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Synchrony
SYF

Name Holding Trade Value Shares
Change 		Change in
Stake
PS
651
Planned Solutions
California
$246K +$206K +3,690 New
CLA
652
Carnegie Lake Advisors
New Jersey
$246K +$206K +3,683 New
NW
653
NewEdge Wealth
Pennsylvania
$245K +$200K +3,577 New
WSFS
654
Wilmington Savings Fund Society
Delaware
$244K -$256K -4,580 -56%
VFA
655
Valeo Financial Advisors
Indiana
$242K +$203K +3,633 New
EI
656
Ellevest Inc
New York
$241K -$91.2K -1,631 -31%
AIP
657
Ameritas Investment Partners
Nebraska
$240K -$11.2K -201 -5%
GVAG
658
Great Valley Advisor Group
Delaware
$238K +$199K +3,568 New
TCOV
659
Trust Company of Vermont
Vermont
$235K -$15.4K -275 -7%
AC
660
Avestar Capital
New York
$230K +$193K +3,447 New
FCG
661
Fielder Capital Group
Tennessee
$227K +$190K +3,401 New
EP
662
Essential Partners
California
$223K +$187K +3,342 New
EW
663
Elyxium Wealth
California
$222K +$186K +3,334 New
PAG
664
Poinciana Advisors Group
Florida
$222K +$186K +3,331 New
IWA
665
Icon Wealth Advisors
Texas
$222K – – –
UB
666
UMB Bank
Missouri
$219K +$56.5K +1,011 +45%
SAI
667
Systematic Alpha Investments
New Jersey
$217K +$182K +3,258 New
SPIA
668
Steward Partners Investment Advisory
New York
$216K +$10.2K +183 +6%
DIP
669
DT Investment Partners
Pennsylvania
$213K – – –
HDIM
670
Hanson & Doremus Investment Management
Vermont
$213K – – –
BTI
671
Blue Trust Inc
Georgia
$211K +$9.28K +166 +6%
RFC
672
Regions Financial Corp
Alabama
$211K +$177K +3,163 New
IAIM
673
International Assets Investment Management
Florida
$207K +$173K +3,102 New
GRP
674
Global Retirement Partners
California
$207K +$173K +3,097 New
C
675
Covestor
United Kingdom
$206K +$90.5K +1,618 +110%
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