Synchrony Financial — reported holders

230 institutional managers with a reported position

This is history, not a current position. Each row is what a manager reported for the quarter shown, published up to 45 days after that quarter ended.

Aggregates

computed from the rows below
Managers reporting
230
Combined reported value
$1.6B
Top 5 concentration
56.5%
Median position
$512.2K
Largest position
$322M
Quarters represented
4
managers file on different schedules
Most recent quarter
2026Q3
Managers reporting shares
200
ManagerQuarterValueSharesFiledRecorded (UTC)
AMERIPRISE FINANCIAL INC2026Q2$322M4,233,5392026-08-142026-08-15 03:50:33.900 UTC
AustralianSuper Pty Ltd2026Q2$191.1M2,512,9452026-08-122026-08-13 03:50:19.811 UTC
Allianz Asset Management GmbH2026Q2$163.7M2,152,1572026-09-022026-09-07 03:51:02.608 UTC
Boston Partners2026Q2$130M1,709,6582026-08-042026-08-06 03:52:42.128 UTC
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP2026Q2$85.9M1,129,0382026-08-132026-08-14 03:50:17.614 UTC
Aware Super Pty Ltd as trustee of Aware Super2026Q2$41.6M547,2632026-07-292026-08-06 04:01:33.158 UTC
BlackRock, Inc.2026Q2$39.8M523,5422026-08-072026-08-08 03:51:54.443 UTC
MERCER GLOBAL ADVISORS INC /ADV2026Q2$39.4M518,1432026-08-192026-08-20 03:50:18.193 UTC
Artemis Investment Management LLP2026Q3$36.4M512,5672026-10-082026-10-09 03:50:35.766 UTC
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026Q2$33.3M437,6742026-08-242026-08-25 03:50:14.792 UTC
Arbejdsmarkedets Tillaegspension2026Q2$29.5M387,9002026-07-172026-07-26 16:42:40.933 UTC
Alberta Investment Management Corp2026Q2$27M355,1002026-08-062026-08-07 03:50:27.611 UTC
ALLIANCEBERNSTEIN L.P.2026Q2$24.7M362,7632026-08-142026-08-15 03:50:22.417 UTC
AVIVA PLC2026Q2$24.6M323,4362026-08-132026-08-14 03:50:21.961 UTC
VIRGINIA RETIREMENT SYSTEMS ET Al2026Q2$22.8M299,7702026-08-252026-08-26 03:50:15.192 UTC
ENVESTNET ASSET MANAGEMENT INC2026Q2$22.1M290,0452026-08-032026-08-06 03:56:57.726 UTC
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO2026Q2$19.7M258,4902026-08-172026-08-18 03:50:48.475 UTC
Jefferies Financial Group Inc.2026Q2$16.9M222,7822026-08-172026-08-18 03:50:38.870 UTC
APG Asset Management N.V.2026Q2$15.8M237,7452026-08-122026-08-13 03:50:11.142 UTC
Aberdeen Group plc2026Q2$15.7M206,4442026-07-312026-08-06 03:58:03.368 UTC
CITIGROUP INC2026Q2$15.2M199,4532026-08-032026-08-06 03:54:52.286 UTC
Asset Management One Co., Ltd.2026Q2$13.8M181,2162026-07-282026-08-06 04:02:28.228 UTC
ASR Vermogensbeheer N.V.2026Q3$13.7M193,0892026-10-162026-10-17 03:50:06.626 UTC
DAVENPORT & Co LLC2026Q3$13.4M188,5732026-10-142026-10-15 03:50:21.545 UTC
MANUFACTURERS LIFE INSURANCE COMPANY, THE2026Q2$12.7M167,4672026-09-092026-09-10 03:50:13.229 UTC
CITADEL ADVISORS LLC2026Q2$12.7M166,9772026-09-022026-09-07 03:51:12.957 UTC
