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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
601
Axxcess Wealth Management
California
$3.69M +$452K +1,354 +16%
CNBT
602
Canandaigua National Bank & Trust
New York
$3.68M -$28K -84 -0.9%
LSPW
603
Lake Street Private Wealth
Illinois
$3.67M +$24.7K +74 +0.8%
PA
604
Profund Advisors
Maryland
$3.65M +$469K +1,404 +17%
AAS
605
Avantax Advisory Services
Texas
$3.63M -$33.7K -101 -1%
PP
606
Prospector Partners
Connecticut
$3.62M +$901K +2,700 +40%
FP
607
Factorial Partners
New York
$3.61M
HNB
608
Huntington National Bank
Ohio
$3.61M -$199K -596 -6%
PCI
609
Pacifica Capital Investments
Texas
$3.55M -$34K -102 -1%
Luther King Capital Management (LKCM)
610
Luther King Capital Management (LKCM)
Texas
$3.54M +$224K +672 +8%
JIC
611
Joel Isaacson & Co
New York
$3.53M -$118K -353 -4%
GLLW
612
Graves Light Lenhart Wealth
Virginia
$3.52M -$9.01K -27 -0.3%
DI
613
DFPG Investments
Utah
$3.51M -$18K -54 -0.6%
HAI
614
Hennessy Advisors Inc
California
$3.49M +$1.85M +5,550 +159%
SW
615
SVB Wealth
Massachusetts
$3.48M +$208K +623 +7%
LCM
616
Legato Capital Management
California
$3.47M
SJL
617
Shayne & Jacobs LLC
Tennessee
$3.44M
ASN
618
Advisory Services Network
Georgia
$3.44M +$218K +653 +8%
MWA
619
MFA Wealth Advisors
Pennsylvania
$3.41M +$119K +357 +4%
WI
620
Wintrust Investments
Illinois
$3.4M -$1.07M -3,203 -25%
CI Investments Inc
621
CI Investments Inc
Ontario, Canada
$3.38M +$697K +2,087 +31%
OCM
622
Orleans Capital Management
Louisiana
$3.38M +$80.1K +240 +3%
FI
623
FJ Investments
Utah
$3.37M +$2.92M +8,735 New
VFA
624
Valeo Financial Advisors
Indiana
$3.36M +$134K +402 +1%
PWS
625
Peloton Wealth Strategists
Indiana
$3.36M +$159K +477 +6%