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Synchrony

Name Holding Trade Value Shares
Change
Change in
Stake
C
776
Covestor
United Kingdom
$109K +$36.5K +497 +53%
HIA
777
Harbor Investment Advisory
Maryland
$106K
CH
778
Cromwell Holdings
Wyoming
$105K +$2.64K +36 +3%
BONH
779
Bank of New Hampshire
New Hampshire
$98.6K +$7.49K +102 +9%
OCWP
780
Owl Creek Wealth Partners
Colorado
$88.1K +$1.1K +15 +1%
NFSG
781
Newbridge Financial Services Group
Florida
$87.5K -$1.25K -17 -1%
SC
782
Steph & Co
Wisconsin
$85.4K +$82.5K +1,123 New
ST
783
Smithfield Trust
Pennsylvania
$85K
CFO
784
CVA Family Office
Colorado
$78.5K +$22.3K +304 +42%
CIS
785
Custom Index Systems
New York
$77.9K +$75.2K +1,024 New
TWD
786
True Wealth Design
Ohio
$76.8K -$21.1K -287 -22%
FCAS
787
First Command Advisory Services
Texas
$75.8K +$42.5K +579 +139%
OL
788
OneFund LLC
Florida
$69.9K -$5.07K -69 -7%
PTC
789
Private Trust Company
Ohio
$68.7K -$6.54K -89 -9%
CB
790
CNB Bank
Pennsylvania
$67.6K -$441 -6 -0.7%
1IA
791
1620 Investment Advisors
Massachusetts
$67.5K -$2.57K -35 -4%
KFA
792
Kelleher Financial Advisors
New York
$66.6K +$46.6K +634 +262%
MWPCG
793
Measured Wealth Private Client Group
New Hampshire
$65.4K -$156K -2,122 -71%
KFAS
794
Keating Financial Advisory Services
Kansas
$62.7K +$10.8K +147 +22%
TWC
795
TD Waterhouse Canada
Ontario, Canada
$62.5K +$51.4K +700 +614%
BWA
796
Basecamp Wealth Advisors
Washington
$56.2K
GBT
797
Grove Bank & Trust
Florida
$54.2K
GWM
798
Geneos Wealth Management
Colorado
$52.9K +$19.4K +264 +61%
EWP
799
Elevation Wealth Partners
California
$52.7K +$20.2K +275 +66%
BBPWM
800
Blue Bell Private Wealth Management
Pennsylvania
$49.8K