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Synchrony

Name Holding Trade Value Shares
Change
Change in
Stake
AAIS
526
ABN AMRO Investment Solutions
$477K +$81.1K +1,311 +17%
GCM
527
Gallacher Capital Management
Colorado
$477K +$557K +9,005 New
NP
528
NorthRock Partners
Minnesota
$471K +$109K +1,767 +25%
CIM
529
Contravisory Investment Management
Massachusetts
$471K -$6.68K -108 -1%
USAA
530
United Services Automobile Association
Texas
$469K +$554K +8,951 New
DWT
531
Dorsey & Whitney Trust
South Dakota
$466K +$3.71K +60 +0.7%
PGFC
532
Peapack-Gladstone Financial Corp
New Jersey
$465K -$107K -1,736 -17%
CPIG
533
Chicago Partners Investment Group
Illinois
$460K +$115K +1,863 +28%
KIM
534
Kestra Investment Management
Texas
$457K +$148K +2,400 +39%
NWWA
535
New Wave Wealth Advisors
Arkansas
$454K +$100K +1,621 +23%
VI
536
Vestcor Inc
New Brunswick, Canada
$454K +$123K +1,989 +30%
OWA
537
One Wealth Advisors
California
$452K +$185K +2,994 +54%
CL
538
Choreo LLC
Illinois
$452K -$129K -2,079 -20%
IPW
539
Impact Partnership Wealth
Georgia
$452K +$40.2K +650 +8%
FFM
540
Forum Financial Management
Illinois
$450K +$5.26K +85 +1%
CTC
541
Central Trust Company
Missouri
$449K – – –
FRM
542
Fox Run Management
Connecticut
$445K +$91.5K +1,480 +21%
CNBT
543
Canandaigua National Bank & Trust
New York
$442K – – –
NA
544
NewEdge Advisors
Louisiana
$439K +$42K +679 +9%
WSFS
545
Wilmington Savings Fund Society
Delaware
$436K +$271K +4,380 +114%
AAS
546
Avantax Advisory Services
Texas
$432K +$31.7K +513 +7%
FC
547
Farringdon Capital
United Kingdom
$430K +$502K +8,117 New
AWM
548
Apollon Wealth Management
South Carolina
$422K +$54.5K +881 +12%
HWM
549
HB Wealth Management
Georgia
$421K +$100K +1,617 +26%
KeyBank National Association
550
KeyBank National Association
Ohio
$416K +$27K +436 +6%