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Synchrony

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
526
Focused Wealth Management
New York
$167K -$39.1K -1,300 -21%
BC
527
Bartlett & Co
Ohio
$164K +$691 +23 +0.5%
BCWM
528
Bartlett & Co Wealth Management
Ohio
$164K +$691 +23 +0.5%
FNBOSM
529
First National Bank of South Miami
Florida
$136K +$117K +3,905 New
CFFP
530
Center for Financial Planning
Michigan
$130K – – –
HCM
531
Highlander Capital Management
New Jersey
$128K – – –
AIC
532
Ayalon Insurance Company
Israel
$109K – – –
FMT
533
First Mercantile Trust
Tennessee
$102K -$12.9K -429 -13%
PWPS
534
Pinnacle Wealth Planning Services
Ohio
$95K +$82.3K +2,737 New
Jones Financial Companies
535
Jones Financial Companies
Missouri
$92K +$80K +2,661 New
DZ Bank
536
DZ Bank
Germany
$91K – – –
CCM
537
Copeland Capital Management
Pennsylvania
$91K – – –
Rockefeller Capital Management
538
Rockefeller Capital Management
New York
$89K +$511 +17 +0.7%
QCG
539
Quadrant Capital Group
Ohio
$86K -$60 -2 -0.1%
PFO
540
Pathstone Family Office
New Jersey
$86K +$74.6K +2,481 New
PS
541
Planned Solutions
California
$83K – – –
IAIM
542
International Assets Investment Management
Florida
$74K +$4.48K +149 +0.3%
CFB
543
Cullen/Frost Bankers
Texas
$73K -$902 -30 -1%
BBHC
544
Brown Brothers Harriman & Co
New York
$72K +$8.57K +285 +16%
PA
545
Parallel Advisors
California
$59K -$7.36K -245 -13%
GWM
546
Geneos Wealth Management
Colorado
$58K +$37.1K +1,234 +571%
CFD
547
Creative Financial Designs
Indiana
$57K +$180 +6 +0.4%
HS
548
Horan Securities
United States
$57K +$25.9K +861 +111%
Carson Wealth (CWM LLC)
549
Carson Wealth (CWM LLC)
Nebraska
$50K – – –
FHA
550
First Horizon Advisors
Tennessee
$47K -$12.8K -427 -24%