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Synchrony

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
851
SOA Wealth Advisors
New York
$747 – – –
BHWM
852
Bay Harbor Wealth Management
Maryland
$741 +$866 +14 New
WW
853
Winnow Wealth
Texas
$696 +$309 +5 +56%
CFD
854
Creative Financial Designs
Indiana
$635 -$11.3K -183 -94%
RWM
855
Ruedi Wealth Management
Illinois
$635 – – –
WA
856
WestEnd Advisors
North Carolina
$635 +$495 +8 +200%
WWM
857
Wolff Wiese Magana
California
$530 -$11.8K -190 -95%
CAM
858
Chesapeake Asset Management
New York
$529 – – –
BFS
859
Bare Financial Services
Pennsylvania
$529 +$618 +10 New
HIA
860
HFM Investment Advisors
New Jersey
$477 +$557 +9 New
PWM
861
Parkworth Wealth Management
California
$476 -$124 -2 -18%
APW
862
Aventura Private Wealth
Florida
$425 +$495 +8 New
TWD
863
True Wealth Design
Ohio
$424 +$495 +8 New
Q1WB
864
Quest 10 Wealth Builders
Virginia
$410 +$495 +8 New
BMC
865
Bear Mountain Capital
Washington
$263 +$309 +5 New
CIAM
866
Caitong International Asset Management
Hong Kong
$212 -$88.4K -1,429 -100%
AP
867
Aspect Partners
Virginia
$212 – – –
HHGA
868
Halbert Hargrove Global Advisors
California
$212 +$247 +4 New
SSB
869
Sandy Spring Bank
Maryland
$178 -$8.66K -140 -98%
CB
870
CNB Bank
Pennsylvania
$159 – – –
Parallax Volatility Advisers
871
Parallax Volatility Advisers
California
$53 -$186 -3 -75%
WBC
872
West Branch Capital
Massachusetts
$53 – – –
Ninety One (UK)
873
Ninety One (UK)
United Kingdom
– -$169M -2,595,277 Closed
ACL
874
Azora Capital LP
Florida
– -$137M -2,107,839 Closed
ZIG
875
Zurich Insurance Group
Switzerland
– -$74.3M -1,143,570 Closed