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Synchrony

Name Holding Trade Value Shares
Change
Change in
Stake
NB
826
NBT Bank
New York
$14.2K -$9.35K -129 -65%
CFS
827
CGC Financial Services
Oregon
$13.7K
GSWM
828
Golden State Wealth Management
California
$13.7K
PGAM
829
Princeton Global Asset Management
New Jersey
$12.4K
VWA
830
Valued Wealth Advisors
Utah
$12.3K +$580 +8 +5%
W
831
WealthCollab
Washington
$11.9K -$12.3K -170 -50%
FFO
832
Fortitude Family Office
Arizona
$11.5K +$145 +2 +1%
GGI
833
Godsey & Gibb Inc
Virginia
$11.1K
MSWA
834
Marshall & Sterling Wealth Advisors
New York
$11K
CIAS
835
CBIZ Investment Advisory Services
Ohio
$10.6K +$2.32K +32 +27%
HWP
836
Highline Wealth Partners
California
$10.5K
KA
837
Kozak & Associates
Colorado
$10.4K +$72 +1 +0.7%
FMP
838
Financial Management Professionals
Texas
$10K
HNB
839
Hilltop National Bank
Wyoming
$9.66K -$290 -4 -3%
BGAI
840
Bruce G. Allen Investments
Colorado
$9.45K
JWM
841
JPL Wealth Management
Colorado
$9.37K +$9.56K +132 New
AW
842
Avion Wealth
Texas
$9K -$290 -4 -3%
SWM
843
Spire Wealth Management
Virginia
$8.88K +$72 +1 +0.8%
GJIA
844
Glass Jacobson Investment Advisors
Maryland
$8.31K -$3.48K -48 -29%
T. Rowe Price Investment Management
845
T. Rowe Price Investment Management
Maryland
$8K +$7.25K +100 New
MSWM
846
Mowery & Schoenfeld Wealth Management
Illinois
$7.85K
AEPWM
847
Atlantic Edge Private Wealth Management
Florida
$7.11K
TWC
848
TD Waterhouse Canada
Ontario, Canada
$6.98K
MWA
849
Medallion Wealth Advisors
Connecticut
$6.96K
WAM
850
WFA Asset Management
Wisconsin
$6.58K