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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
EDRH
601
Edmond de Rothschild Holding
Switzerland
$3.22M +$3.06M +9,822 +32,740%
AWM
602
Avior Wealth Management
Nebraska
$3.19M -$20.9K -67 -0.7%
DT
603
Diversified Trust
Tennessee
$3.19M -$15.6K -50 -0.5%
LFAS
604
Level Four Advisory Services
Texas
$3.19M +$489K +1,572 +19%
QT
605
Quantbot Technologies
New York
$3.17M -$276K -887 -8%
KRSITF
606
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.16M +$12.1K +39 +0.4%
RA
607
Rational Advisors
New York
$3.15M +$616K +1,979 +26%
WC
608
Wexford Capital
Florida
$3.12M +$2.97M +9,550 New
RC
609
Roundview Capital
New Jersey
$3.12M -$1.56K -5 -0.1%
Carson Wealth (CWM LLC)
610
Carson Wealth (CWM LLC)
Nebraska
$3.12M
RPSA
611
Richard P. Slaughter Associates
Texas
$3.12M -$1.37M -4,394 -32%
FHB
612
First Hawaiian Bank
Hawaii
$3.1M -$169K -543 -5%
MCM
613
Mitchell Capital Management
Kansas
$3.09M +$395K +1,270 +16%
SIAP
614
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$3.05M +$23.7K +76 +0.8%
LNWWM
615
Laird Norton Wetherby Wealth Management
California
$3.05M -$34.2K -110 -1%
PCI
616
Pacifica Capital Investments
Texas
$3.04M -$655K -2,105 -18%
SF
617
Synovus Financial
Georgia
$3.04M +$22.1K +71 +0.8%
LSWM
618
Lorne Steinberg Wealth Management
Canada
$3.04M +$9.34K +30 +0.3%
BAM
619
Belpointe Asset Management
Nevada
$3.04M +$703K +2,259 +32%
JIC
620
Joel Isaacson & Co
New York
$3.04M +$171K +548 +6%
IFWM
621
Institute for Wealth Management
Colorado
$3.04M -$24K -77 -0.8%
SIMM
622
Stillwater Investment Management (Minnesota)
Minnesota
$3.04M +$46.7K +150 +2%
PCP
623
Proficio Capital Partners
Massachusetts
$3.03M -$50.1K -161 -2%
PSUF
624
People's United Financial
Connecticut
$3.02M +$346K +1,111 +14%
OIA
625
Optimum Investment Advisors
Illinois
$2.98M -$109K -350 -4%