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Synchrony

Name Holding Trade Value Shares
Change
Change in
Stake
OWA
451
One Wealth Advisors
California
$606K +$127K +3,305 +28%
IC
452
Intersect Capital
California
$603K +$15.1K +391 +3%
QPWM
453
Quadrant Private Wealth Management
Pennsylvania
$598K -$27K -700 -5%
DT
454
Diversified Trust
Tennessee
$592K +$98.9K +2,565 +21%
MIC
455
Meridian Investment Counsel
California
$574K – – –
FMII
456
Farmers & Merchants Investments Inc
Nebraska
$570K – – –
CAG
457
Csenge Advisory Group
Florida
$556K +$501K +12,987 New
BCV
458
Banque Cantonale Vaudoise
Switzerland
$551K -$138K -3,581 -21%
O
459
Ossiam
France
$550K +$171K +4,429 +49%
MF
460
Magnetar Financial
Illinois
$542K +$71.4K +1,852 +16%
AG
461
AlphaSimPlex Group
Massachusetts
$526K – – –
Vanguard Personalized Indexing Management
462
Vanguard Personalized Indexing Management
California
$526K +$138K +3,592 +38%
WA
463
WESPAC Advisors
California
$523K -$105K -2,714 -17%
Creative Planning
464
Creative Planning
Kansas
$517K -$1.7K -44 -0.3%
OWM
465
OneAscent Wealth Management
Alabama
$510K -$20.6K -535 -4%
SP
466
Symmetry Partners
Connecticut
$510K – – –
NP
467
Ninepoint Partners
Ontario, Canada
$508K +$482K +12,502 New
IB
468
Intrust Bank
Kansas
$499K – – –
SACTSONJ
469
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$488K – – –
CCIA
470
Campbell & Co Investment Adviser
Maryland
$488K +$463K +12,014 New
SF
471
Synovus Financial
Georgia
$484K +$33.5K +868 +8%
CFGS
472
Concourse Financial Group Securities
Alabama
$484K +$415K +10,758 +944%
ONB
473
Old National Bancorp
Indiana
$478K -$17.6K -457 -4%
BRWA
474
B. Riley Wealth Advisors
Florida
$478K +$91.8K +2,381 +25%
V
475
Veritable
Delaware
$475K -$44K -1,141 -9%