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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
701
B. Riley Wealth Advisors
Florida
$980K +$18.4K +98 +2%
RFC
702
Regions Financial Corp
Alabama
$974K -$15.8K -84 -2%
QPWM
703
Quadrant Private Wealth Management
Pennsylvania
$959K +$83.2K +443 +10%
RCG
704
Rock Creek Group
District of Columbia
$955K +$908K +4,835 New
ADL
705
Asset Dedication LLC
California
$954K +$126K +670 +16%
HT
706
Heritage Trust
Oklahoma
$951K -$4.88K -26 -0.5%
UIM
707
USS Investment Management
United Kingdom
$948K +$901K +4,800 New
GT
708
Greenleaf Trust
Michigan
$947K +$33.2K +177 +4%
HCM
709
HGI Capital Management
New York
$939K
Caisse de Depot et Placement du Quebec (CDPQ)
710
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$938K -$12.2M -64,800 -93%
1W
711
1776 Wealth
Georgia
$936K
RA
712
Rational Advisors
New York
$932K +$885K +4,713 New
ABC
713
Associated Banc-Corp
Wisconsin
$931K -$489K -2,604 -36%
IIA
714
IPG Investment Advisors
California
$928K +$576K +3,070 +189%
AAS
715
Avantax Advisory Services
Texas
$922K -$23.5K -125 -3%
APF
716
Alaska Permanent Fund
Alaska
$921K
CA
717
Cetera Advisors
Colorado
$917K +$311K +1,655 +55%
HI
718
Horizon Investments
North Carolina
$911K +$315K +1,679 +57%
SNT
719
Security National Trust
West Virginia
$903K +$16K +85 +2%
FM
720
Foster & Motley
Ohio
$895K +$851K +4,531 New
CAM
721
Cresset Asset Management
Illinois
$894K +$322K +1,714 +80%
PI
722
Parkside Investments
Illinois
$889K +$93.9K +500 +13%
MCM
723
Murphy Capital Management
New Jersey
$886K -$65.7K -350 -7%
FWM
724
Focused Wealth Management
New York
$886K +$3.38K +18 +0.4%
ANRIA
725
American National Registered Investment Advisor
Texas
$883K