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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
SW
551
Simplicity Wealth
New Jersey
$5.14M +$4.77M +12,303 New
LNWWM
552
Laird Norton Wetherby Wealth Management
California
$5.12M +$30.3K +78 +0.6%
YIA
553
YHB Investment Advisors
Connecticut
$5.11M -$286K -738 -6%
AWM
554
Avior Wealth Management
Nebraska
$5.1M +$510K +1,315 +12%
EF
555
Empirical Finance
Pennsylvania
$5.04M +$154K +396 +3%
Envestnet Portfolio Solutions
556
Envestnet Portfolio Solutions
Illinois
$5.04M +$830K +2,139 +22%
AWM
557
Axxcess Wealth Management
California
$5.02M +$948K +2,442 +26%
IWC
558
Integrated Wealth Concepts
Massachusetts
$4.99M +$239K +615 +5%
CLOS
559
Compagnie Lombard Odier SCmA
Switzerland
$4.99M -$262K -676 -5%
UB
560
UMB Bank
Missouri
$4.98M -$6.5M -16,761 -58%
ADL
561
Asset Dedication LLC
California
$4.98M +$47.3K +122 +1%
LIP
562
Lighthouse Investment Partners
Florida
$4.95M +$4.6M +11,848 New
FIB
563
First Interstate Bank
Montana
$4.93M -$262K -676 -5%
Brown Advisory
564
Brown Advisory
Maryland
$4.88M -$90.8K -234 -2%
MPWT
565
MassMutual Private Wealth & Trust
Connecticut
$4.88M +$31K +80 +0.7%
PF
566
Phoenix Financial
Israel
$4.87M +$4.52M +11,657 New
WAOTB
567
Wealth Advisors of Tampa Bay
Florida
$4.83M -$92.4K -238 -2%
PI
568
PGGM Investments
Netherlands
$4.82M +$3.46M +8,918 +342%
CIG
569
Consolidated Investment Group
Colorado
$4.8M
BDA
570
Borer Denton & Associates
Pennsylvania
$4.77M
EIM
571
Essex Investment Management
Massachusetts
$4.77M -$468K -1,206 -10%
BA
572
Birinyi Associates
Connecticut
$4.77M -$25.6K -66 -0.6%
LHC
573
Little House Capital
Massachusetts
$4.75M +$1.15M +2,959 +35%
KHLMTHM
574
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$4.74M -$1.72M -4,440 -28%
PCC
575
Park Circle Company
Maryland
$4.7M