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Synchrony

Name Holding Trade Value Shares
Change
Change in
Stake
PWS
501
Peterson Wealth Services
Utah
$226K +$236K +6,888 New
AG
502
AIA Group
Hong Kong
$225K +$96.3K +2,811 +70%
T
503
TCWP
Ohio
$224K +$234K +6,825 New
PWS
504
Precision Wealth Strategies
Missouri
$224K -$5.69K -166 -2%
TCAM
505
Turtle Creek Asset Management
Ontario, Canada
$223K -$29.1K -850 -11%
TAM
506
Tocqueville Asset Management
New York
$222K +$231K +6,753 New
AI
507
Atom Investors
Texas
$220K +$229K +6,690 New
HWM
508
HB Wealth Management
Georgia
$219K +$229K +6,675 New
AssetMark Inc
509
AssetMark Inc
California
$219K +$12.1K +354 +6%
CAN
510
Cetera Advisor Networks
California
$219K +$228K +6,655 New
GIM
511
Greylin Investment Management
Virginia
$218K +$227K +6,625 New
MIP
512
Mondrian Investment Partners
United Kingdom
$217K – – –
PM
513
Parametrica Management
Hong Kong
$213K +$222K +6,476 New
SS
514
Simplicity Solutions
Minnesota
$210K +$219K +6,401 New
DEA
515
DoubleLine ETF Adviser
Florida
$209K +$218K +6,359 New
GBT
516
Grove Bank & Trust
Florida
$206K -$96.4K -2,815 -31%
HDIM
517
Hanson & Doremus Investment Management
Vermont
$205K -$4.97K -145 -2%
GLA
518
Great Lakes Advisors
Illinois
$205K +$214K +6,238 New
QCG
519
Quadrant Capital Group
Ohio
$205K +$50.8K +1,484 +31%
LFAS
520
Level Four Advisory Services
Texas
$201K -$37.1K -1,084 -15%
AIP
521
Ameritas Investment Partners
Nebraska
$188K -$16.8K -491 -8%
KI
522
Kula Investments
Illinois
$161K +$321K +9,374 New
CG
523
Cutler Group
California
$159K +$20.4K +597 +14%
EARNEST Partners
524
EARNEST Partners
Georgia
$154K +$66.8K +1,951 +71%
BAM
525
Belpointe Asset Management
Nevada
$152K -$137 -4 -0.1%