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Synopsys

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1176
Atticus Wealth Management
Florida
$206K +$102K +181 +76%
CCMG
1177
Clark Capital Management Group
Pennsylvania
$206K +$236K +418 New
KIM
1178
Kestra Investment Management
Texas
$206K +$236K +418 New
OFS
1179
OneAscent Financial Services
Alabama
$206K +$236K +418 New
EA
1180
Enclave Advisors
Texas
$206K +$236K +417 New
SA
1181
Strategic Advocates
Utah
$205K -$16.4K -29 -7%
PFM
1182
Potomac Fund Management
Florida
$205K +$235K +415 New
PFA
1183
Pure Financial Advisors
California
$204K +$11.9K +21 +5%
VFA
1184
Voya Financial Advisors
Connecticut
$203K -$47.5K -84 -17%
SIA
1185
Soltis Investment Advisors
Utah
$202K +$3.39K +6 +1%
RPWA
1186
Regent Peak Wealth Advisors
Georgia
$202K +$231K +409 New
GSEP
1187
Golden State Equity Partners
California
$201K +$9.04K +16 +4%
SG
1188
Sienna Gestion
France
$199K -$4.63M -8,198 -95%
GCM
1189
Goldstream Capital Management
Hong Kong
$197K
APW
1190
Aventura Private Wealth
Florida
$193K
LI
1191
LRI Investments
Florida
$183K +$8.48K +15 +4%
GA
1192
GoalVest Advisory
New York
$175K
BCM
1193
Berbice Capital Management
New York
$173K +$107K +190 +119%
HI
1194
Harbour Investments
Wisconsin
$171K +$48.6K +86 +33%
PWS
1195
Peterson Wealth Services
Utah
$168K +$19.8K +35 +1,750%
CFO
1196
CVA Family Office
Colorado
$163K +$9.04K +16 +5%
OIAM
1197
OFI Invest Asset Management
France
$160K +$79.1K +140 +58%
FMP
1198
Financial Management Professionals
Texas
$154K
BCM
1199
Blume Capital Management
California
$150K +$14.1K +25 +9%
CFFP
1200
Center for Financial Planning
Michigan
$141K +$45.2K +80 +39%