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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
DAS
776
Dynamic Advisor Solutions
Arizona
$1.8M +$866K +2,453 +82%
GWM
777
Geneos Wealth Management
Colorado
$1.8M +$314K +888 +19%
HT
778
Heritage Trust
Oklahoma
$1.8M +$60.7K +172 +3%
EDRH
779
Edmond de Rothschild Holding
Switzerland
$1.8M +$761K +2,155 +66%
PWM
780
Prentice Wealth Management
New York
$1.78M +$3.18K +9 +0.2%
KeyBank National Association
781
KeyBank National Association
Ohio
$1.77M -$42.4K -120 -2%
MGP
782
Metis Global Partners
California
$1.77M +$846K +2,395 +81%
AWP
783
Ascent Wealth Partners
New York
$1.75M +$1.87M +5,297 New
TCM
784
Twin Capital Management
Pennsylvania
$1.75M -$98.9K -280 -5%
AssetMark Inc
785
AssetMark Inc
California
$1.75M +$684K +1,936 +58%
CA
786
Clearstead Advisors
Ohio
$1.75M +$344K +973 +23%
CA
787
Cullinan Associates
Kentucky
$1.74M -$2.19M -6,200 -54%
IRF
788
IBM Retirement Fund
New York
$1.73M -$95.7K -271 -5%
JEST
789
JTC Employer Solutions Trustee
Jersey
$1.73M – – –
TIM
790
Thompson Investment Management
Wisconsin
$1.72M +$177K +500 +11%
EM
791
Excalibur Management
Massachusetts
$1.71M -$21.9K -62 -1%
EF
792
Empowered Funds
Pennsylvania
$1.7M +$581K +1,644 +47%
FWA
793
FOCUS Wealth Advisors
Texas
$1.7M -$26.5K -75 -1%
SIM
794
Sterling Investment Management
Arizona
$1.69M +$688K +1,949 +61%
CNBTD
795
Citizens National Bank Trust Department
Mississippi
$1.69M +$316K +895 +19%
AF
796
Allworth Financial
California
$1.68M +$399K +1,130 +28%
WWM
797
Western Wealth Management
Colorado
$1.66M -$118K -335 -6%
BCI
798
Brinker Capital Investments
Pennsylvania
$1.66M +$25.1K +71 +1%
CI
799
Capital International
California
$1.66M – – –
RIL
800
Rothschild Investment LLC
Illinois
$1.66M +$57.9K +164 +3%