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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
WJWM
651
Williams Jones Wealth Management
New York
$2.75M +$155K +499 +6%
CIP
652
Convergence Investment Partners
Florida
$2.74M -$138K -442 -5%
SA
653
Strategic Advisors
New York
$2.73M +$137K +440 +6%
KJHP
654
K.J. Harrison & Partners
Ontario, Canada
$2.71M -$778K -2,500 -23%
IC
655
Inscription Capital
Texas
$2.68M -$87.2K -280 -3%
SC
656
Sepio Capital
Utah
$2.67M +$1.92M +6,167 +308%
LSPW
657
Lake Street Private Wealth
Illinois
$2.65M -$166K -532 -6%
IA
658
Icon Advisers
Colorado
$2.65M – – –
Los Angeles Capital Management
659
Los Angeles Capital Management
California
$2.65M +$654K +2,100 +35%
CWM
660
Concentric Wealth Management
California
$2.62M +$26.8K +86 +1%
NB
661
NBT Bank
New York
$2.62M -$16.5K -53 -0.7%
GFA
662
Gifford Fong Associates
California
$2.62M – – –
IAA
663
Independent Advisor Alliance
North Carolina
$2.61M +$870K +2,794 +54%
AC
664
Asio Capital
Kentucky
$2.61M -$686K -2,203 -22%
JIR
665
James Investment Research
Ohio
$2.61M -$315K -1,013 -11%
CAN
666
Cetera Advisor Networks
California
$2.58M -$84.4K -271 -3%
ACM
667
Alpha Capital Management
Texas
$2.54M +$10.9K +35 +0.5%
PGIM
668
Pacific Global Investment Management
California
$2.53M -$42.3K -136 -2%
LWMM
669
Legacy Wealth Management (Mississippi)
Mississippi
$2.52M +$31.1K +100 +1%
BZWA
670
Blue Zone Wealth Advisors
California
$2.52M -$33.3K -107 -1%
SC
671
Shay Capital
New York
$2.52M +$62.3K +200 +3%
OAM
672
Oppenheimer Asset Management
New York
$2.47M +$15.6K +50 +0.7%
KCPG
673
Kavar Capital Partners Group
Kansas
$2.45M -$73.2K -235 -3%
FC
674
FORA Capital
Florida
$2.45M +$2.33M +7,482 New
CW
675
CreativeOne Wealth
Kansas
$2.4M +$16.5K +53 +0.7%