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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
BFS
701
Bradley Foster & Sargent
Connecticut
$9.18M -$128K -131 -1%
BIAS
702
Beacon Investment Advisory Services
New Jersey
$9.16M +$876K +898 +11%
BRWA
703
B. Riley Wealth Advisors
Florida
$9.16M +$157K +161 +2%
LCS
704
Levin Capital Strategies
New York
$9.14M +$914K +937 +12%
MWA
705
MFA Wealth Advisors
Pennsylvania
$9.11M -$461K -473 -5%
DFA
706
Delta Financial Advisors
Louisiana
$9.11M -$77K -79 -0.9%
IAA
707
Independent Advisor Alliance
North Carolina
$9.08M +$649K +666 +8%
HZ
708
Hixon Zuercher
Ohio
$9.07M -$290K -297 -3%
DC
709
Davenport & Co
Virginia
$9.06M +$294K +302 +3%
BA
710
Bridgewater Advisors
New York
$9.05M +$975 +1 +0%
AFG
711
Atomi Financial Group
New York
$8.93M +$645K +662 +8%
PVI
712
Pine Valley Investments
New Jersey
$8.91M -$525K -539 -6%
BP
713
BBR Partners
New York
$8.91M -$137K -141 -2%
AP
714
Americana Partners
Texas
$8.89M -$18.1M -18,570 -68%
SPC
715
Spirepoint Private Client
Florida
$8.88M -$14.6K -15 -0.2%
SPC
716
Sigma Planning Corp
Michigan
$8.84M -$17.5K -18 -0.2%
ECM
717
Everence Capital Management
Indiana
$8.83M – – –
GPFA
718
Game Plan Financial Advisors
Ohio
$8.73M +$926K +950 +12%
MAM
719
Morse Asset Management
Connecticut
$8.71M +$124K +127 +1%
NG
720
NWK Group
California
$8.71M +$35.1K +36 +0.4%
SFI
721
Siemens Fonds Invest
Germany
$8.67M -$340K -349 -4%
CWM
722
Calamos Wealth Management
Illinois
$8.64M +$1.13M +1,155 +16%
HH
723
HWG Holdings
Texas
$8.64M +$4.16M +4,270 +100%
ONGA
724
O'Neil Global Advisors
California
$8.6M +$8.29M +8,508 New
NO
725
Ninety One
South Africa
$8.6M -$4.87M -4,993 -37%