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Synchrony
SYF

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
726
Clearstead Advisors
Ohio
$167K +$4.2K +58 +3%
QC
727
Quent Capital
New York
$158K +$161K +2,223 New
AUB
728
Atlantic Union Bankshares
Virginia
$154K +$157K +2,169 +72,300%
BBHC
729
Brown Brothers Harriman & Co
New York
$147K +$77.7K +1,073 +108%
C
730
Covestor
United Kingdom
$144K -$77.2K -1,065 -34%
MPWT
731
MassMutual Private Wealth & Trust
Connecticut
$136K -$2.1K -29 -1%
WSFS
732
Wilmington Savings Fund Society
Delaware
$133K -$129K -1,781 -49%
CFB
733
Cullen/Frost Bankers
Texas
$132K +$72 +1 +0.1%
NFSG
734
Newbridge Financial Services Group
Florida
$129K – – –
AF
735
Allworth Financial
California
$126K +$50.6K +698 +65%
QL
736
Quarry LP
New York
$126K +$82.6K +1,140 +181%
PFBT
737
Parkside Financial Bank & Trust
Missouri
$114K +$36K +497 +45%
RIL
738
Rothschild Investment LLC
Illinois
$109K +$54.7K +755 +97%
GKIM
739
GW&K Investment Management
Massachusetts
$103K -$1.88K -26 -2%
IBOK
740
Independence Bank of Kentucky
Kentucky
$97.8K – – –
RFA
741
Reyes Financial Architecture
California
$95.8K +$5.22K +72 +6%
CH
742
Cromwell Holdings
Wyoming
$95.2K – – –
PWA
743
Physician Wealth Advisors
Utah
$90K +$9.35K +129 +11%
AFWM
744
Abich Financial Wealth Management
Virginia
$87.5K +$89.2K +1,231 New
RFP
745
Root Financial Partners
California
$81.8K +$83.4K +1,151 New
ST
746
Smithfield Trust
Pennsylvania
$81K – – –
TWD
747
True Wealth Design
Ohio
$80.4K +$47.9K +661 +140%
TPCW
748
TD Private Client Wealth
New York
$79.5K +$1.09K +15 +1%
OL
749
OneFund LLC
Florida
$78K +$2.75K +38 +4%
CFFP
750
Center for Financial Planning
Michigan
$77.9K – – –
28 29
30
31 32