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Synchrony
SYF

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
601
Aevitas Wealth Management
Massachusetts
$19K +$90 +3 +0.5%
GSWM
602
Golden State Wealth Management
California
$19K +$18K +600 New
PO
603
Private Ocean
California
$16K – – –
ZB
604
Zions Bancorporation
Utah
$16K +$812 +27 +6%
GWM
605
Geneos Wealth Management
Colorado
$16K +$6.29K +209 +67%
PMFA
606
Plante Moran Financial Advisors
Michigan
$16K +$14.8K +492 New
RFM
607
Royal Fund Management
Florida
$15K – – –
PCP
608
Proficio Capital Partners
Massachusetts
$15K +$5.08K +169 +55%
FAM
609
Fred Alger Management
New York
$14K -$11.6K -384 -46%
CIA
610
CSat Investment Advisory
Michigan
$14K -$6.44K -214 -32%
SC
611
Sawyer & Company
Massachusetts
$13K – – –
AIC
612
Ameritas Investment Company
Nebraska
$12K -$59.9K -1,993 -84%
TFS
613
TrustCore Financial Services
Tennessee
$12K -$12.7K -421 -53%
GTAM
614
Global Trust Asset Management
Florida
$12K – – –
ME
615
McIlrath & Eck
Washington
$12K – – –
VFA
616
Valeo Financial Advisors
Indiana
$12K +$241 +8 +2%
BBNA
617
Bremer Bank National Association
Minnesota
$12K +$10.7K +355 New
MSA
618
Marino Stram & Associates
Massachusetts
$11K – – –
SWM
619
SeaCrest Wealth Management
New York
$11K – – –
TFA
620
Toth Financial Advisory
Virginia
$11K +$1.5K +50 +16%
JCM
621
Julex Capital Management
Massachusetts
$10.9K +$10.3K +343 New
FCA
622
FinTrust Capital Advisors
South Carolina
$10K – – –
SIC
623
Salem Investment Counselors
North Carolina
$10K +$9.87K +328 New
TAIM
624
TD Ameritrade Investment Management
Nebraska
$9K -$74.9K -2,489 -90%
AFIA
625
America First Investment Advisors
Nebraska
$9K – – –
23 24
25
26 27