AGF MANAGEMENT LTD2026Q2$8.9M116,7832026-08-102026-08-11 03:50:05.533 UTC
CIBC Asset Management Inc2026Q2$8.7M113,7612026-08-032026-08-06 03:54:45.738 UTC
KWMG, LLC2026Q3$8.4M117,9102026-10-072026-10-08 03:51:03.598 UTC
Nykredit A/S2026Q2$8M105,4002026-09-082026-09-09 03:50:04.122 UTC
CWA Asset Management Group, LLC2026Q3$7.7M108,5882026-10-192026-10-20 03:50:22.513 UTC
ARIZONA STATE RETIREMENT SYSTEM2026Q2$7.6M99,6602026-08-072026-08-08 03:50:54.952 UTC
Ensign Peak Advisors, Inc2026Q1$7.4M108,5592026-08-182026-08-19 03:50:28.709 UTC
Czech National Bank2026Q2$7.3M95,7442026-07-082026-07-26 16:45:21.069 UTC
Campbell & CO Investment Adviser LLC2026Q2$6.7M87,9752026-08-032026-08-06 03:56:10.216 UTC
Assenagon Asset Management S.A.2026Q3$6.6M93,6702026-10-152026-10-16 03:50:19.295 UTC
Crossmark Global Holdings, Inc.2026Q3$6.6M93,1662026-10-212026-10-22 03:51:28.281 UTC
BURNEY CO/2026Q3$6.6M92,4362026-10-152026-10-16 03:50:37.042 UTC
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.2026Q2$6.5M84,8942026-08-122026-08-13 03:50:21.460 UTC
Caprock Group, LLC2026Q2$5.8M76,3002026-07-272026-08-06 04:05:21.697 UTC
ALLSTATE CORP2026Q2$5.1M67,2452026-08-132026-08-14 03:50:14.013 UTC
Rakuten Investment Management, Inc.2026Q2$4.4M55,6632026-08-182026-08-19 03:50:15.246 UTC
AXQ CAPITAL, LP2026Q2$3M39,6632026-08-062026-08-07 03:50:21.793 UTC
Avanza Fonder AB2026Q3$2.6M36,9432026-10-132026-10-14 03:50:41.570 UTC
Canada Post Corp Registered Pension Plan2026Q2$2.5M33,0152026-07-152026-08-06 04:11:13.091 UTC
Archford Capital Strategies, LLC2026Q3$2.3M32,3682026-10-192026-10-20 03:50:08.181 UTC
BANK OF NOVA SCOTIA TRUST CO2026Q2$2.3M30,0092026-08-122026-08-13 03:50:51.927 UTC
CAISSE DES DEPOTS ET CONSIGNATIONS2026Q2$2.2M29,2612026-07-242026-07-26 16:41:01.601 UTC
BRIGHTON JONES LLC2026Q2$2.1M27,4662026-08-112026-08-12 03:50:51.010 UTC
ABN AMRO INVESTMENT SOLUTIONS2026Q3$2M28,0092026-10-212026-10-22 03:50:06.073 UTC
&PARTNERS2026Q2$2M25,8412026-08-142026-08-15 03:50:03.244 UTC
Astoria Portfolio Advisors LLC.2026Q2$1.9M24,8422026-08-172026-08-18 03:50:13.554 UTC
Board of the Pension Protection Fund2026Q2$1.7M23,0002026-08-072026-08-08 03:56:51.159 UTC
COMMONWEALTH EQUITY SERVICES, LLC2026Q2$1.7M21,7342026-07-292026-08-06 04:01:44.099 UTC
Bank of New York Mellon Corp2026Q2$1.6M20,9762026-08-062026-08-07 03:50:55.512 UTC
Cohen Klingenstein LLC2026Q3$1.6M22,3352026-10-152026-10-16 03:51:11.604 UTC
B. Metzler seel. Sohn & Co. AG2026Q2$1.6M20,5062026-08-112026-08-12 03:50:42.023 UTC
CITY NATIONAL BANK OF FLORIDA /MSD2026Q2$1.5M20,0992026-07-152026-07-26 16:43:50.527 UTC
Aviance Capital Partners, LLC2026Q2$1.5M19,8842026-07-312026-08-06 03:58:31.753 UTC
Canoe Financial LP2026Q3$1.5M21,0942026-10-212026-10-22 03:51:17.771 UTC
Center For Asset Management LLC2026Q3$1.5M20,5082026-10-162026-10-17 03:50:23.574 UTC
