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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
776
B. Riley Wealth Advisors
Florida
$707K -$251K -1,302 -26%
NRS
777
Neville Rodie & Shaw
New York
$704K -$122K -634 -15%
DPIM
778
Duff & Phelps Investment Management
Illinois
$703K
KA
779
Kintegral Advisory
New York
$703K +$385K +1,994 +119%
UB
780
UMB Bank
Missouri
$701K +$15.2K +79 +2%
OMC
781
Overbrook Management Corp
New York
$693K
Cohen & Steers
782
Cohen & Steers
New York
$690K +$694K +3,596 New
TA
783
Tiedemann Advisors
New York
$688K -$416K -2,157 -38%
PFT
784
Providence First Trust
Arizona
$683K -$1.21M -6,284 -64%
DCM
785
Donaldson Capital Management
Indiana
$682K -$15.2K -79 -2%
CPC
786
Congress Park Capital
New York
$677K +$14.7K +76 +2%
NSAM
787
North Star Asset Management
Wisconsin
$676K -$42.4K -220 -6%
ICM
788
IMS Capital Management
Oregon
$676K
KP
789
Keel Point
Alabama
$674K +$15.4K +80 +2%
GI
790
GAMCO Investors
Connecticut
$674K +$209K +1,085 +45%
I
791
IberiaBank
Louisiana
$664K -$665K -3,445 -50%
MFG
792
Magnus Financial Group
New York
$654K +$2.89K +15 +0.4%
KLCM
793
KG&L Capital Management
Louisiana
$652K +$25.9K +134 +4%
VFPI
794
Vantage Financial Partners (Illinois)
Illinois
$643K
IIM
795
Ironwood Investment Management
Massachusetts
$641K
GLA
796
Good Life Advisors
Pennsylvania
$638K -$48K -249 -7%
BAM
797
Belpointe Asset Management
Nevada
$638K -$27.4K -142 -4%
PCM
798
Parsons Capital Management
Rhode Island
$636K -$19.3K -100 -3%
GIA
799
Gargoyle Investment Advisor
New Jersey
$634K
CNAM
800
Campbell Newman Asset Management
Wisconsin
$632K +$13.9K +72 +2%