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Synopsys

Name Holding Trade Value Shares
Change
Change in
Stake
TPCW
1151
TD Private Client Wealth
New York
$224K -$581K -1,027 -69%
WWM
1152
Western Wealth Management
Colorado
$224K -$24.9K -44 -9%
DF
1153
Dunhill Financial
United Kingdom
$223K +$1.7K +3 +0.7%
JIC
1154
Johnson Investment Counsel
Ohio
$222K +$255K +451 New
SW
1155
SVB Wealth
Massachusetts
$222K +$254K +450 New
RCA
1156
Resonant Capital Advisors
Wisconsin
$222K -$14.1K -25 -5%
GM
1157
GeoWealth Management
Illinois
$221K -$271K -479 -52%
FCM
1158
Fourpath Capital Management
Oklahoma
$221K -$5.09K -9 -2%
PPC
1159
Park Place Capital
Alabama
$221K -$93.8K -166 -27%
SMA
1160
Seven Mile Advisory
New Jersey
$220K +$253K +447 New
CSPIA
1161
Cary Street Partners Investment Advisory
Virginia
$219K -$1.13K -2 -0.4%
RMCM
1162
Reynders McVeigh Capital Management
Massachusetts
$219K +$250K +443 New
PFM
1163
Patton Fund Management
Texas
$218K -$29.4K -52 -11%
DWM
1164
Dynasty Wealth Management
Florida
$217K +$248K +439 New
SMH
1165
Sanders Morris Harris
Texas
$216K +$247K +437 New
RCM
1166
Requisite Capital Management
Texas
$215K +$246K +436 New
EFS
1167
Essex Financial Services
Connecticut
$214K +$245K +434 New
MA
1168
MONECO Advisors
Connecticut
$213K +$244K +432 New
WANY
1169
Wealthspire Advisors (New York)
New York
$212K -$40.7K -72 -14%
SWA
1170
Sax Wealth Advisors
New Jersey
$211K +$242K +428 New
GPWM
1171
Grant Private Wealth Management
California
$210K +$241K +426 New
FF
1172
Foronjy Financial
California
$209K -$5.09K -9 -2%
TPF
1173
Tribridge Partners Financial
Maryland
$208K +$249K +441 New
BCWM
1174
Bartlett & Co Wealth Management
Ohio
$208K +$153K +271 +181%
CCI
1175
Credit Capital Investments
New Jersey
$207K +$237K +420 New