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Synchrony
SYF

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
701
Perigon Wealth Management
California
$260K +$15.9K +216 +7%
CA
702
Commerzbank Aktiengesellschaft
Germany
$260K -$15.1K -206 -6%
FCG
703
Fielder Capital Group
Tennessee
$259K +$10.7K +145 +4%
UB
704
UMB Bank
Missouri
$258K -$3.89K -53 -2%
IWA
705
Icon Wealth Advisors
Texas
$257K – – –
PP
706
PDS Planning
Ohio
$253K +$244K +3,325 New
VIP
707
Viewpoint Investment Partners
Alberta, Canada
$251K +$242K +3,300 New
PAG
708
Poinciana Advisors Group
Florida
$251K – – –
LWA
709
Legacy Wealth Advisors
Florida
$250K +$12.9K +175 +6%
SAI
710
Systematic Alpha Investments
New Jersey
$248K – – –
DIP
711
DT Investment Partners
Pennsylvania
$247K – – –
TP
712
Thayer Partners
Pennsylvania
$246K -$13.1K -178 -5%
SW
713
SkyOak Wealth
Michigan
$246K +$237K +3,229 New
PDL
714
Portfolio Design Labs
California
$245K -$12.3K -168 -5%
EH
715
Equitable Holdings
New York
$245K -$16.1K -219 -6%
CFM
716
Catalyst Funds Management
Australia
$243K +$235K +3,201 New
CI
717
Cigna Investments
Connecticut
$243K -$26.3K -358 -10%
AFP
718
Ausdal Financial Partners
Iowa
$243K +$4.04K +55 +2%
IAIM
719
International Assets Investment Management
Florida
$243K -$136K -1,855 -37%
CA
720
Claro Advisors
Massachusetts
$240K +$8.74K +119 +4%
MCM
721
Monument Capital Management
Virginia
$238K +$230K +3,131 New
HNB
722
Huntington National Bank
Ohio
$235K +$38.4K +523 +20%
AAM
723
Advisors Asset Management
Colorado
$234K +$79.9K +1,088 +55%
HDIM
724
Hanson & Doremus Investment Management
Vermont
$232K -$5.51K -75 -2%
AP
725
Americana Partners
Texas
$230K -$12.1K -165 -5%
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