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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
LSPW
626
Lake Street Private Wealth
Illinois
$8.38M +$81.5K +110 +1%
Envestnet Portfolio Solutions
627
Envestnet Portfolio Solutions
Illinois
$8.37M -$1.66M -2,243 -18%
NB
628
NBT Bank
New York
$8.37M +$1.03M +1,391 +14%
ATPW
629
Ashton Thomas Private Wealth
Arizona
$8.36M +$4.66M +6,295 +150%
WAOTB
630
Wealth Advisors of Tampa Bay
Florida
$8.33M -$722K -974 -9%
EP
631
Edgestream Partners
New Jersey
$8.32M -$7.54M -10,180 -49%
YIA
632
YHB Investment Advisors
Connecticut
$8.32M
LIP
633
Lighthouse Investment Partners
Florida
$8.31M -$15.8M -21,373 -67%
LSWM
634
Lorne Steinberg Wealth Management
Canada
$8.21M -$63.7K -86 -0.8%
ALMGDA
635
AG2R La Mondiale Gestion d'Actifs
France
$8.21M
RC
636
Roundview Capital
New Jersey
$8.2M +$84.5K +114 +1%
TMAM
637
Tokio Marine Asset Management
Japan
$8.17M +$236K +318 +3%
CLOS
638
Compagnie Lombard Odier SCmA
Switzerland
$8.15M +$337K +455 +5%
GT
639
Greenleaf Trust
Michigan
$8.12M -$42.2K -57 -0.6%
RWM
640
Ritholtz Wealth Management
New York
$8.12M +$525K +709 +7%
LFP
641
Leeward Financial Partners
Washington
$8.09M +$431K +582 +6%
NC
642
Nightview Capital
Texas
$8.08M
TIA
643
Traphagen Investment Advisors
New Jersey
$8.04M -$23.7K -32 -0.3%
CCA
644
Checchi Capital Advisers
California
$8.02M -$228K -308 -3%
TIAA Trust, National Association
645
TIAA Trust, National Association
North Carolina
$8M -$119K -160 -2%
GCM
646
Gunderson Capital Management
South Carolina
$8M -$7.71M -10,402 -51%
CCP
647
Clarkston Capital Partners
Michigan
$7.96M
IFWM
648
Institute for Wealth Management
Colorado
$7.95M -$200K -270 -3%
PS
649
Principal Securities
Iowa
$7.9M -$167K -226 -2%
SWP
650
Sagespring Wealth Partners
Tennessee
$7.9M +$339K +457 +5%