AlphaStar Capital Management, LLC2026Q3$1.5M20,4412026-10-162026-10-17 03:50:10.573 UTC
Argentarii, LLC2026Q2$1.4M18,3952026-08-122026-08-13 03:50:18.916 UTC
GAMMA Investing LLC2026Q3$1.4M20,3062026-10-082026-10-09 03:51:30.802 UTC
BTC Capital Management, Inc.2026Q2$1.4M18,0492026-07-162026-07-26 16:43:21.921 UTC
Chicago Partners Investment Group LLC2026Q2$1.3M17,6422026-07-302026-08-06 04:01:08.864 UTC
Integrated Wealth Concepts LLC2026Q2$1.2M16,0392026-09-092026-09-10 03:50:07.603 UTC
Diligent Investors, LLC2026Q3$1.2M16,7052026-10-212026-10-22 03:51:31.977 UTC
BEESE FULMER INVESTMENT MANAGEMENT, INC.2026Q3$1.1M15,2652026-10-232026-10-24 03:51:16.643 UTC
CONTRAVISORY INVESTMENT MANAGEMENT, INC.2026Q3$992.1K13,9792026-10-132026-10-14 03:51:31.904 UTC
Ascent Group, LLC2026Q2$987.6K12,9872026-08-032026-08-06 03:54:10.941 UTC
Atlas Wealth LLC2026Q2$918.4K12,0762026-07-282026-08-06 04:02:33.464 UTC
CHOREO, LLC2026Q2$914.7K12,0252026-08-042026-08-06 03:53:11.419 UTC
Formidable Asset Management, LLC2026Q2$904.1K13,2922026-07-172026-08-06 04:10:10.525 UTC
BROWN BROTHERS HARRIMAN & CO2026Q2$889K11,6902026-08-122026-08-13 03:51:18.908 UTC
E. Ohman J:or Asset Management AB2026Q3$871.8K12,2842026-10-222026-10-23 03:51:13.914 UTC
MASTERINVEST Kapitalanlage GmbH2026Q2$822.3K10,8132026-08-172026-08-18 03:50:44.401 UTC
Allworth Financial LP2026Q2$801.5K10,5392026-08-112026-08-12 03:50:09.646 UTC
BOYD WATTERSON ASSET MANAGEMENT LLC/OH2026Q2$790.9K10,4002026-08-072026-08-08 03:51:26.932 UTC
ASSETMARK, INC2026Q3$768.9K10,8342026-10-152026-10-16 03:50:23.116 UTC
3Chopt Investment Partners, LLC2026Q2$755.1K9,9292026-07-292026-08-06 04:01:14.554 UTC
Apollon Wealth Management, LLC2026Q3$752.7K10,6062026-10-232026-10-24 03:50:54.699 UTC
Kingsview Wealth Management, LLC2026Q2$725.4K9,5392026-08-192026-08-20 03:50:08.219 UTC
Farther Finance Advisors, LLC2026Q3$702.8K9,9022026-10-082026-10-09 03:51:03.381 UTC
CIDEL ASSET MANAGEMENT INC2026Q2$691.9K9,0982026-07-172026-07-26 16:43:02.935 UTC
Brookstone Capital Management2026Q2$677.2K8,9042026-07-152026-07-26 16:43:47.108 UTC
BLAIR WILLIAM & CO/IL2026Q2$668.9K8,7952026-08-112026-08-12 03:50:46.429 UTC
Crestwood Advisors Group, LLC2026Q2$659.9K8,6772026-08-032026-08-06 03:56:37.407 UTC
Aprio Wealth Management, LLC2026Q2$648.1K8,5222026-07-242026-07-26 16:40:29.172 UTC
Balefire, LLC2026Q3$627.7K8,8442026-10-092026-10-10 03:50:27.333 UTC
Greenfield Savings Bank2026Q3$582.2K8,2032026-10-072026-10-08 03:50:50.832 UTC
Baker Avenue Asset Management, LP2026Q2$571.5K7,5152026-07-282026-08-06 04:02:52.348 UTC
BLB&B Advisors, LLC2026Q2$564.9K7,4292026-08-062026-08-07 03:50:31.523 UTC
Versant Capital Management, Inc2026Q3$557.6K7,8572026-10-022026-10-03 03:50:15.741 UTC
BENJAMIN EDWARDS INC2026Q2$547.7K7,1962026-07-242026-07-26 16:40:42.622 UTC
