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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
GQG Partners
501
GQG Partners
Florida
$6.97M +$736K +1,677 +12%
CGH
502
Crossmark Global Holdings
Texas
$6.96M -$247K -562 -4%
PWM
503
Perigon Wealth Management
California
$6.96M -$788K -1,795 -10%
CCM
504
Channing Capital Management
Illinois
$6.93M -$1.14M -2,605 -15%
SF
505
Synovus Financial
Georgia
$6.91M +$169K +384 +3%
WG
506
Welch Group
Alabama
$6.84M +$134K +306 +2%
AWS
507
Atria Wealth Solutions
New York
$6.82M +$936K +2,134 +16%
Envestnet Portfolio Solutions
508
Envestnet Portfolio Solutions
Illinois
$6.78M +$1.28M +2,912 +24%
BCM
509
Blume Capital Management
California
$6.77M -$10.1K -23 -0.2%
LG
510
Leuthold Group
Minnesota
$6.76M +$6.56M +14,946 New
SCTC
511
Sanibel Captiva Trust Company
Florida
$6.76M +$1.13M +2,568 +21%
Carson Wealth (CWM LLC)
512
Carson Wealth (CWM LLC)
Nebraska
$6.67M -$1.76M -4,019 -21%
AG
513
AlTi Global
New York
$6.67M -$91.3K -208 -1%
BPA
514
Beacon Pointe Advisors
California
$6.65M +$107K +243 +2%
SIAP
515
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$6.65M -$40.8K -93 -0.6%
BFS
516
Bard Financial Services
Connecticut
$6.65M -$54.9K -125 -0.8%
Thrivent Financial for Lutherans
517
Thrivent Financial for Lutherans
Minnesota
$6.59M +$278K +634 +5%
BBWA
518
Bell & Brown Wealth Advisors
California
$6.48M +$215K +491 +4%
SC
519
Stolper & Co
Oklahoma
$6.44M +$130K +296 +2%
Assenagon Asset Management
520
Assenagon Asset Management
Luxembourg
$6.43M
CSIC
521
Clifford Swan Investment Counsel
California
$6.39M -$12.3K -28 -0.2%
EOJOAM
522
E. Ohman J:or Asset Management
Sweden
$6.34M +$316K +720 +5%
AssetMark Inc
523
AssetMark Inc
California
$6.26M -$1.48M -3,373 -20%
HAG
524
HighPoint Advisor Group
Illinois
$6.25M +$2.96M +6,747 +120%
PAM
525
Pegasus Asset Management
New York
$6.18M +$3.51K +8 +0.1%