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Synchrony

Name Holding Trade Value Shares
Change
Change in
Stake
APP
651
Avantax Planning Partners
Iowa
$2K +$2.45K +77 New
HWA
652
Heritage Wealth Advisors
Virginia
$2K +$2.71K +85 New
RWM
653
Raffa Wealth Management
District of Columbia
$1.86K – – –
TPWA
654
TRUE Private Wealth Advisors
Oregon
$1.24K +$1.27K +40 New
AC
655
Avestar Capital
New York
$1K -$3.19K -100 -74%
GWS
656
Glassman Wealth Services
Virginia
$1K -$1.11K -35 -56%
CAL
657
Capital Analysts LLC
Pennsylvania
$1K – – –
FANJ
658
Financial Architects (New Jersey)
New Jersey
$1K – – –
LA
659
Legacy Advisors
Pennsylvania
$1K – – –
ML
660
McAdam LLC
Pennsylvania
$1K – – –
TFO
661
Tarbox Family Office
California
$1K – – –
TIM
662
Tortoise Investment Management
New York
$1K – – –
WAP
663
Wealthcare Advisory Partners
Pennsylvania
$1K – – –
VCM
664
Versant Capital Management
Arizona
$1K +$733 +23 +62%
TF
665
Tompkins Financial
New York
$1K +$1.02K +32 New
SWA
666
Sutton Wealth Advisors
Florida
$404 – – –
Capital World Investors
667
Capital World Investors
California
– -$132M -3,955,000 Closed
OA
668
Omega Advisors
New York
– -$56.4M -1,690,483 Closed
Renaissance Technologies
669
Renaissance Technologies
New York
– -$43M -1,287,900 Closed
NMVA
670
New Mountain Vantage Advisers
New York
– -$26.8M -801,611 Closed
SCM
671
Stevens Capital Management
Pennsylvania
– -$22.1M -662,402 Closed
VWM
672
Valley Wealth Managers
New Jersey
– -$15M -448,607 Closed
BCM
673
Basswood Capital Management
New York
– -$14.6M -438,743 Closed
OAM
674
Oxford Asset Management
United Kingdom
– -$10.2M -304,587 Closed
Envestnet Asset Management
675
Envestnet Asset Management
Illinois
– -$8.03M -240,520 Closed