Douglas Lane & Associates, LLC2026Q3$545.5K7,6862026-10-092026-10-10 03:50:41.735 UTC
Burns Matteson Capital Management, LLC2026Q3$535.6K7,5472026-10-162026-10-17 03:50:20.775 UTC
BRIA Capital Group, LLC2026Q1$534.6K7,8592026-10-222026-10-23 03:50:44.013 UTC
Compound Planning, Inc.2026Q2$527.1K6,9312026-08-042026-08-06 03:53:29.662 UTC
CANANDAIGUA NATIONAL BANK & TRUST CO2026Q3$512.2K7,2172026-10-072026-10-08 03:50:16.330 UTC
WEST MICHIGAN ADVISORS, LLC2026Q2$500.2K6,5772026-08-212026-08-22 03:50:11.583 UTC
Allspring Global Investments Holdings, LLC2026Q2$493.5K6,4282026-08-132026-08-14 03:50:26.006 UTC
Envestnet Portfolio Solutions, Inc.2026Q2$491.3K6,4612026-07-202026-08-06 04:06:50.342 UTC
Avestar Capital, LLC2026Q2$474.1K6,2342026-07-292026-08-06 04:01:31.031 UTC
Advus Financial Partners, LLC2026Q2$472.5K6,2132026-08-252026-08-26 03:50:11.341 UTC
CHILDRESS CAPITAL ADVISORS, LLC2026Q2$469.4K6,1722026-07-272026-08-06 04:04:30.251 UTC
Fifth Third Wealth Advisors LLC2026Q2$462.3K6,0792026-07-172026-08-06 04:09:49.251 UTC
Bull Harbor Capital LLC2026Q2$447.6K5,8862026-08-102026-08-11 03:50:34.671 UTC
Baader Bank Aktiengesellschaft2026Q2$431.7K5,6762026-07-232026-07-26 16:41:31.520 UTC
Athena Investment Management2026Q2$425.4K5,5942026-08-062026-08-07 03:50:45.678 UTC
BARTLETT & CO. WEALTH MANAGEMENT LLC2026Q2$424.7K5,5842026-07-242026-07-26 16:40:38.698 UTC
AlphaGrep UK Ltd2026Q1$406.4K5,9742026-08-132026-08-14 03:50:35.428 UTC
Daiwa Securities Group Inc.2026Q2$395.5K5,2002026-07-312026-08-06 04:00:08.748 UTC
Caliber Wealth Management, LLC / KS2026Q2$359.6K4,7282026-07-222026-08-06 04:06:11.719 UTC
FARMERS & MERCHANTS INVESTMENTS INC2026Q2$356K4,6812026-07-202026-08-06 04:06:57.879 UTC
Checchi Capital Advisers, LLC2026Q2$326.2K4,2902026-08-042026-08-06 03:53:22.785 UTC
71 West Capital Partners2026Q2$325.2K4,2762026-08-042026-08-06 03:52:10.996 UTC
BOKF, NA2026Q2$320K4,2082026-08-102026-08-11 03:50:26.259 UTC
City Center Advisors, LLC2026Q3$313.5K4,4182026-10-082026-10-09 03:50:51.640 UTC
DIVERSIFIED MANAGEMENT INC2026Q2$309.8K4,0742026-07-172026-08-06 04:08:24.605 UTC
Generali Investments, Management Co LLC2026Q2$303.2K3,9872026-07-102026-08-06 04:12:34.312 UTC
CATALYST FINANCIAL PARTNERS LLC2026Q2$292.6K3,8482026-07-302026-08-06 04:01:01.155 UTC
Orion Capital Management LLC2026Q2$287.5K3,7802026-08-182026-08-19 03:50:13.429 UTC
Carnegie Lake Advisors LLC2026Q2$280.1K3,6832026-07-242026-08-06 04:05:36.592 UTC
111 Capital2026Q2$266.3K3,5012026-08-052026-08-06 03:50:08.857 UTC
Amundi2026Q2$260.1K3,4202026-08-112026-08-12 03:50:21.307 UTC
Livforsakringsbolaget Skandia, Omsesidigt2026Q2$259.4K3,4122026-08-182026-08-19 03:50:09.078 UTC
Equitable Holdings, Inc.2026Q2$244.6K3,2162026-08-172026-08-18 03:50:27.491 UTC
Catalyst Funds Management Pty Ltd2026Q2$243.4K3,2012026-08-102026-08-11 03:50:40.530 UTC
