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Synchrony

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
601
Carson Wealth (CWM LLC)
Nebraska
$50K – – –
PP
602
PrairieView Partners
Minnesota
$46K +$231 +6 +0.5%
GRP
603
Global Retirement Partners
California
$44K -$116 -3 -0.3%
HIA
604
Harbor Investment Advisory
Maryland
$44K – – –
SPWG
605
Sage Private Wealth Group
Illinois
$44K – – –
PK
606
Pflug Koory
Nebraska
$42K – – –
ST
607
Smithfield Trust
Pennsylvania
$42K – – –
SGAM
608
Smith Group Asset Management
Texas
$42K +$6.17K +160 +18%
CI
609
CX Institutional
Indiana
$42K +$7.56K +196 +23%
BCA
610
Berman Capital Advisors
Georgia
$42K +$20.6K +534 +100%
LC
611
Lindbrook Capital
California
$41K +$5.01K +130 +15%
IFAM
612
Institutional & Family Asset Management
Colorado
$37K -$5.24K -136 -13%
DSC
613
Duncker Streett & Co
Missouri
$37K – – –
TPCW
614
TD Private Client Wealth
New York
$35.5K -$6.71K -174 -17%
EI
615
Ellevest Inc
New York
$34K +$30.1K +782 +1,564%
SWM
616
Spire Wealth Management
Virginia
$33K +$31K +805 New
DWMG
617
DB Wealth Management Group
California
$32K -$3.28K -85 -10%
AW
618
Avion Wealth
Texas
$31K -$18.4K -476 -38%
TWA
619
TCI Wealth Advisors
Arizona
$30K +$4.55K +118 +19%
SSB
620
Sandy Spring Bank
Maryland
$30K +$28.9K +750 New
PMFA
621
Plante Moran Financial Advisors
Michigan
$29K +$154 +4 +0.6%
VFA
622
Valeo Financial Advisors
Indiana
$27K +$424 +11 +2%
PFBT
623
Parkside Financial Bank & Trust
Missouri
$25K +$1K +26 +4%
CAM
624
CenterStar Asset Management
Illinois
$24K – – –
EIP
625
Ellis Investment Partners
Pennsylvania
$24K +$154 +4 +0.7%