -506 -86%
TIM
1129
Tortoise Investment Management
New York
$47K
CA
1130
Crewe Advisors
Utah
$46.4K -$35.6K -63 -45%
IGWM
1131
ICA Group Wealth Management
Colorado
$45.2K -$119K -211 -74%
FCA
1132
FinTrust Capital Advisors
South Carolina
$44.6K +$4.52K +8 +12%
VCM
1133
Versant Capital Management
Arizona
$44K +$27.7K +49 +196%
CAS
1134
Coppell Advisory Solutions
Texas
$44K +$41.8K +74 New
CAC
1135
Core Alternative Capital
Georgia
$42.2K
EWP
1136
Elevation Wealth Partners
California
$41.7K
WPA
1137
West Paces Advisors
Georgia
$41.1K
HGA
1138
Hobbs Group Advisors
South Carolina
$40.5K +$38.5K +68 New
CTWM
1139
Cherry Tree Wealth Management
Minnesota
$40.2K -$2.83K -5 -7%
PPA
1140
Painted Porch Advisors
California
$39.9K +$37.9K +67 New
AF
1141
Advisornet Financial
Minnesota
$39.3K +$1.7K +3 +5%
LWA
1142
Lowe Wealth Advisors
Maryland
$38.7K
VAG
1143
VisionPoint Advisory Group
Texas
$38.7K +$16.4K +29 +81%
GKIM
1144
GW&K Investment Management
Massachusetts
$38K +$5.09K +9 +16%
AWM
1145
Activest Wealth Management
Florida
$36.6K
FFO
1146
Fortitude Family Office
Arizona
$35.7K +$13.6K +24 +67%
QPBE
1147
Quintet Private Bank (Europe)
Luxembourg
$34.6K +$28.3K +50 New
AAG
1148
Armstrong Advisory Group
Massachusetts
$32.1K +$30.5K +54 New
DMBA
1149
Deseret Mutual Benefit Administrators
Utah
$31.5K
S
1150
Sachetta
Massachusetts
$30.5K +$8.48K +15 +35%