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Synchrony

Name Holding Trade Value Shares
Change
Change in
Stake
PAM
826
Parvin Asset Management
South Dakota
$2.44K +$2.85K +46 New
LWMI
827
Legacy Wealth Management (Idaho)
Idaho
$2.28K – – –
WA
828
Whipplewood Advisors
Colorado
$2.22K +$3.09K +50 +385%
CPG
829
Cornerstone Planning Group
New Jersey
$2.15K +$1.3K +21 +95%
NL
830
NVWM LLC
Pennsylvania
$1.96K +$928 +15 +68%
CWC
831
Carolinas Wealth Consulting
North Carolina
$1.91K +$309 +5 +16%
AIM
832
Anchor Investment Management
South Carolina
$1.85K – – –
AWM
833
Activest Wealth Management
Florida
$1.75K +$2.04K +33 New
T
834
Transce3nd
Texas
$1.69K – – –
HPC
835
HM Payson & Co
Maine
$1.59K – – –
DWM
836
Dogwood Wealth Management
Kansas
$1.53K +$1.79K +29 New
RWM
837
Rialto Wealth Management
New York
$1.38K +$1.61K +26 New
QL
838
Quarry LP
New York
$1.27K -$94.2K -1,524 -98%
ACA
839
American Capital Advisory
Idaho
$1.17K +$1.36K +22 New
BCM
840
Blume Capital Management
California
$1.17K +$1.36K +22 New
GP
841
Greenline Partners
New York
$1.11K +$1.3K +21 New
TIM
842
Tortoise Investment Management
New York
$1.06K – – –
OCM
843
Osterweis Capital Management
California
$1.06K +$1.24K +20 New
PWA
844
Principia Wealth Advisory
Texas
$1.01K +$804 +13 +186%
UFF
845
USA Financial Formulas
Michigan
$1.01K -$1.13M -18,346 -100%
RWM
846
Raffa Wealth Management
District of Columbia
$1.01K – – –
HFS
847
Hantz Financial Services
Michigan
$1K +$989 +16 New
LWCFA
848
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$998 – – –
FNWA
849
Financial Network Wealth Advisors
Utah
$953 +$1.11K +18 New
JFG
850
JDM Financial Group
Texas
$847 – – –