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Synchrony

Name Holding Trade Value Shares
Change
Change in
Stake
PSB
701
Piscataqua Savings Bank
New Hampshire
$6K – – –
CFA
702
Cahill Financial Advisors
Minnesota
$6K +$5.64K +116 New
GPA
703
Guidance Point Advisors
Massachusetts
$6K +$6.37K +131 New
FF
704
FourThought Financial
Florida
$5K – – –
MA
705
MUFG Americas
New York
$5K – – –
VNA
706
Valley National Advisers
Pennsylvania
$5K – – –
SSC
707
Syverson Strege & Co
Iowa
$5K +$4.91K +101 New
KFS
708
Kelly Financial Services
Massachusetts
$4.84K – – –
BU
709
BBVA USA
Alabama
$4K -$4.57K -94 -53%
AP
710
Atwood & Palmer
Missouri
$4K – – –
BFC
711
Bedel Financial Consulting
Indiana
$4K – – –
FMP
712
Financial Management Professionals
Texas
$4K – – –
BWM
713
BerganKDV Wealth Management
Minnesota
$4K +$1.22K +25 +49%
RWM
714
Raffa Wealth Management
District of Columbia
$3.86K – – –
LWCFA
715
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3K -$2.87K -59 -52%
VCM
716
Versant Capital Management
Arizona
$3K -$1.51K -31 -32%
APWA
717
Atlas Private Wealth Advisors
New Jersey
$3K – – –
BWL
718
Bogart Wealth LLC
Virginia
$3K – – –
GWMIA
719
Global Wealth Management Investment Advisory
Florida
$3K – – –
TIM
720
Tortoise Investment Management
New York
$3K +$2.43K +50 +250%
CWM
721
Cranbrook Wealth Management
Michigan
$3K +$2.67K +55 New
SWM
722
Spire Wealth Management
Virginia
$3K +$3.21K +66 New
SWA
723
Sutton Wealth Advisors
Florida
$2.35K +$194 +4 +9%
APC
724
Aspire Private Capital
North Carolina
$2K – – –
HR
725
Howe & Rusling
New York
$2K – – –