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Synchrony

Name Holding Trade Value Shares
Change
Change in
Stake
FNBOSM
526
First National Bank of South Miami
Florida
$136K +$117K +3,905 New
CFFP
527
Center for Financial Planning
Michigan
$130K
HCM
528
Highlander Capital Management
New Jersey
$128K
AIC
529
Ayalon Insurance Company
Israel
$109K
FMT
530
First Mercantile Trust
Tennessee
$102K -$12.9K -429 -13%
PWPS
531
Pinnacle Wealth Planning Services
Ohio
$95K +$82.3K +2,737 New
Jones Financial Companies
532
Jones Financial Companies
Missouri
$92K +$80K +2,661 New
DZ Bank
533
DZ Bank
Germany
$91K
CCM
534
Copeland Capital Management
Pennsylvania
$91K
Rockefeller Capital Management
535
Rockefeller Capital Management
New York
$89K +$511 +17 +0.7%
QCG
536
Quadrant Capital Group
Ohio
$86K -$60 -2 -0.1%
PFO
537
Pathstone Family Office
New Jersey
$86K +$74.6K +2,481 New
PS
538
Planned Solutions
California
$83K
IAIM
539
International Assets Investment Management
Florida
$74K +$4.48K +149 +0.3%
CFB
540
Cullen/Frost Bankers
Texas
$73K -$902 -30 -1%
BBHC
541
Brown Brothers Harriman & Co
New York
$72K +$8.57K +285 +16%
PA
542
Parallel Advisors
California
$59K -$7.36K -245 -13%
GWM
543
Geneos Wealth Management
Colorado
$58K +$37.1K +1,234 +571%
CFD
544
Creative Financial Designs
Indiana
$57K +$180 +6 +0.4%
HS
545
Horan Securities
United States
$57K +$25.9K +861 +111%
Carson Wealth (CWM LLC)
546
Carson Wealth (CWM LLC)
Nebraska
$50K
FHA
547
First Horizon Advisors
Tennessee
$47K -$12.8K -427 -24%
WEC
548
Winslow Evans & Crocker
Massachusetts
$47K +$18.5K +615 +83%
EARNEST Partners
549
EARNEST Partners
Georgia
$45K -$2.81M -93,627 -99%
CL
550
COWA LLC
Oklahoma
$44K +$36.1K +1,200 New