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Synchrony
SYF

Name Holding Trade Value Shares
Change 		Change in
Stake
DWMG
651
DB Wealth Management Group
California
$37K – – –
SPWG
652
Sage Private Wealth Group
Illinois
$35K – – –
PMFA
653
Plante Moran Financial Advisors
Michigan
$34K -$28.7K -597 -45%
PFBT
654
Parkside Financial Bank & Trust
Missouri
$34K -$1.01K -21 -3%
CA
655
CoreCap Advisors
Michigan
$33K +$34.1K +709 New
QC
656
Quent Capital
New York
$31K +$32.1K +668 New
CFO
657
CVA Family Office
Colorado
$30K +$30.8K +640 New
BBPWM
658
Blue Bell Private Wealth Management
Pennsylvania
$30K +$31.4K +653 New
CCM
659
Covington Capital Management
California
$29K – – –
MUMSS
660
Mitsubishi UFJ Morgan Stanley Securities
Japan
$28K -$29.3K -610 -50%
EIP
661
Ellis Investment Partners
Pennsylvania
$27K +$144 +3 +0.5%
IFAM
662
Institutional & Family Asset Management
Colorado
$26K -$1.97K -41 -7%
GWS
663
Glassman Wealth Services
Virginia
$24K +$1.97K +41 +9%
CT
664
Cambridge Trust
Massachusetts
$24K +$24.1K +502 New
PHK
665
Point72 Hong Kong
Hong Kong
$22K -$3.85M -80,170 -99%
C
666
Covestor
United Kingdom
$22K +$22.3K +464 New
COCM
667
Charter Oak Capital Management
New Hampshire
$19K – – –
KPCM
668
Kings Point Capital Management
New York
$19K – – –
LS
669
Leelyn Smith
Illinois
$19K – – –
AFS
670
Annapolis Financial Services
Maryland
$18K – – –
JWA
671
JFS Wealth Advisors
Pennsylvania
$18K +$3.75K +78 +25%
ME
672
McIlrath & Eck
Washington
$17K -$577 -12 -3%
TFO
673
Tarbox Family Office
California
$17K – – –
ZB
674
Zions Bancorporation
Utah
$17K +$1.68K +35 +10%
CA
675
Clearstead Advisors
Ohio
$16K -$4.52K -94 -22%
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