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Synchrony

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
651
MinichMacGregor Wealth Management
New York
$3.29K +$3.42K +100 New
KFS
652
Kelly Financial Services
Massachusetts
$3.25K – – –
BHWM
653
Beaird Harris Wealth Management
Texas
$3.02K +$3.15K +92 New
CSB
654
City State Bank
Iowa
$3K – – –
SFG
655
Steward Financial Group
Texas
$3K +$3.67K +107 New
BWL
656
Bogart Wealth LLC
Virginia
$2.96K +$856 +25 +38%
HWMA
657
Heritage Wealth Management (Arizona)
Arizona
$2.89K +$1.51K +44 +100%
CFO
658
CVA Family Office
Colorado
$2.79K -$20.7K -605 -88%
SIC
659
SJS Investment Consulting
Ohio
$2.66K -$480 -14 -15%
RWM
660
Raffa Wealth Management
District of Columbia
$2.5K – – –
MCM
661
Manchester Capital Management
Vermont
$2.46K +$617 +18 +32%
BWM
662
BerganKDV Wealth Management
Minnesota
$2.34K -$171 -5 -7%
CBT
663
CoreFirst Bank & Trust
Kansas
$2.27K +$2.36K +69 New
RBC
664
Romano Brothers & Co
Illinois
$2.27K +$2.36K +69 New
AWM
665
Abound Wealth Management
Tennessee
$2.18K +$1.23K +36 +120%
BC
666
Barrett & Company
Rhode Island
$2.14K – – –
MUMSS
667
Mitsubishi UFJ Morgan Stanley Securities
Japan
$2K -$2.74K -80 -53%
EA
668
Evolution Advisers
Virginia
$2K – – –
FMP
669
Financial Management Professionals
Texas
$2K – – –
TSWM
670
Tyler-Stone Wealth Management
Ohio
$2K – – –
VNA
671
Valley National Advisers
Pennsylvania
$2K – – –
DI
672
Disciplined Investments
Oklahoma
$1.87K -$719 -21 -27%
SWA
673
Sutton Wealth Advisors
Florida
$1.84K -$103 -3 -5%
CT
674
Caldwell Trust
Florida
$1.84K +$1.92K +56 New
MA
675
MCF Advisors
Kentucky
$1.61K – – –