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Synopsys

Name Holding Trade Value Shares
Change
Change in
Stake
NGA
1526
Naples Global Advisors
Florida
– -$213K -415 Closed
ARC
1527
Advisor Resource Council
Texas
– -$210K -410 Closed
WC
1528
Waterloo Capital
Texas
– -$207K -404 Closed
BCA
1529
Bay Colony Advisors
Massachusetts
– -$205K -400 Closed
TC
1530
TAGStone Capital
North Carolina
– -$248K -400 Closed
IFWM
1531
Institute for Wealth Management
Colorado
– -$205K -399 Closed
CWP
1532
Curated Wealth Partners
California
– -$202K -394 Closed
FCG
1533
Fielder Capital Group
Tennessee
– -$201K -392 Closed
OWA
1534
Opal Wealth Advisors
New York
– -$168K -327 Closed
RI
1535
Ridgewood Investments
New Jersey
– -$137K -267 Closed
RFG
1536
REAP Financial Group
Texas
– -$121K -237 Closed
JSAM
1537
J. Safra Asset Management
New York
– -$113K -221 Closed
PSFG
1538
Park Square Financial Group
Georgia
– -$89.2K -174 Closed
TPWA
1539
Twin Peaks Wealth Advisors
California
– -$107K -171 Closed
SOW
1540
State of Wyoming
Wyoming
– -$62.5K -122 Closed
AWM
1541
AllSquare Wealth Management
New York
– -$50.8K -99 Closed
NC
1542
NewSquare Capital
Pennsylvania
– -$44.6K -87 Closed
WA
1543
Whipplewood Advisors
Colorado
– -$42K -82 Closed
SO
1544
Sierra Ocean
California
– -$29.7K -58 Closed
BA
1545
Bellwether Advisors
Nebraska
– -$27.2K -53 Closed
EWP
1546
Elevation Wealth Partners
California
– -$27.2K -53 Closed
SAS
1547
Spurstone Advisory Services
Connecticut
– -$19K -37 Closed
DFA
1548
DHJJ Financial Advisors
Illinois
– -$18.5K -36 Closed
APW
1549
Acima Private Wealth
Virginia
– -$14.9K -29 Closed
DRP
1550
Decker Retirement Planning
Utah
– -$12.8K -25 Closed