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Synchrony
SYF

Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
576
Valeo Financial Advisors
Indiana
$23K +$20K +664 New
TWA
577
TCI Wealth Advisors
Arizona
$22K -$27.1K -900 -59%
TPWA
578
TRUE Private Wealth Advisors
Oregon
$21K – – –
EIP
579
Ellis Investment Partners
Pennsylvania
$20K -$6.19K -206 -26%
PFBT
580
Parkside Financial Bank & Trust
Missouri
$20K -$1.95K -65 -10%
SL
581
Savior LLC
Massachusetts
$20K – – –
BCA
582
Berman Capital Advisors
Georgia
$18K +$7K +233 +78%
RWB
583
RMR Wealth Builders
New Jersey
$17K +$14.7K +488 New
FTDI
584
First Trust Direct Indexing
Massachusetts
$17K +$14.9K +495 New
EWA
585
Evolution Wealth Advisors
Florida
$16K -$46.7K -1,555 -77%
RPWA
586
Regent Peak Wealth Advisors
Georgia
$15K +$12.9K +429 New
AFS
587
Annapolis Financial Services
Maryland
$14K +$11.8K +393 New
PO
588
Private Ocean
California
$14K +$12K +400 New
COCM
589
Charter Oak Capital Management
New Hampshire
$14K +$12.3K +410 New
CCA
590
Childress Capital Advisors
Texas
$14K +$12.4K +412 New
MPWT
591
MassMutual Private Wealth & Trust
Connecticut
$13K – – –
ME
592
McIlrath & Eck
Washington
$13K – – –
TFO
593
Tarbox Family Office
California
$13K – – –
JCM
594
Jacobi Capital Management
Pennsylvania
$13K +$30 +1 +0.3%
FHC
595
First Horizon Corporation
Tennessee
$13K +$421 +14 +4%
SLF
596
Sun Life Financial
Ontario, Canada
$11K -$60 -2 -0.6%
CFA
597
Carroll Financial Associates
North Carolina
$11K – – –
GWS
598
Glassman Wealth Services
Virginia
$11K +$361 +12 +4%
ZB
599
Zions Bancorporation
Utah
$11K +$451 +15 +5%
AFIA
600
America First Investment Advisors
Nebraska
$10K – – –
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