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Synchrony

Name Holding Trade Value Shares
Change
Change in
Stake
PW
551
Potentia Wealth
California
$675K -$2.9K -38 -0.5%
FPAS
552
Focus Partners Advisor Solutions
Missouri
$675K +$269K +3,523 +77%
GCM
553
Graham Capital Management
Connecticut
$675K -$324K -4,234 -34%
ICP
554
Interchange Capital Partners
Pennsylvania
$672K +$70.6K +924 +13%
IWC
555
Integrated Wealth Concepts
Massachusetts
$670K -$55.6K -727 -8%
MYAM
556
Meiji Yasuda Asset Management
Japan
$669K -$1.15K -15 -0.2%
PWS
557
Precision Wealth Strategies
Missouri
$667K +$9.02K +118 +1%
BMCM
558
Burns Matteson Capital Management
New York
$666K +$611K +7,988 New
SAM
559
Smartleaf Asset Management
Massachusetts
$664K +$201K +2,634 +50%
EWM
560
Empirical Wealth Management
Washington
$663K +$608K +7,949 New
CFM
561
Catalyst Funds Management
Australia
$659K -$91.7K -1,200 -13%
GIA
562
Gladstone Institutional Advisory
Florida
$656K +$29.7K +389 +5%
KeyBank National Association
563
KeyBank National Association
Ohio
$652K +$1.83K +24 +0.3%
ACA
564
Aptus Capital Advisors
Alabama
$639K +$101K +1,325 +21%
OIA
565
OneDigital Investment Advisors
Kansas
$637K -$40.2K -526 -6%
BBA
566
Baader Bank Aktiengesellschaft
Germany
$636K +$582K +7,618 New
CAM
567
Cidel Asset Management
Ontario, Canada
$629K -$20.2K -264 -3%
AF
568
Allworth Financial
California
$624K +$436K +5,699 +321%
Lazard Asset Management
569
Lazard Asset Management
New York
$623K -$3.21M -41,957 -85%
GSB
570
Greenfield Savings Bank
Massachusetts
$618K +$68.1K +891 +14%
CNBT
571
Canandaigua National Bank & Trust
New York
$617K
IB
572
Intrust Bank
Kansas
$611K -$11.2K -147 -2%
CIBC Private Wealth Group
573
CIBC Private Wealth Group
Georgia
$610K +$16.4K +214 +3%
CF
574
Centaurus Financial
California
$610K -$3.67K -48 -0.7%
GCP
575
GSA Capital Partners
United Kingdom
$607K -$77K -1,008 -12%