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Synchrony

Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
626
Plante Moran Financial Advisors
Michigan
$65K +$29.3K +603 +84%
MUMSS
627
Mitsubishi UFJ Morgan Stanley Securities
Japan
$59K +$58.8K +1,210 New
SSB
628
Sandy Spring Bank
Maryland
$56K – – –
HIA
629
Harbor Investment Advisory
Maryland
$53K – – –
TWA
630
TCI Wealth Advisors
Arizona
$53K +$15.5K +318 +41%
ST
631
Smithfield Trust
Pennsylvania
$52K – – –
LC
632
Lindbrook Capital
California
$50K -$1.94K -40 -4%
PK
633
Pflug Koory
Nebraska
$50K – – –
WPA
634
West Paces Advisors
Georgia
$48.4K -$34.5K -710 -42%
TPCW
635
TD Private Client Wealth
New York
$46.5K +$3.06K +63 +7%
EWA
636
Evolution Wealth Advisors
Florida
$45K +$26.3K +541 +143%
DSC
637
Duncker Streett & Co
Missouri
$44K – – –
DWMG
638
DB Wealth Management Group
California
$39K – – –
PFBT
639
Parkside Financial Bank & Trust
Missouri
$38K +$5.05K +104 +16%
SPWG
640
Sage Private Wealth Group
Illinois
$37K -$13.2K -272 -26%
SGAM
641
Smith Group Asset Management
Texas
$36K +$2.33K +48 +7%
GRP
642
Global Retirement Partners
California
$34K -$7.82K -161 -19%
DFCM
643
Dark Forest Capital Management
Puerto Rico
$31K +$8.7K +179 +39%
CCM
644
Covington Capital Management
California
$30K +$10.7K +220 +55%
IFAM
645
Institutional & Family Asset Management
Colorado
$29K -$8.99K -185 -24%
EIP
646
Ellis Investment Partners
Pennsylvania
$29K +$146 +3 +0.5%
EBA
647
Eagle Bay Advisors
New York
$28K -$112K -2,300 -81%
PFGIA
648
Patriot Financial Group Insurance Agency
Massachusetts
$28K -$15.6K -322 -36%
OC
649
Oakworth Capital
Alabama
$27K – – –
PFPT
650
Pinnacle Financial Partners (Tennessee)
Tennessee
$25K -$729 -15 -3%