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Synchrony

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
601
Baystate Wealth Management
Massachusetts
$29K +$31.3K +844 New
WDL
602
Well Done LLC
Michigan
$28K +$31K +835 New
SGAM
603
Smith Group Asset Management
Texas
$25K +$28.2K +760 New
KA
604
Kaizen Advisory
Illinois
$24K – – –
CIBC Private Wealth Group
605
CIBC Private Wealth Group
Georgia
$24K +$6.94K +187 +36%
QCG
606
Quadrant Capital Group
Ohio
$23K -$260 -7 -0.8%
VEA
607
Virtus ETF Advisers
New York
$22K – – –
SC
608
Sawyer & Company
Massachusetts
$22K +$15.7K +423 +188%
CCA
609
Catalyst Capital Advisors
New York
$22K +$24.2K +652 New
HR
610
Howe & Rusling
New York
$20K -$2.45K -66 -10%
AIM
611
Advantage Investment Management
Iowa
$20K -$297 -8 -1%
RWA
612
Ropes Wealth Advisors
Massachusetts
$20K – – –
SFSIG
613
San Francisco Sentry Investment Group
California
$20K +$408 +11 +2%
ARMC
614
American Research & Management Company
Massachusetts
$19K – – –
Barrow, Hanley, Mewhinney & Strauss
615
Barrow, Hanley, Mewhinney & Strauss
Texas
$19K – – –
RFM
616
Royal Fund Management
Florida
$19K – – –
Carson Wealth (CWM LLC)
617
Carson Wealth (CWM LLC)
Nebraska
$19K +$17K +458 +405%
SIM
618
Sonora Investment Management
Arizona
$18.4K – – –
PCG
619
Private Capital Group
Connecticut
$18K -$396K -10,677 -95%
TFS
620
TrustCore Financial Services
Tennessee
$18K -$4.53K -122 -19%
ZB
621
Zions Bancorporation
Utah
$18K +$19.9K +537 New
VFA
622
Valeo Financial Advisors
Indiana
$17K +$74 +2 +0.4%
MA
623
MUFG Americas
New York
$16K – – –
MOS
624
MGO One Seven
Ohio
$14K -$520 -14 -3%
MSA
625
Marino Stram & Associates
Massachusetts
$14K – – –