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Synchrony

Name Holding Trade Value Shares
Change
Change in
Stake
SGAM
576
Smith Group Asset Management
Texas
$43K -$2.23K -70 -6%
IWM
577
IHT Wealth Management
Illinois
$43K +$37.2K +1,165 New
PFBT
578
Parkside Financial Bank & Trust
Missouri
$40K +$1.82K +57 +6%
TG
579
TLP Group
Illinois
$37K +$32.5K +1,019 New
AssetMark Inc
580
AssetMark Inc
California
$36K – – –
NYLT
581
New York Life Trust
New York
$32K – – –
FAM
582
Fred Alger Management
New York
$31K +$9.55K +299 +54%
MFS
583
MSI Financial Services
Massachusetts
$24K -$14.2K -446 -41%
PHK
584
Point72 Hong Kong
Hong Kong
$24K +$1.6K +50 +8%
CAM
585
Close Asset Management
United Kingdom
$24K +$20.9K +656 New
HR
586
Howe & Rusling
New York
$23K +$2.39K +75 +13%
GRP
587
Global Retirement Partners
California
$23K +$20.6K +645 New
Carson Wealth (CWM LLC)
588
Carson Wealth (CWM LLC)
Nebraska
$22K +$15.5K +487 +399%
WA
589
WealthTrust-Arizona
Arizona
$20K +$32 +1 +0.2%
PWM
590
Perigon Wealth Management
California
$20K +$7.47K +234 +71%
AA
591
Apriem Advisors
California
$20K +$17.2K +540 New
TCOV
592
Trust Company of Vermont
Vermont
$18K +$14.4K +450 +750%
RWA
593
Ropes Wealth Advisors
Massachusetts
$18K +$15.7K +492 New
FPFS
594
First Personal Financial Services
North Carolina
$17K – – –
HPBT
595
High Point Bank & Trust
North Carolina
$17K – – –
FHA
596
First Horizon Advisors
Tennessee
$16K – – –
SIC
597
Salem Investment Counselors
North Carolina
$16K +$13.8K +431 New
EA
598
Edge Advisors
Georgia
$16K +$14.9K +467 New
PK
599
Pflug Koory
Nebraska
$14K +$12.5K +390 New
GWM
600
Geneos Wealth Management
Colorado
$12K – – –