CITIZENS FINANCIAL GROUP INC/RI2026Q3$237.3K3,3432026-10-232026-10-24 03:51:30.153 UTC
Americana Partners, LLC2026Q2$229.7K3,0212026-08-052026-08-06 03:50:50.731 UTC
55 North Private Wealth, LLC2026Q3$227.8K3,2102026-10-202026-10-21 03:50:04.845 UTC
ANGELES WEALTH MANAGEMENT, LLC2026Q2$219.6K2,8882026-07-282026-08-06 04:02:13.082 UTC
Ameritas Investment Partners, Inc.2026Q2$219.4K2,8852026-08-132026-08-14 03:50:38.354 UTC
Applied Finance Capital Management, LLC2026Q2$216.4K2,8462026-07-282026-08-06 04:02:25.809 UTC
CenterStar Asset Management, LLC2026Q3$212.9K3,0002026-10-092026-10-10 03:50:36.546 UTC
Composition Wealth, LLC2026Q2$211.4K2,7792026-07-222026-08-06 04:06:26.385 UTC
Bridgewater Advisors Inc.2026Q2$209K2,6852026-08-052026-08-06 03:51:01.276 UTC
Ashurst Perkins Coie Trust Co2026Q3$199.6K2,8132026-10-152026-10-16 03:50:17.302 UTC
Copeland Capital Management, LLC2026Q2$196.5K2,5842026-08-042026-08-06 03:53:46.354 UTC
Elyxium Wealth, LLC2026Q2$183.4K2,4122026-08-032026-08-06 03:57:35.699 UTC
BANK OF MONTREAL /CAN/2026Q2$180.2K2,3702026-08-122026-08-13 03:50:23.330 UTC
Atlantic Union Bankshares Corp2026Q2$165K2,1692026-08-112026-08-12 03:50:35.059 UTC
Cullen/Frost Bankers, Inc.2026Q2$149.2K1,9622026-07-272026-08-06 04:04:42.051 UTC
Bayforest Capital Ltd2026Q2$134.5K1,7682026-08-052026-08-06 03:50:58.261 UTC
AlphaCentric Advisors LLC2026Q2$121.8K1,6012026-07-242026-07-26 16:40:27.066 UTC
FIRST HORIZON CORP2026Q2$117.5K1,5452026-07-202026-08-06 04:07:53.696 UTC
Bullseye Investment Management, LLC2026Q2$106.5K1,4002026-09-112026-09-18 03:50:26.702 UTC
MassMutual Private Wealth & Trust, FSB2026Q3$96.9K1,3652026-10-052026-10-06 03:50:28.044 UTC
Bank of New Hampshire2026Q3$92K1,2972026-10-062026-10-07 03:50:08.575 UTC
ELEVATION WEALTH PARTNERS, LLC2026Q3$77.9K1,0982026-10-072026-10-08 03:50:26.279 UTC
CYBER HORNET ETFs LLC2026Q2$69.9K9192026-08-242026-08-25 03:50:11.910 UTC
CNB Bank2026Q2$67.6K8892026-08-062026-08-07 03:52:47.024 UTC
ARGENT CAPITAL MANAGEMENT LLC2026Q2$59.2K7792026-08-062026-08-07 03:50:38.569 UTC
Cromwell Holdings LLC2026Q2$55.2K7262026-07-142026-08-06 04:11:44.007 UTC
ACADIAN ASSET MANAGEMENT LLC2026Q2$51.4K675,5592026-08-132026-08-14 03:50:06.701 UTC
Grove Bank & Trust2026Q3$50.1K7062026-10-082026-10-09 03:51:54.043 UTC
EVERGREEN CAPITAL MANAGEMENT LLC2026Q3$48.8K6872026-10-232026-10-24 03:51:58.833 UTC
CHICAGO TRUST Co NA2026Q2$45.9K6032026-07-162026-07-26 16:43:26.688 UTC
Creative Capital Management Investments LLC2026Q2$36.9K4852026-07-242026-08-06 04:05:46.800 UTC
Altshuler Shaham Ltd2026Q2$34.5K4532026-08-122026-08-13 03:50:16.395 UTC
BROWN, LISLE/CUMMINGS, INC.2026Q3$33.6K4742026-10-162026-10-17 03:50:16.619 UTC
GK Wealth Management LLC2026Q3$31.4K4422026-10-092026-10-10 03:50:49.238 UTC
Parkside Financial Bank & Trust2026Q2$30.9K4062026-09-042026-09-07 03:50:05.287 UTC
