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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
IAA
701
Independent Advisor Alliance
North Carolina
$747K +$289K +1,360 +39%
MIG
702
McGuire Investment Group
Rhode Island
$744K -$38K -179 -4%
AAS
703
Avantax Advisory Services
Texas
$743K +$135K +634 +15%
CCM
704
Cadence Capital Management
Massachusetts
$738K +$421K +1,981 +71%
HCM
705
HGI Capital Management
New York
$734K +$42.5K +200 +4%
BSAM
706
Blue Square Asset Management
New York
$734K +$103K +484 +11%
1W
707
1776 Wealth
Georgia
$732K +$425K +2,000 +73%
AP
708
Advisor Partners
California
$731K -$841K -3,963 -46%
CI
709
Capital International
California
$728K -$32.5K -153 -3%
AssetMark Inc
710
AssetMark Inc
California
$723K +$436K +2,055 +78%
APF
711
Alaska Permanent Fund
Alaska
$720K +$989K +4,660 New
EM
712
Excalibur Management
Massachusetts
$717K +$41.4K +195 +4%
GT
713
Greenleaf Trust
Michigan
$713K -$31.4K -148 -3%
DLHL
714
Donald L. Hagan LLC
Florida
$711K +$845K +3,982 New
MWM
715
MinichMacGregor Wealth Management
New York
$711K +$845K +3,982 New
SNT
716
Security National Trust
West Virginia
$693K +$9.55K +45 +1%
ANRIA
717
American National Registered Investment Advisor
Texas
$691K -$12.7K -60 -1%
FWM
718
Focused Wealth Management
New York
$690K -$35.7K -168 -4%
FTIOP
719
Fiduciary Trust International of Pennsylvania
Pennsylvania
$689K +$131K +615 +16%
IA
720
Icon Advisers
Colorado
$683K
FCBT
721
First Citizens Bank & Trust
North Carolina
$683K +$937K +4,415 New
APA
722
American Portfolios Advisors
New York
$683K +$250K +1,179 +36%
QPWM
723
Quadrant Private Wealth Management
Pennsylvania
$682K +$357K +1,680 +61%
G
724
GenTrust
Florida
$682K -$172K -810 -16%
AIP
725
Almanack Investment Partners
Pennsylvania
$679K +$933K +4,393 New