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Synopsys
SNPS

Name Holding Trade Value Shares
Change 		Change in
Stake
IWS
1201
Intentional Wealth Strategies
Colorado
$34.1K +$38.9K +86 New
MWPCG
1202
Measured Wealth Private Client Group
New Hampshire
$33.7K – – –
GWM
1203
Geneos Wealth Management
Colorado
$32.9K +$22.6K +50 +152%
SIS
1204
Sound Income Strategies
Florida
$32.1K +$1.36K +3 +4%
NEWAS
1205
N.E.W. Advisory Services
Wisconsin
$31.7K – – –
CPG
1206
Cornerstone Planning Group
New Jersey
$31.2K +$1.36K +3 +5%
HBW
1207
Hazlett, Burt & Watson
West Virginia
$31K +$452 +1 +1%
EI
1208
EFG International
$30.9K -$600K -1,327 -94%
DPW
1209
DiNuzzo Private Wealth
Pennsylvania
$30.5K +$904 +2 +3%
OC
1210
Oakworth Capital
Alabama
$30.1K – – –
IWM
1211
IMG Wealth Management
Florida
$30.1K +$34.4K +76 New
JWM
1212
JPL Wealth Management
Colorado
$28.5K +$32.5K +72 New
PJC
1213
Phillip James Consulting
Minnesota
$28K – – –
SGFG
1214
Silver Grove Financial Group
New York
$27.4K +$31.2K +69 New
C
1215
Covestor
United Kingdom
$27K -$9.49K -21 -24%
CI
1216
Clal Insurance
Israel
$27K -$1.81K -4 -6%
KAS
1217
Kemnay Advisory Services
New York
$26.6K -$3.16K -7 -9%
BF
1218
BOK Financial
Oklahoma
$26.2K -$179K -397 -86%
AS
1219
Altshuler Shaham
Israel
$25.8K -$927K -2,050 -97%
SL
1220
Salomon & Ludwin
Virginia
$25.7K -$9.95K -22 -25%
W
1221
WealthCollab
Washington
$25.4K -$7.23K -16 -20%
DWS
1222
Dynamic Wealth Strategies
California
$25.4K – – –
PGAM
1223
Princeton Global Asset Management
New Jersey
$25.4K – – –
CTWM
1224
Cherry Tree Wealth Management
Minnesota
$24.4K – – –
RA
1225
Rational Advisors
New York
$23K – – –
47 48
49
50 51