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Synopsys

Name Holding Trade Value Shares
Change
Change in
Stake
IUHSA
1251
Itau Unibanco Holding S.A.
Brazil
$48.8K -$22K -39 -28%
AWM
1252
Activest Wealth Management
Florida
$47.7K +$18.7K +33 +52%
DPW
1253
DiNuzzo Private Wealth
Pennsylvania
$46.5K +$31.7K +56 +267%
FFA
1254
Frazier Financial Advisors
Ohio
$46.4K +$53.1K +94 New
PIM
1255
Plato Investment Management
Australia
$45.5K -$2.62M -4,633 -98%
SP
1256
Saranac Partners
$44.4K +$50.9K +90 New
TIM
1257
Tortoise Investment Management
New York
$42.9K +$1.7K +3 +4%
FNWA
1258
Financial Network Wealth Advisors
Utah
$42.9K +$43.5K +77 +770%
MWPCG
1259
Measured Wealth Private Client Group
New Hampshire
$41.9K +$48K +85 New
JWM
1260
JPL Wealth Management
Colorado
$41K +$46.9K +83 New
HBW
1261
Hazlett, Burt & Watson
West Virginia
$39K +$5.09K +9 +13%
CI
1262
Clal Insurance
Israel
$39K +$10.7K +19 +32%
HIA
1263
Harbor Investment Advisory
Maryland
$39K +$34.5K +61 +339%
W
1264
WealthCollab
Washington
$38.5K +$23.2K +41 +111%
FFO
1265
Fortitude Family Office
Arizona
$34.5K +$2.83K +5 +8%
PB
1266
Pinnacle Bancorp
Nebraska
$34K +$11.3K +20 +41%
NSIM
1267
North Star Investment Management
Illinois
$33.6K +$38.4K +68 New
PPA
1268
Painted Porch Advisors
California
$33.1K – – –
VCM
1269
Versant Capital Management
Arizona
$33.1K +$9.04K +16 +31%
IBOK
1270
Independence Bank of Kentucky
Kentucky
$32.6K +$6.22K +11 +20%
PGAM
1271
Princeton Global Asset Management
New Jersey
$31.6K – – –
1M
1272
1248 Management
Missouri
$31.1K -$1.35M -2,381 -97%
Loomis, Sayles & Company
1273
Loomis, Sayles & Company
Massachusetts
$31.1K – – –
KFP
1274
Kerr Financial Planning
California
$30.6K +$43.5K +77 New
RWM
1275
Raffa Wealth Management
District of Columbia
$30.6K +$2.83K +5 +9%