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Synchrony

Name Holding Trade Value Shares
Change
Change in
Stake
SPWG
651
Sage Private Wealth Group
Illinois
$35K
PMFA
652
Plante Moran Financial Advisors
Michigan
$34K -$28.7K -597 -45%
PFBT
653
Parkside Financial Bank & Trust
Missouri
$34K -$1.01K -21 -3%
CA
654
CoreCap Advisors
Michigan
$33K +$34.1K +709 New
QC
655
Quent Capital
New York
$31K +$32.1K +668 New
CFO
656
CVA Family Office
Colorado
$30K +$30.8K +640 New
BBPWM
657
Blue Bell Private Wealth Management
Pennsylvania
$30K +$31.4K +653 New
CCM
658
Covington Capital Management
California
$29K
MUMSS
659
Mitsubishi UFJ Morgan Stanley Securities
Japan
$28K -$29.3K -610 -50%
EIP
660
Ellis Investment Partners
Pennsylvania
$27K +$144 +3 +0.5%
IFAM
661
Institutional & Family Asset Management
Colorado
$26K -$1.97K -41 -7%
GWS
662
Glassman Wealth Services
Virginia
$24K +$1.97K +41 +9%
CT
663
Cambridge Trust
Massachusetts
$24K +$24.1K +502 New
PHK
664
Point72 Hong Kong
Hong Kong
$22K -$3.85M -80,170 -99%
C
665
Covestor
United Kingdom
$22K +$22.3K +464 New
COCM
666
Charter Oak Capital Management
New Hampshire
$19K
KPCM
667
Kings Point Capital Management
New York
$19K
LS
668
Leelyn Smith
Illinois
$19K
AFS
669
Annapolis Financial Services
Maryland
$18K
JWA
670
JFS Wealth Advisors
Pennsylvania
$18K +$3.75K +78 +25%
ME
671
McIlrath & Eck
Washington
$17K -$577 -12 -3%
TFO
672
Tarbox Family Office
California
$17K
ZB
673
Zions Bancorporation
Utah
$17K +$1.68K +35 +10%
CA
674
Clearstead Advisors
Ohio
$16K -$4.52K -94 -22%
GLLW
675
Graves Light Lenhart Wealth
Virginia
$15K