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Synopsys

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1526
Salvus Wealth Management
New Jersey
– -$296K -746 Closed
MC
1527
Matters Capital
Florida
– -$283K -713 Closed
PFGIA
1528
Patriot Financial Group Insurance Agency
Massachusetts
– -$282K -712 Closed
WP
1529
WealthPLAN Partners
Nebraska
– -$282K -712 Closed
PFM
1530
Patton Fund Management
Texas
– -$281K -709 Closed
AWAU
1531
Alliance Wealth Advisors (Utah)
Utah
– -$267K -674 Closed
MFS
1532
Mirabella Financial Services
United Kingdom
– -$255K -643 Closed
AWM
1533
Athena Wealth Management
Nevada
– -$241K -609 Closed
BAM
1534
Burkett Asset Management
– -$240K -605 Closed
FCBT
1535
First Citizens Bank & Trust
North Carolina
– -$232K -586 Closed
PTP
1536
Platform Technology Partners
New York
– -$230K -581 Closed
SWM
1537
Seed Wealth Management
Illinois
– -$226K -570 Closed
OA
1538
Oasis Advisors
Iowa
– -$222K -559 Closed
SWM
1539
Sendero Wealth Management
Texas
– -$216K -545 Closed
TAM
1540
Tocqueville Asset Management
New York
– -$214K -540 Closed
PFM
1541
Potomac Fund Management
Florida
– -$213K -536 Closed
OPWM
1542
Oxinas Partners Wealth Management
Indiana
– -$204K -515 Closed
HBT
1543
Hills Bank & Trust
Iowa
– -$204K -514 Closed
EW
1544
Evoke Wealth
California
– -$203K -511 Closed
GAA
1545
Global Assets Advisory
Florida
– -$180K -455 Closed
PWP
1546
Phillips Wealth Planners
Mississippi
– -$215K -416 Closed
MIFH
1547
Migdal Insurance & Financial Holdings
Israel
– -$162K -409 Closed
CA
1548
Cache Advisors
California
– -$153K -386 Closed
OWA
1549
Opal Wealth Advisors
New York
– -$132K -333 Closed
TGY2IT
1550
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
– -$107K -271 Closed