Achmea Investment Management B.V.2026Q2$30K394,8862026-07-202026-07-26 16:42:26.168 UTC
Groupe la Francaise2026Q2$29.4K3862026-08-252026-08-26 03:50:12.799 UTC
Center for Financial Planning, Inc.2026Q2$25.9K3402026-07-212026-07-26 16:42:17.548 UTC
Bogart Wealth, LLC2026Q2$22.3K2942026-07-242026-07-26 16:40:52.695 UTC
Sankala Group LLC2026Q2$21.9K2702026-08-182026-08-19 03:50:16.553 UTC
Crewe Advisors LLC2026Q2$20.5K2702026-07-242026-08-06 04:05:52.185 UTC
Archer Investment Management, LLC2026Q2$19.9K2622026-08-192026-08-20 03:50:13.102 UTC
Arbor Wealth Management LLC\AZ2025Q4$17.3K2072026-08-312026-09-07 03:51:53.525 UTC
Ares Financial Consulting, LLC2026Q3$16.3K2292026-10-192026-10-20 03:50:08.945 UTC
Bruce G. Allen Investments, LLC2026Q2$16K2112026-07-312026-08-06 03:59:37.593 UTC
AMERICAN CENTURY COMPANIES INC2026Q2$15.7K2062026-08-142026-08-15 03:50:59.893 UTC
Activest Wealth Management2026Q3$15.4K2172026-10-152026-10-16 03:50:09.337 UTC
Handelsbanken Fonder AB2026Q2$12.4K163,5962026-07-102026-08-06 04:12:36.306 UTC
GODSEY & GIBB, INC2026Q2$11.9K1562026-07-132026-08-06 04:12:20.622 UTC
Cedar Mountain Advisors, LLC2026Q3$11.9K1672026-10-152026-10-16 03:51:02.602 UTC
GoalVest Advisory LLC2026Q3$11.9K1672026-10-022026-10-03 03:50:08.716 UTC
Kozak & Associates, Inc.2026Q2$11.4K1482026-07-022026-07-26 16:47:17.570 UTC
ATMOS ADVISORY, LLC2026Q2$10.9K1432026-08-102026-08-11 03:50:12.154 UTC
AMERICAN NATIONAL BANK & TRUST2026Q2$9.7K1282026-07-222026-07-26 16:41:45.713 UTC
EASTERN BANK2026Q3$9.7K1362026-10-052026-10-06 03:50:15.409 UTC
M&T Bank Corp2026Q1$9.6K1412026-09-042026-09-07 03:50:15.932 UTC
Blue Trust, Inc.2026Q3$9.4K1332026-10-152026-10-16 03:50:40.590 UTC
Arlington Capital Management, Inc.2026Q3$9.2K1302026-10-202026-10-21 03:50:12.725 UTC
Aventura Private Wealth, LLC2026Q2$9.2K1212026-07-152026-07-26 16:43:38.803 UTC
Mn Services Vermogensbeheer B.V.2026Q3$7.2K101,2272026-10-082026-10-09 03:52:03.415 UTC
Atlantic Edge Private Wealth Management, LLC2026Q3$7.1K1002026-10-202026-10-21 03:50:17.902 UTC
Asset Dedication, LLC2026Q2$6.8K902026-07-302026-08-06 04:00:41.801 UTC
Planning Strategies Inc.2026Q3$5.7K802026-10-022026-10-03 03:50:11.099 UTC
CX Institutional2026Q3$5.6K78,7912026-10-022026-10-03 03:50:04.035 UTC
DiNuzzo Private Wealth, Inc.2026Q2$5K662026-07-102026-07-26 16:44:38.666 UTC
BAYBAN2026Q2$5K662026-07-302026-08-06 04:00:48.631 UTC
Dorato Capital Management2026Q3$4.7K662026-10-082026-10-09 03:50:56.473 UTC
BARRETT & COMPANY, INC.2026Q3$4.6K652026-10-222026-10-23 03:50:31.098 UTC
Elevated Capital Advisors, LLC2026Q2$4.6K602026-08-032026-08-06 03:57:29.979 UTC
Cassaday & Co Wealth Management LLC2026Q2$4.3K562026-08-102026-08-11 03:50:37.778 UTC
Principia Wealth Advisory, LLC2026Q2$4.2K552026-08-262026-08-27 03:50:08.161 UTC

Source: U.S. Securities and Exchange Commission, Form 13F